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Launching

Skills Domain

the Get from Pool Assignments domain

To perform the skill-based Advanced Task Assignment filtering, launch to the Skills Get From Pool Assignments domain:

Rw ui steps macro
Rw step

Go to Docupace > Administration (1) > List Domains (2).

Launching Skills domainImage Added

Launching Skills domainImage Removed

Launching Skills domain

Rw step

To search for the preferred domain:

a. In Domains, enter Domain Id and/or Name.

b. Click Search (1) and then select thepreferred domain (2).		Searching for Skills domainImage Removed

Search for the preferred domain by filtering names with the following find the Get From Pool Assignments domain:

  1. Type “Get From Pool” into the Name search bar and press enter.

  2. Launch the Get from Pool Assignments (690) domain.

Tip

Tip: You can use the search bar on the Admin page to look for the preferred domain.

Searching for the Get From Pool Assignments domainImage Added

Searching for the Get From Pool Assignments domain

Tip

Tip: If your search returns too many results, you can filter it by using one of the available search options: Contains, Is, Begins with,

and

Ends with.

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Search options

Adding

skills for

New Get From Pool Assignment Record for a Work Item

Skill-based filtering

(WI)

Advanced task assignment aims to assign work items to users who have the appropriate Work Items (WIs) to the right users with proper skills. Thus, users can accomplish all the assigned WIs regarding a the service-level agreement (SLA).

To add new skills:

Rw ui steps macro

Under the Skills pane, click New Skills.

Navigate to Administration > List Domains > Get From Pool Assignments domain, and then click New Get From Pool Assignments.

Note: For more information about

field names

fields, view

https://docupace.atlassian.net/wiki/spaces/DOHTS/pages/659259409/Overview+of+Skill-Based+Filtering#Skills%3A-Domain-840.Image RemovedAdding new skills

Part 1: Overview of Advanced Task Assignment | Get From Pool Assignments: Domain 690.

Adding a new Get From Pool AssignmentsImage Added

Adding a new Get From Pool Assignments

Rw step

In Details, provide the preferred information based on your firm requirements.
Some fields are mandatory, for example: Name, Workflow, and Skill Rarity.

Providing details for skill-based filteringImage Removed
Rw step

In Task Times, provide the preferred information :

  • In Description, enter a description for a new Get From Pool Assignment.

  • From Skill Rarity, select one of the following options: Unique, Rare, Uncommon, or Common.

  • In Task Due, Task Lead Time, and Task Due Expedited, provide the preferred time requirements based on SLA.

Info

Information: For more information, view

https://docupace.atlassian.net/wiki/spaces/DOHTS/pages/659259409/Overview+of+Skill-Based+Filtering#Skills%3A-Domain-840.Task timingImage Removed

Part 1: Overview of Advanced Task Assignment | Get From Pool Assignments: Domain 690.

Tip

Tip: Some fields are mandatory, for example: Name, Workflow, and Skill Rarity.

Note: Name of the skill must be unique.

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Providing details for Advanced Task Assignment

Rw step

In Request Type, To add a new type of the request: click Add (1), look for the preferred request type (2), or create a new type of request (3):

  1. Under the Retrieve pane, click Create New.

  2. Provide al the preferred information for Details, Scan User, User Group, Required Client Doc Types, and Default Send to.

  3. To save the request type, in the upper-right corner, click Save.

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Rw step

In Resident State, add a state of the residence: click Add (1) and then identify a state of residence (2), or create a new state of residence (3).

Adding state of residenceImage RemovedIdentifying state of residenceImage RemovedImage Removed

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In Issue State, add a state of the issue: click Add (1) and then identify state of the issue (2).

Adding state of issueImage RemovedIdentifying state of issueImage RemovedImage Removed

, select Add on the Request Type pane.

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Adding request type

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Find the already existing request type by Name, Scan User, Request Category or by other options.

Providing request typeImage Added

Providing request type

Rw step

Provide the preferred information for a new request type and then click Save.

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Providing details for request type

Rw step

To add a state, select Add on the State pane, and then add the preferred State.

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Adding a state

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Add the following information about skills (1), namely:

  1. Source System

  2. Product Series Name

  3. Suitability Level

  4. Producer Business Type

  5. Application State

  6. Contract Status

If certain information is absent, add the information via the Create New button (2).

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rw-step

skill information in the following sections:

  1. Product Type

  2. Registration Type

  3. Vendor/Custodian

  4. Product Name

  5. Client Subfolder Type

  6. Subfolder Status

  7. Check Amount Maximum

  8. Litigation Hold

  9. With Money

  10. Region Code

  11. OSJ Code

  12. Branch

  13. BD

  14. Engagement Level

Once you add all the preferred appropriate information, in the upper-right corner, click select Save or Save and Close.

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To save skill results onto your computer:

  • Click Export > Current Fields or All Fields > Save on your computer. The Excel file is now saved on your computer.

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To customize the skills report:

  1. Under the Skills pane, click Customize View.

  2. To customize the skills report, move labels due to your preferences.

Tip

Tip: You can also view and copy Core API and Connect API to customize the page layout.

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Saving information for skills

You can also:

Saving results onto a computerImage Added

Saving results onto a computer