Versions Compared

Old Version 40

changes.mady.by.user Nataliia Plakhtii

Saved on

compared with

New Version Current

changes.mady.by.user Nataliia Plakhtii

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Launching the

Skills

Get from Pool Assignments domain

To perform Advanced Task Assignment filtering, launch the Get From Pool Assignments domain:

Rw ui steps macro
Rw step

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

Launching Skills domainImage RemovedLaunching Skills domainImage Added

Launching Skills domain

Rw step

To 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.

Image RemovedSearching for the Get From Pool Assignments domainImage Added

Searching for Skills 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, Ends with.

Search options

Adding

Skills

New Get From Pool Assignment Record for a Work Item (WI)

Skill-based filtering Advanced task assignment aims to assign work items to users who have the appropriate skills. Thus, users can accomplish all the assigned WIs regarding the service-level agreement (SLA).

To add new skills:

Rw ui steps macro

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

Adding new skills

Note: For more information about fields, view https://docupace.atlassian.net/wiki/spaces/DOHTS/pages/659259409/Overview+of+Skill-Based+Filtering#Skills%3A-Domain-840.

Image Removed

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:

  • 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 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.

Image Modified

Providing details for skill-based filtering

Rw step

In Task Times, provide the preferred time requirements based on SLA.
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

Task timingAdvanced Task Assignment

Rw step

To add a new type of request, select Add on the Request Type pane.

Adding request typeImage RemovedImage Added

Adding request type

Rw step

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

Image RemovedProviding request typeImage Added

Providing request type

Rw step

Provide the preferred information for a new request type : Details, Scan User, User Group, Required Client Doc Types, and Default Send To. Once you add the preferred information, and then click Save.

Providing details for request typeImage RemovedImage Added

Providing details for request type

Rw step

Rw step

To add a new issue state, select Add on the Issue State pane.

Adding issue stateImage RemovedAdding issue

To add a resident state, select Add on the Resident State pane.

Adding resident stateImage Removed

Adding resident state

Rw step

Find the already existing resident state.

Image Removed

Providing resident state

State pane, and then add the preferred State.

Adding a stateImage Added

Adding a state

Rw step

Search for the already existing issue state.

Image Removed

Providing issue state

Rw step

Add Add the skill information in the following sections:

  1. Source system

  2. Product series name

  3. Suitability level

  4. Producer business type

  5. Application state

  6. Contract status

Providing details for skill-based filteringImage RemovedProviding details for skill-based filtering

  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 appropriate information, in the upper-right corner, select Save or Save and Close.

Saving information for skillsImage RemovedSaving information for skillsImage Added

Saving information for skills

You can also:

Saving results on computerImage RemovedSaving results onto a computerImage Added

Saving results onto a computer