Launching the Get from Pool Assignments domain
To perform Advanced Task Assignment filtering, launch the Get From Pool Assignments domain:
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Go to Docupace > Administration (1) > List Domains (2). |
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To find the Get From Pool Assignments domain:
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Searching for the Get From Pool Assignments domain
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Adding New Get From Pool Assignment Record for a Work Item (WI)
Advanced task assignment aims to assign
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tasks to users
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with 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 | |
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Navigate to Administration > List Domains > Get From Pool Assignments domain, and then click New Get From Pool Assignments. Note: For more information about fields, view Part 1: Overview of Advanced Task Assignment | Get From Pool Assignments: Domain 690. |
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Adding a new Get From Pool Assignments
In Details, provide the preferred information based on your firm requirements:
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Note: |
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The name of the skill must be unique. |
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To add a new type of request, select Add on the Request Type pane. |
Find the |
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existing request type by Name, Scan User, Request Category, or |
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other options. |
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Provide the preferred information for a new request type |
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, then click Save. |
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To add a state, select Add on the State pane, |
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then add the preferred State. |
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Add the skill information in the following sections:
Once you add all the appropriate information, in the upper-right corner, select Save or Save and Close. |
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You can also:
Export search results to Excel. For more information, viewExporting Search Results.
Customize a view of reports. For more information, view
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Saving results onto a computer
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