Launching
...
the Get from Pool Assignments domain
To perform
...
Advanced Task Assignment filtering, launch
...
the
...
Get From Pool Assignments domain:
| Rw ui steps macro | |
|---|---|
Go to Docupace > Administration (1) > List Domains (2). |
...
To find the |
...
Get From Pool Assignments domain:
|
...
|
...
|
Adding
...
New Get From Pool Assignment Record for a Work Item
...
(WI)
Advanced task assignment aims to assign
...
tasks to users 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 |
|---|
Under the Skills pane, click New Skills.
...
Adding 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 fields, view |
...
In Details, provide the preferred information based on your firm requirements |
...
| Rw step |
|---|
...
:
|
...
Note: The name of the skill must be unique. 
To add a new type of request |
...
, select Add on the Request Type |
...
pane. |
...
Find the |
...
existing request type |
...
by Name, Scan User, Request Category, or other options |
...
. |
...
|
...
Provide the preferred information for a new request type, |
...
then click Save. |
...
To add a |
...
state |
...
, |
...
select Add |
...
| Rw step |
|---|
...
Find the already existing resident state (1) or create a new one (2).
...
on the State pane, then add the preferred State. 
|
To add an issue state:
...
In Issue State, click Add.
...
| Rw step |
|---|
...
Find the already existing issue state (1) or create a new one (2).
...
| Rw step |
|---|
...
Add the following information about skills, namely:
Source System
Product Series Name
Suitability Level
Producer Business Type
Application State
Contract Status
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. |
...
 |
You can also:
Click Export > Current Fields or All Fields > Save on your computer. The Excel file is now saved on your computer.
To customize the skills report:
Click Customize View and then move labels due to your preferences.
| Tip |
|---|
Tip: You can also view and copy Core API and Connect API if needed. |
Export search results to Excel. For more information, viewExporting Search Results.
Customize a view of reports. For more information, viewHow to use the Customize Report Button.
...