Assigning Work Manually with Work Assignment Assistant
Work can be assigned manually in the Work Assignment Assistant. (Manual assignment provides the option of reviewing the suggested assignments.)
- In the Work Assignment Assistant screen set the Context (F3).
- Select the Agency to which to assign work.
-
Select the Profile to use for assignment.
The dropdown list includes profiles created from the Work Assignment Assistant Profile screen.
- Select the Date on which to assign work.
- Optional:
Modify the other fields.
These values are set by the selected work assignment assistant profile. If the property is selected, the fields won't be editable.
-
Do one or more of the following until all work has been assigned:
- To assign suggested work and go on to the next employee, select
Next:
. If a confirmation message appears, select
Yes. - To assign suggested work and go to the previous employee, select
Previous:
. If a confirmation message appears, select
Yes. - To reject the suggested work assignment, select the row with the
unassigned work to reject and select Unassign Work:
. The rejected work moves to the Work Available For
Assignment pane. - To assign other open work to the employee during the first pass, select
the work in the Work Available For Assignment pane and
select Assign Work:
. The selected pieces move to the Assigned and Suggested
Work pane. You can then select Next or
Previous to assign the new suggested
work.
If open work remains when you complete a pass, a message appears. You can then repeat the process for extraboard or volunteer workers. To assign work to different employee subtypes, change the screen Context settings. - To assign suggested work and go on to the next employee, select
Next: