Set up Assignments and Using "Set Assignments" for Users. | Scribe

    Set up Assignments and Using "Set Assignments" for Users.

    • Chris Pentland |
    • 0 step |
    • 39 seconds

      Setting up Assignment Favorites Under "Setup"

      From the home page in Tracker, Click "Setup"
      Click "ASSIGNMENT FAVORITES"
      Click "Available Favorites"
      Type in a department name or individuals name.
      You can select an individual or department to add to your favorites.
      After your favorite is selected click Save Assignment Favorite(s).
      To unassign (remove) an individual or team select unassign.
      Click the "Save Assignement Favorite(s) button.

      Using "Set Assignments"

      Tip! Once you have completed the "Setup" you will now be able to assign others a transaction or unassign a transaction from another team or user. Also found under the Setup area is the Preferences tab. You would setup a custom button like the below screen shot. The Assign and Unassign "Custom Buttons" are only for assignments that a user assigns to themselves. Set Assignments is where you will go to either assign a transaction to another team or user. You can assign to multiples you choose.
      From the worklist you are on, select the transaction you want to assign. Once you have selected the document or transaction you want to assign, click the "Actions" drop down (found in the middle of the screen)
      Choose "Set Assignments".
      Choose either the team or user you want to assign on the pop up under "Available Assignments" This is the Favorite list you created in the Setup in step 8. They will move once selected to the left under Current Assignments. Click the Save Assignment button to save the assignment. **This works in reverse** if you want to unassign a user or team, just select them from the **Current Assignments** on the right column and then click Save Assignment button to move them back to the Available Assignment column on the right.
      The user or team will see the assignment on their My Assigned Item Worklist on the left panel.
      To remove yourself from the My Assigned Item worklist, use the custom button Unassign and the transaction will drop off the worklist. If you want to unassign a different user to the transaction or unassign them completely, you will need to go into the Set Assignment under actions in Step 11 above and do the reverse of assigning them.
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