Assignments

Customer Request Profile>Supporting Info tab>assignments child form

An assignment describes the responsible staff person to respond to the customer request. Multiple assignments can be made for a single request.

To add assignments to a customer request, use the following steps:

1. Click the Add button on the assignments child form.
2. Select an individual from the assigned to drop-down list i.e. the individual being given the assignment (Required) (This will default to the current user).
3. Select their role from the role drop-down list (required).
4. Select a priority.
5. Select a source.
6. Enter a remind date.
7. Enter a due date.
8. Enter an assignment summary (Required).
9. Enter the assignment details.
10. Click Save.
11. The additional assignment will display in the assignments child form.