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What are the different options to allocate work?
The allocation of steps within a process have the following options:
Allocate to a specific user
- It is possible to allocate a step to a user and this will basically allow the user to choose from any user that is set up in the users area
Allocate to an organisation
- It is possible to allocate a step automatically to an organisation from the organisations list
Round Robin allocation
- Using 'Round robin allocate to users within a group 'OpenProcess will automatically assign a step to the next user in turn to receive a step.
- So if there are 5 users in a group each will be assigned a step in turn and when the 5th has received a process it will revert to assigning it to the first person within that group
- So if there are 5 users in a group each will be assigned a step in turn and when the 5th has received a process it will revert to assigning it to the first person within that group
Allocate to user from a previously defined step
- This mechanism will ensure that someone that worked on the first/previous step of a process is passed it back.
- So if you have a process that would always be managed by the same officer that started working on it this is the option you would choose