Processes

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

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