Integration (API's)

How can I assign set it up so an individual assigns work out?

During implementations of OpenProcess it was established that the preferred method of allocation was for a user within a team (supervisor) to assign work to staff thereby enabling control over what each officer had. 

 

The way to achieve this is to:

  1. Create a Group with the Step Administrator permission
  2. Assign the user who will allocate work out to this group
  3. Set all processes to have their FIRST step to be assigned to the specific user set up in b)
  4. Set all subsequent steps in these processes to allocate to a user from a previously defined step
  5. Set the Administrator option for each step in the process to be the group set up in a)

This will mean that processes will automatically be assigned to the supervisor and they will be able to see and allocate these processes in Oversee Tasks. Step d) ensures that the work will continue to be passed to the officer that was re-allocated it.

 

This process can be repeated as many times as you like and therefore cater for every department. I.e. you could do the above process for Council Tax, Benefits, Housing, Environmental Health, Licensing etc. and each supervisor would only see the processes in their area.