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The OOONA Manager enables you to set task confirmation requests from users once assigned to tasksan assignment notification is sent out.
If used, resources will be required to confirm if they accept the task when the assignment email is sent out.
Should the task assignment be rejected, the resource is automatically unassigned from the task.
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To learn more about assignment notifications, please refer to the System notifications article. |
Resource Task assignment confirmation
Resource Task confirmation from the confirmation email
Once the confirmation email is received, the resource can respond by simply clicking on the corresponding icon in the email to Accept, mark as Tentative or Reject the task
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When selecting the required response, the user will be redirected to a confirmation page within OOONA.
The page can be closed once the “Current status” displays the selected response
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Resource Task confirmation from My menu
Resources can view and respond to assigned tasks from My menu >Tasks >Task confirmation tab
Simply click on the corresponding icon to Accept, mark as Tentative or Reject a task.
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Should the task assignment be rejected, you will be automatically unassigned from the task and it will be removed from this page.
Configuration
The task confirmation will only trigger if set up at both Task and Resource level.
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Navigate to Manager > Rolodex tables > Resources (1)
Click the magnifying glass (2) of the resource you want to configure
Set the “Enable task confirmation” switch (3) to “On”
Note: this setting requires additional configuration on the Task type level from: Administrator >Task types page, as described in the previous section.To receive a notification (managers / resources in charge*) once the resource accepts the task, set the “Email me if a resource accepts task assigned” (4) to “On”
Note: Rejection/Tentative mails will be sent regardless to this configurationSet the “Time to respond to assignment (in hours)” (5) to determine how long the resource has to respond to the task assignment. This value is inherited from the system settings, but can be changed at the resource level as well by clicking on “Inherited”.
Click “Save” (6)
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When assigning resources to tasks while the status of the order is “New”, an automatic notification will be sent to the resource when the status is changed to “In progress” (If a manual notification has been sent, the automatic notification will not be sent)
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Once the status of an order has been changed to “In progress” AND a resource is assigned to a task, a manual notification can be sent.
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Navigate to task view from
Sales dashboard > Orders > Tasks icon to view the tasks of a specific order
orSales dashboard >Tasks to view all the tasks in the range
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Click on the Envelope icon in the “Email” column to send the resource a confirmation notification request (fig 1)
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Assigning and monitoring tasks that require confirmation
Once a task that requires task confirmation has been assigned to a resource that also requires task confirmation, the icon in the “Task confirmation status” column
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Once the resource accepts the task, the column will be marked with a green V (fig 1)
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Assignment pending approval. Tentative responses or if the resource has not responded yet, will be displayed with the standard task confirmation icon (fig 2)
The resource in charge will receive a notification that the resource responded as “Tentative”
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If a resource Rejects the task, he will be automatically unassigned from the task and the notification will be displayed as a gray circle (fig 3)
The resource in charge will receive a notification that the resource rejected the task
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Resource Task assignment confirmation
Resource Task confirmation from the confirmation email
Once the confirmation email is received, the resource can respond by simply clicking on the corresponding icon in the email to Accept, mark as Tentative or Reject the task
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When selecting the required response, the user will be redirected to a confirmation page within OOONA.
The page can be closed once the “Current status” displays the selected response
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Resource Task confirmation from My menu
Resources can view and respond to assigned tasks from My menu >Tasks >Task confirmation tab
Simply click on the corresponding icon to Accept, mark as Tentative or Reject a task.
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will change to reflect this:
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By hovering on the icon, the resource’s default response time, as well as the day and hour by which they are expected to confirmed will be displayed.
The current response deadline can also be edited by clicking on the icon.
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Should the task assignment be rejected, the resource is automatically unassigned from the task.
Editing the response time of a task
The response time of a task is automatically calculated the moment the task is assigned to the resource, based on the resource’s response time. It can also be edited by clicking on the status icon in the Task confirmation status column. This can be done in the following pages:
Sales dashboard > Orders
Sales dashboard > Tasks
Supervisor > Task confirmation management
My menu > Tasks > Task confirmation (Managers only)
To edit the response time of a task, click on the status icon of the task (1) and edit the “response required by” field (2). Once edited, press on either “Save & close” to apply the changes and save or “Save Close & Email” to apply the changes and resend the task assignment notification with the updated response time.
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Monitoring the response time of tasks
The response time of tasks can be monitored from Supervisor > Task confirmation management.
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This page is only available for resources with the “Enable task confirmation” toggle on in their profile |
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