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Once assigned, the task will be removed from this listing and be added to the user’s My task page.
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Warn on limit to self-assignment tasks
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Upcoming functionality This functionality is only available in the upcoming version (368.1) |
A limit on how much volume a resource can assign themselves to in a given day can be added, which will trigger a warning to be sent out to both the user and the resource in charge of the order.
This warning will be triggered if the resource assigns themselves to a total of tasks with the same Task supply date in which the volume (minutes, words or others) exceeds the set limit.
This limit will also take into account different unit types. If a resource has exceeded their daily limit for minutes, if they try to assign themselves to a word-based task which also has limits, the warning will also trigger.
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This warning will only trigger for Pool tasks. Tasks that were assigned directly to the resource will not be taken into account. |
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Setting self-assignment warning limits
Warning limits require configuration at two levels: Task and Resource.
Task level
At the task level, configuration is done to set the daily limit that should trigger a warning.
This can be done from Administrator > Tables > Tasks tables > Task types.
Open the “Edit” of the task which should have a daily limit
Enable the “Warn on self-assignment” button
Click on “Set daily limits” to indicate what the daily limit for this task should be
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Within the “Daily limits” popup, select the desired unit
Set a value for what the daily limit for this task and unit type should be.
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Resource level
At the resource level, it's possible to select which resources should trigger this warning.
From Manager > Rolodex tables > Resources, with the resource’s profile, enable the “Warn on pool tasks daily limit being exceeded” option.
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