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The same information is also available and editable in the grid:
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Editing from the grid requires two clicks for security reasons |
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Setting the Task response time at the system level
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This value, set in hours, is inherited into all resources, but it can also be adjust adjusted at the resource level.
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Setting Task confirmation on the 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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Note: Managers Resources who assign themselves to tasks will not be required to confirm these tasks
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Making task confirmation mandatory to open the Toolkit/download files
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Upcoming functionality This functionality is only available in the upcoming version (368.1) |
Task confirmation can be made mandatory to open the Toolkit task or download files.
If enabled, the user will be prompt to confirm the task assignment before being able to open the Toolkit or download files.
When trying to open the Toolkit task or download files, a small confirmation popup will appear. From here, the user can confirm the task and proceed normally.
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This functionality can be enabled from Administrator > Web administrator > Configuration > Settings tab, using the “Task confirmation is mandatory to open the Toolkit and download files” option.
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Automatic unassignment on task confirmation overdue
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Upcoming functionality This functionality is only available in the upcoming version (368.1) |
It’s possible to automatically unassign tasks for which the confirmation was never received.
This can be enabled from Administrator > Web administrator > Configuration > Emails.
If enabled, once the confirmation time of a task runs out, the task will be automatically unassigned.
Additionally, both the assigned resource as well as the resource who assigned them to the task will receive an email notification informing that the resource was unassigned.
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Task confirmation notifications
Automatic notification on Order status change
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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 confirm will be displayed.
The current response deadline can also be edited by clicking on the icon.
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