How do I set up the Duty Give Away and Duty Pick Up Engagement Help Desk Tasks?
Follow these steps to enable Duty Give Away functionality:
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Select Admin | Engagement| Function Role to open the Portal Function Roles screen:
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Select the role from your list (in this example, Employee Portal User) to open the Employee Portal Function Role screen:
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To enable the Duty Give Away item, navigate through the function roles by selecting Diary, then Duty View and finally Duty Give Away option as shown:
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Ensure that Duty Give Away option is selected:
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Select Save before exiting the screen to save your changes
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Open Admin | Engagement | Help Desk Task Types:
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Select Add
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From the dialog box, select the New Task Type- in this case DUTYGIVEAWAY. The following Duty Give Away Task screen loads:
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Complete the task details by entering a Name, Description, optional Help Text, the Branches that can access Duty Give Away, the Statuses and any escalation group(s) as required
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Once completed, select Save or Save and Close
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Open Admin | Engagement | Help Desk Task Types:
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Select Add
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From the dialog box, select the New Task Type- in this case DUTYPICKUP. The Duty Pick Up Task loads
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Complete the task details by entering a Name, Description, optional Help Text, the Branches that can access Duty Pick Up, the Statuses and any escalation group(s) as required
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Once completed, select Save or Save and Close