How do I set up the Duty Swap Engagement Help Desk Task?
Follow these steps to enable Duty Swap 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 Swap item, navigate through the function roles by selecting Diary, then Duty View and finally Duty Swap option as shown:
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Ensure that Duty Swap 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 DUTYSWAP. The following Duty Swap 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 Swaps, the Statuses and any escalation group(s) as required
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Once completed, select Save and Close