The assign portion of the action menu bar provides essential commands that can be performed on the current demand.
Note: If the user's role includes routing initial demands, Quick Assign is a specialized privilege that will allow access to the demand assignment actions under the E-Subro menu ➔ Quick Assign.
You begin the assignment by entering the user search criteria.
| • | Last Name, First Name: Enter the name of the individual you are searching for. |
| • | Email: If you know the individual's email, you may enter it here. |
| • | City, State: The geographic location may help narrow the list of individuals you are searching through. |
| • | ZIP: Address related information. |
| • | Company User ID: If you know the individual's User ID, you may enter it here. |
After you finish entering the criteria, click Search Profiles. From the list generated you will be able to select a user. If you leave all the fields empty and click Search Profiles then all users will be displayed in a list format.
Locate the desired user and click the Assign to User button next to the user you would like to assign to.
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A complete assignment window pops up providing the following options:
| • | Comment (optional): Provides an optional method for entering a message to the assignee. |
| • | Complete: Completes the assignment and confirms the assignment of the user. |
| • | Cancel: This button brings you back to the list of users where you can make an alternate selection. |
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Assign Demand to Business Unit
Assign Demand to TPA
Assign Task to User
Assign Task to Business Unit
Take Ownership
User Search