Overview
The initial assignments of the teams on a file are based on the defaults set up in the action list and coordinator type administration screens. Coordinators and teams are added automatically through the actions that are added to the file when a file is created. To auto-assign a specific team based on a product type, the admin can set the desired team to auto-populate from the action list. This is useful when a team works on a specific product type.
Assign the Internal Users to the Team
Admin/Internal Users
- Select the employee
- Slick on the Edit button.
- In the Teams area, click the Add button and select the team(s) for this internal user.
Assign the Team to the List
Admin/Action List/Action Lists
- Select the action list for which the specific team should be populated at order entry and click the Edit button.
In the Coordinators area, click in the grid for the Default Assignment dropdown, set the desired team, and click Save.
Test
Test by creating a new file using a product that has the action list edited above.
The specific team will be auto-assigned to all actions associated with that coordinator type; the team will appear in the Coordinator columns on the Actions tab.
