The System has a new function linked to the change of Status
for a file. The new code allows for the assignment of an automated Task notification
of the Change in Status for a file to an identified User or Users. The original
option to send manual Tasks is still retained.
This new function is accessed from the Company Summary screen
under a Blue Bar, Automated Tasking by
File Status Change. The Blue Bar will display a full listing of all Folders
and any assigned Users by Status Change for a Folder.
When you select Edit, the Folder select screen displayed,
will display all Folders for the Company and indicate if they have been edited
with Task assignments.
The Folder List will vary by the Folder Type settings
for the Company.
Selecting a Folder with or without a prior assignment will
place you on the assignment screen with a shuffle box for each.
The possible Status changes will vary by Folder
based on the Permissions of the Roles for the Company.
When a User or Users are shuffled to the Selected box they
will get a Task notice anytime a File in the Selected Folder changes to the
Status indicated. This function works for both internal and external Users. The automated function cannot be managed by the User changing the File Status.
The Tasking generated follows the logic of the
current Tasking, with the exception, that the User who Changes the Status of a
File does NOT receive a Task on their screen only the recipient(s) receive the
Task. If there are multiple Users assigned the Task the Tasks are linked and
ALL Tasks will close when any one of the Users completes the Task.
NOTE: If you are interested in this function feel free to contact us.
NOTE: If you are interested in this function feel free to contact us.
