Associating a To Do Type and To Do Role with a Division

Prerequisites

To associate a To Do type and To Do role with a division, you should have:

  • To Do types and to do roles defined in the application

  • To Do roles associated to the respective to do types

Procedure

To associate a To Do type and To Do role with a division:

  1. Search for the division to which you want to associate a To Do type and To Do role.
  2. Click the Main tab in the Divisions screen.

    The Main tab appears.

  3. The To Do section contains the following fields in a grid:
    Field Name Field Description Mandatory (Yes or No)
    To Do Type Used to indicate the To Do type for which you want to define division-specific To Do role.
    Note: The Search (The Search Icon) icon appears corresponding to the To Do Type field. On clicking the Search icon, the To Do Type Search window appears.
    		 Yes (Conditional)
    Note: This field is required when you are defining a To Do type for the division
    To Do Role Used to indicate the To Do role whose users must receive the To Do entries of the specified To Do type for the accounts which belong to the division.
    Note: The Search (The Search Icon) icon appears corresponding to the To Do Role field. On clicking the Search icon, the Role for To Do Type window appears.
    		 Yes (Conditional)
    Note: This field is required when you are defining a division-specific To Do role for a To Do type
  4. If you want to associate more than one To Do type and To Do role with the division, click the Add (The Add Icon) icon and then repeat step 3.
    Note: However, if you want to remove a To Do type and To Do role from the division, click the Delete (The Delete Icon) icon corresponding to the To Do type.
  5. Click the Save button in the Page Title area.
    The To Do type and To Do role is associated with the division.

Related Topics

For more information on... See...
How to search for a division Searching for a Division
Main tab Division - Main
Division screen Division
How to define a division Defining a Division