Setting Up Task Allocation

Setting up Task Allocation includes the following:

• Setting Task Allocation Reference Codelist Values
  
• Adding Workers to the Task Allocation System
  

Setting Task Allocation Reference Codelist Values

The following installation reference codelists settings affect your Task Allocation setup:

• In the TMS_CONFIGURATION installation reference codelist, the DEALLOCONLY setting; see DEALLOCONLY.

• The installation reference codelist TMS_TAL_POOL_CONFIGURATION; see TMS_TAL_POOL_CONFIGURATION.

Adding Workers to the Task Allocation System

Before you can allocate tasks to users you must add them to the system in the Maintain User Task Allocation Pools window.

• Setting Each Worker's Capacity
  
• Setting Each Worker's Availability
  
• Maintaining User Tasks Allocation Pools
  

Setting Each Worker's Capacity

If you are using either Direct Allocation or Automatic Pooled Allocation, you must specify a capacity for each user who will be doing tasks: classifying omissions or approving unapproved VTAs or actions.

For Direct Allocation, you do this in the Maintain User Task Allocation Pools window. For Automatic Pooled Allocation you do it in the Allocate By Quantity window, where you can modify users' capacities each time you run the allocation job if necessary; see Using Automatic Pool Allocation.

For direct allocation, the capacity is a number between 0 and 100 that represents a user's capacity for work relative to other workers within the same dictionary or all dictionaries. It is not a percentage, and a worker's capacities for different dictionaries do not need to add up to 100.

For example, four users might have the following capacities:

Table 9-1 Example of Worker Capacities

User	Dictionary 1	Dictionary 2	All Dictionaries
Worker A	90	100	N/A
Worker B	100	80	N/A
Worker C	100	40	N/A
Worker D	N/A	N/A	100

The table indicates that in Dictionary 1, Workers B and C have greater capacity to receive tasks than does Worker A. In Dictionary 2, Worker A has the greatest capacity to receive tasks, Worker B has the next greatest capacity, and Worker C has the least capacity. You can specify a non-dictionary-specific capacity instead, as for Worker D. A worker can have a single capacity for All Dictionaries or for any number of individual dictionaries, but not a combination of All Dictionaries and individual dictionaries. See Direct Allocation Algorithm for more information.

Note:

You can specify a worker's capacity for a dictionary but not a domain/dictionary combination. However, the user's existing Data Access Group security assignments determine the dictionary/domain combination in which tasks can be assigned to the user.

Setting Each Worker's Availability

You can set each worker to Unavailable when he or she is on holiday or in class, for example. No tasks can be assigned to a worker while he or she is Unavailable. However, tasks allocated to the user remain allocated unless they are explicitly deallocated or reallocated.

Maintaining User Tasks Allocation Pools

In the Maintain User Task Allocation Pools window you must list each worker to whom tasks—classifying omissions, approving or rejecting unapproved VTAs and actions—can be allocated.

Adding a User

Do the following to enable a TMS user to have task allocations:

1. Click in the Account Name field to activate the List of Values (LOV).

2. Click the LOV ellipsis (…) on the right of the Account Name field. The Accounts LOV appears. You can enter a search in the Find field.

3. Select the user account of the person you want to add. The system enters the person's account name, first and last name, and specifies whether or not he or she is a superuser.

4. Set Available? to Yes when you are ready to start allocating tasks to this user.

5. Save.

Specifying Capacities

If you are using Direct Allocation, in the Direct Allocation Capacities section, specify the user's capacity for the dictionaries to which he or she has security access. See Setting Each Worker's Capacity for more information.

1. Click in the Dictionary field to activate the List of Values (LOV).

2. Click the LOV ellipsis (…) on the right of the Dictionary field. The Dictionary LOV appears, listing all the dictionaries to which the user has security access. You can enter a search in the Find field.

3. Select a value from the LOV. You can select the value All Dictionaries or you can select the name of a single dictionary. To allow a user to work on multiple dictionaries but not all dictionaries, select a dictionary in as many additional lines as necessary.

4. In the Capacity field, enter a number between 1 and 100. See Setting Each Worker's Capacity for more information.

5. Save.

Removing a User from the Pool

To remove a user from the task allocation system, so that tasks can no longer be allocated to him or her, do the following:

1. Click the user's Account Name to select it.
2. Select Delete from the Record menu.
3. Save.