Manage assignments as a workflow manager

As a workflow manager, you are authorized to manage assignees for intake records. In the Intake Worklist, you can assign records to individuals or user groups.

Want to see how to perform this task? Watch the video below.

You can assign a record to an individual or group in three distinct ways:

• using the Assign hyperlink, as you upload documents to Oracle Safety One Intake.
• using the Actions menu, from the Intake Worklist. Using this method, you can manage the assigness of your records in bulk.
• using the Expand Details button for each individual record.

You can have either a single individual or a single user group assigned to a record.

1. Depending on your requirements, perform one of the following:
   • Once a document has been uploaded, select the Assign hyperlink.
   • In the Intake Worklist, check the boxes of one or several records, on the left, then select the Actions button on the upper right, and choose Assign.
   • Select a record, then select Expand Details at the top of the records frame, then choose Assignment.
   All three options open a panel which allows you to assign a record by selecting from a list of groups and users.
2. In the panel, you can select which groups or users to assign the record to.

   Tip:

   Use the search bar to narrow down the number of assignees.
3. Once you have made your selection, select Confirm Assignment.
4. Check that your selection is reflected in the Assigned To column in the Intake Worklist.

   Note:

   Keep an eye out for notifications, on the bottom of the page. If you receive an error message, select View Errors to find out about why this has happened. For more information on the errors you may receive, see Possible errors in assignment and what you should do.