6 Managing assignments
An overview of assignments management.
- 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. - Manage assignments as an intake processor
As an intake processor, you can assign a record to yourself or unassign a record that has been assigned to you. - Possible errors in assignment and what you should do
You may receive an error as you assign or unassign records. See the table below for detailed explanations of the errors you may receive, as well as the actions you should take to fix them.