5 Managing assignments

Depending on your role, you may be able to assign and unassign records. You can also take advantage of the automatic assignment function. Read more about record assignment in the topics below.

• 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.
• Automatic record assignment
  To facilitate the smooth running of the intake process, records requiring manual intervention can be assigned automatically to intake processors, upon request. This is for them to easily see what they need to work on next, either at the start of their day or when their current task is complete.