Assignments

Urgent Assignments

The Urgent Items banner is only displayed when there are urgent assignments for the user. The content of the banner includes:

Count of urgent assignments.
Name of the user.
Assignments due by date.
Link to the Assignments page.

The link, if selected, will open the Assignment list view page in a separate tab, filtered to display the Urgent Assignments. The date entry will be Today unless a different date has been selected in the date picker on the Assignments Due pane.

System Parameters

The parameters on the Urgent Items page of the System Control / System Parameters section of the Admin area is used to manage Urgent Assignments except for:

Max Items to Display
Active?

Assignments Due

The Assignments Due pane provides a list of all Assignments grouped by type with a count against each, indicating the number requiring action by the user. A link at the bottom of the pane will, if selected, open the Assignment list view page in a separate tab, to display all Assignments. If no assignments are displayed, this just means the user has no Assignments.

A date picker allows the selection of an alternative Assignments due by date, for those Assignments displayed based on a date. Once a date has been selected, the Assignments Due pane and Urgent Assignments banner will update to reflect the Assignments due by date change.

User Preferences

The selections on the users Preference page is used to determine the statuses which will generate notifications for the associated Assignment Types.

Viewing Assignments

The Assignments page can be opened using the:

Task menu Assignments option under the Workspace option which will display all your assignments.
View All Assignments link on the Assignments Due pane which will display all your assignments.
Assignment Type record link on the Assignments Due pane to display a pre-filtered list of your assignments for the selected Assignment Type.
View Urgent Assignments link on the Urgent Assignments banner to display a pre-filtered list of your Urgent Assignments.

The assignments displayed will be based on today’s date unless there is an entry in the date picker on the Assignments Due pane (Workspace page). The Assignments due by field on the menu bar will display the relevant entry.

Figure 3-1 Assignments in Workspace

The page presents a list view containing all the assignments requiring action.

Use the filter tiles, column sorting, and simple and advanced search facilities to categorize the contents and to search for specific assignments.

The following Quick Filter metric tiles are available:

Metric Tile	Description
All	An unfiltered list of assignments for the user based on the Assignments due by date if relevant to the assignment.
Urgent	A filtered list of the user’s urgent assignments: Overdue Document to be Read Announcement Item Overdue to be Read Missing Mandatory Supplier Contact Missing Mandatory Site Contact Confirm Supplier Details Confirm Site Details Alert Response is Urgent Alert Response Overdue Audit Corrective Action Overdue Audit Overdue Assessment Overdue Activity Overdue External System Password Due External System Password Expires Today
Overdue	A filtered list of the user’s assignments where the Due Date is in the past.
Due Date Unassigned	A filtered list of the user’s assignments where the Due Date is not relevant to the Assignment notification: Document to be Read Missing Mandatory Supplier Contact Missing Mandatory Site Contact Confirm Supplier Details Confirm Site Details Alert Response Change Request

When an assignment record is opened from the list view, depending on the record type, a separate tab will display the relevant record on the JET UI browser page.

Viewing by Assignment Type

If you select an Assignment Type in the Assignments Due pane, the Assignments list view is filtered to only show your assignments of that type. In this case a message appears above the Quick Filters, indicating that the view contents are restricted to that type. Click the Clear button to refresh the view, to show all your assignments of all types.

Figure 3-2 Viewing by Assignment Type

This image shows the filters fore viewing by assignment type.