Create, edit, and delete workloads

To use Civic Platform’s automatic assignment, you must weight the work performed to resolve certain types of records. This configuration allows Civic Platform to match the work to the best skillset to perform the tasks.

You can create new workloads as needed for your agency. Civic Platform uses workloads to determine which skillset to which to assign the work.

To create a workload object

  1. From the Administration menu, select Workflow & activity > Workload.

  2. Select New.

  3. Complete the workload fields that display.

    Field Action
    Description Enter a description of the workload.
    Enabled

    Select Yes to enable the workload or No to disable the workload.

    Civic Platform does not assign disabled workloads to skillsets.
    Literal value

    Enter a literal value to compare the object against.

    The value you enter must exactly match the values your agency uses.

    For example, if your agency uses the date format of MM/DD/YYYY, you must provide the literal date value of 11/16/2007 in this field.
    Object

    Select the desired object. (For example, a record.) Civic Platform populates the Property menu with the properties for the object you selected.

    With the Object field, you associate workloads with specific objects and object properties. Civic Platform then allocates the workloads to skillsets associated with these objects.

    Operator Select an operator to compare the object against.
    Property Select a property for the object you selected in the Object drop-down.
    Type From the menu, select the type of workload you are creating.

  4. Select Submit.

You can edit an existing workload as needed.

To edit a workload object

  1. From the Administration menu, select Workflow & activity > Workload.

  2. Select the link in the Workload ID column for the workload you want to edit.

  3. Update the workload fields that display.

    Field Action
    Description Enter a description of the workload.
    Enabled

    Select Yes to enable the workload or No to disable the workload.

    Civic Platform does not assign disabled workloads to skillsets.
    Literal Value

    Enter a literal value to compare the object against.

    The value you enter must exactly match the values your agency uses. For example, if your agency uses the date format of MM/DD/YYYY, you must provide the literal date value of 11/16/2007 in this field.
    Object

    Select the desired object. (For example, a record.) Civic Platform populates the Property menu with the properties for the object you selected.

    With the Object field, you associate workloads with specific objects and object properties. Civic Platform then allocates the workloads to skillsets associated with these objects.

    Operator Select an operator to compare the object against.
    Property Select a property for the object you selected in the Object drop-down.
    Type From the menu, select the type of workload you are creating.

  4. Select Submit.

You can delete unused or unwanted workloads.

To delete a workload object

  1. From the Administration menu, select Workflow & activity > Workload.

  2. Select the workload you want to delete.

  3. Select Delete.

Related Topics Link IconSee also