Assign a record

You can assign one or more records to an individual staff member or to a department. When you assign a record, the assignee becomes responsible for that record.

There are two ways to assign a record:

  • You can assign a one or more records to any department or individual on your system

    or

  • You can compare a list of departments and staff members, examine their experience and workload, and then assign the best candidate for that record.

When you make a general assignment, you can choose any department or any staff member. You can also assign multiple records at the same time.

Note: When you use this option to assign records, you do not have the option to review the experience and workload of the assignees.

To assign to one or more records

  1. Open the page with the list of records.

  2. Select the check box next to the record(s) you want to assign.

  3. Hover over Menu and select Assign.

  4. Do one of the following:

    • If you are assigning the record to yourself, select the Current user link.

      Note: Civic Platform updates both the Assigned to Staff and the Assigned to Department fields with your name and department.

    • If you are not assigning the record to yourself, select a department from the Assigned to department list field and then select an individual from the Assigned to staff list field.

  5. Select Save.

Civic Platform enables you assign a record while considering an assignee's skillset and workload.

To assign to a single record and associate workloads and skillsets

  1. Find and open the record to assign.

  2. Select the Record tab.

  3. Hover over Menu and select Assign.

    Note: Civic Platform displays a list of eligible departments and eligible staff members with their Skillset and Workload points and Ratio.

  4. Select the check box next to the staff member to assign.

  5. Select Save.

Related Topics Link IconSee also