Items

PATH:
Settings
>
Work Basket Menu
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Items
ROLE PRIVILEGES NEEDED: <udl-white>View Work Basket Items<udl-white> | <udl-white>View Work Basket Phases<udl-white> | <udl-white>Edit Work Basket Phases<udl-white> | <udl-white>Add Work Basket Phases<udl-white> | <udl-white>View Work Basket Phase Assignments<udl-white> |  <udl-white>Edit Work Basket Phase Assignments<udl-white>

EDIT WORK BASKET ITEM | VIEW WORK BASKET PHASESEDIT WORK BASKET PHASES | ADD WORK BASKET PHASESVIEW WORK BASKET PHASE ASSIGNMENTS | EDIT WORK BASKET PHASE ASSIGNMENTS | WORK BASKET ITEMS

Careficient gives you power over the Work Basket Items.  You can change the time frame for them and the colors as well.  To edit items in the work basket, go to Settings > Work Basket > Items.

You can filter the work basket items by clicking on the drop down to the right of "Work Basket Items"

<btn>   Active       ▾   <btn>, and choosing Active,  Pending or Inactive.

You can filter by selecting the drop down <btn>   All     ▾   <btn> under Group...

or you can filter by selecting the drop down <btn>   All     ▾   <btn> under event type.

Selecting the Magnifying Glass <icon-magnify>xxx<icon-magnify> icon allows you to view the work basket item.

EDIT WORK BASKET ITEM <returntomenu>menu ↑<returntomenu>

Select the <udl-orange>[Edit]<udl-orange> link to edit the work basket item

In edit mode, you only have the option to change the start and end dates for the action. Select <btnw>    Save   <btnw>. 

"Caused by" gives you the reasoning behind why the work basket item was initiated.

"Action To Do" give you the solution to correct the work basket item.

"Delay By" indicates the time frame it takes for the work basket item to appear once the cause is initiated.

VIEW WORK BASKET PHASES <returntomenu>menu ↑<returntomenu>

Work Basket Phases are for the most part in three different events.

Phase 1 is initiated in the time frame controlled by the "Delay By" entry.  Phase 1should be assigned to the person responsible for completing the action. You will also want to assign phase 2 and 3 to this associate as well.  If not, the item will drop out of their work basket when the action goes to phase 2 or 3. As an example you would probably want to assign phase 1 to your field staff.

Phase 2 is initiated when the time frame specified in phase 1 has passed.  In this case it is 4 hours.  Phase 2 should be assigned to the associate responsible for overseeing the associate in phase 1. You will also want to assign phase 3 to this associate as well.  If not, the item will drop out of their work basket when the action goes to phase 3. As an example you would probably want to assign phase 2 to your director.

Phase 3 is initiated when the time frame specified in phase 2 has passed.  In this case it is 1 day.  Phase 3 should be assigned to the associate responsible for overseeing the associates in phase 1 and 2. As an example you would probably want to assign phase 3 to your administrator.

EDIT WORK BASKET PHASES <returntomenu>menu ↑<returntomenu>

To edit the phase click on the magnifying glass <icon-magnify>xxx<icon-magnify>.

You will only have an option for changing "Notification Email", "Next Phase Starts In", "Foreground" or "Background" colors.  

Enter the email address that you want to receive a notification email when this action is initiated.  This will email the action description, description and name to the email address when an action is created.

"Next Phase Starts In" indicates the time frame that you want to wait until the action is moved to phase 2.

To change the foreground color (color of the text), click on the color that you want your text for this phase of the action to be.

To change the background color, click on the color that you want your text for this phase of the action to be.  You have the option for changing the foreground/background colors of every phase. Select <btnw>   Next   <btnw> to move to the next phase.

For phase 2, "Next Phase Starts In" indicates the time frame that you want to wait until the action is moved to phase 3.

For phase 3, "Next Phase Starts In" is usually 0 as there is no other phase.

Select <btnw>    Finish    <btnw> when you have finished adjusting the phases.

ADD WORK BASKET PHASES <returntomenu>menu ↑<returntomenu>

If for some reason you would like to add another phase, you can do so by entering a time frame in "Next Phase Starts In" box.  Once you do this, you can tab out of that box and <btnw>   Next   <btnw> will then be available. Select <btnw>    Finish    <btnw> when you are done.

VIEW WORK BASKET PHASE ASSIGNMENTS <returntomenu>menu ↑<returntomenu>

To view "Phase Assignments", select the <icon-sse>xxx<icon-sse> icon.

EDIT WORK BASKET PHASE ASSIGNMENTS <returntomenu>menu ↑<returntomenu>

Here you will see a list of the associates that are assigned to the phase.  You can add to or remove associates from the phase and select <btnw>    Save   <btnw> when finished.

WORK BASKET ITEMS <returntomenu>menu ↑<returntomenu>

Interactive Tutorial