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Allow forwarding aof jobs to staff not assigned to job roles

Lisa Dunnigan

July 27, 2015 15:24

Completed

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We currently do not use roles due to the additional overhead it causes (having to assign staff to the roles for every job).  Because we don't have staff assigned to role, we are not able to use the forwarding feature because you can only forward jobs to a staff person assigned to a role on the job.  It would be nice if we could just forward the job to ANY staff person and remove the requirement that they be assigned to a job role.

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8 comments

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  Vicky Stephenson April 21, 2016 08:41 Official comment

  This Request has been successfully applied to version 9.5 of PE.

  I have tested this capability within version 9.5.5955.10983, and was able to forward a job to a staff member with no role.

  Thanks

   

  Vicky Stephenson

  Software Tester

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  Ryan Posener August 17, 2015 22:00

  Hi Lisa, we agree that this should like a good idea.  A couple questions arise - should forwarding to another staff trigger adding them to a role at the same time?

  We are going to push this into the backlog, so that it will get added into a future development cycle.  This request will be updated as we get that work assigned and the feature becomes available.

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  Lisa Dunnigan August 17, 2015 22:23

  We are not using roles, so I would say it's not necessary, but if others are using roles, this might be something they would want.  Though, it seems there would be another step required.  They would have to select which role they wanted the staff person assigned to.  For us, we just want to be able to put the job on someone's "desk" in PE.

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  Ryan Posener August 17, 2015 22:36

  How about this idea - if others have ideas, please contribute.

  1. The Role Dropdown reads "-- Anyone --" and has an auto-complete that allows selecting any staff.

  2. If you choose a Role, the autocomplete changes to a dropdown with just those people in the role available.

  I think that would preserve the current functionality, and add the functionality as desired.

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  Evelyn Sexton August 17, 2015 23:20

  Ryan,

  I like that idea.  When we roll out the forwarding piece, it looks like we will use roles for A&A but not for tax.  

  Thanks

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  Lisa Dunnigan August 18, 2015 12:19

  That sounds like a good solution to me.

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  Vicky Stephenson March 01, 2016 15:03

  This is ear-marked for inclusion within PE 9.5.

   

  Thanks

  Vicky Stephenson

  Software Tester

• 0
  
  Mike Caltagirone April 15, 2016 23:43

  This functionality has been added to 9.5

  In the Job Forwarding screen there is now an "All Staff" lookup which will validate the staff name entered and when selected, the job can be forwarded to the selected staff.

  When the screen is initially loaded, you can get to the "All Staff" lookup by clicking on the edit icon to the right of the select list.

  When in the "All Staff" lookup, you can get back to the initial lookup by clicking the refresh icon below the input area.  (See screen shots below)

  Initial lookup (Current functionality)

  

  "All Staff" lookup