This function allows you to assign a CARL Touch task to an agent, specialty or team.
The availability of this function depends on your installation.
Accessing the assignment of a Touch task
- Select the work order details form.
- From the actions menu
, select "Assign a Touch task].
→ The screen for assigning a task appears.
Assigning a Touch task
- Current assignment: Reminder of the agent to which the task is currently assigned.
- Addressee types: Choice between the assignment to an agent, a specialty or a team.
- Addressee: List of possible addressees according to the type selected above.
- Comment: Comment relating to this assignment.