CARL Touch is supplied with four standard types of task transfer.

In the [Transferring a task] function you can:

• add new transfer types,
• change the name, comment (check box), and authorization (check box) for existing transfer types.

 

Managing the list of transfer types

Accessing the list of transfer types

1. Place the cursor in the "CARL Touch" module and select [Transferring a task] from the "Configuration" section.
   → The list of standard transfer types is displayed.

Creating a transfer type

Procedure

1. From the list of types, click on the add icon .
   → A line is added in creation mode
2. Enter the sequence, code, name and addressee, and then save .
   → The new type is created and available.

 

Changing a transfer type

Procedure

1. From the list of types, select the line for the type to be changed.
   → The line can be changed.

 

Deleting a transfer type

Procedure

1. From the list of types, select the ones to be deleted and then click on the delete icon .
   → The selected types are deleted, provided that they are not standard types.

 

Transfer type attributes

• Sequence: Display sequence in the CARL Touch dialog box.
• Code: Transfer type code.
• Name: Name of the transfer type, as it will be displayed in the CARL Touch dialog box.
• Addressee: Person or group of people responsible for the task after transfer - Selected from an Agent, a Team, a Discipline or "Scheduling."
  When the Touch user chooses to transfer a task to "Scheduling," the "To be scheduled" check box for the corresponding Work order is automatically checked in CARL Source.
• Comment: Check this box if the transfer type requires a comment to be entered in CARL Touch. As default, only the standard transfer to an agent requires a comment.
• Standard: Checked for standard transfer types - non-modifiable.
• authorized: To be checked if the transfer type is "authorized" in CARL Touch. As default, only the standard transfer to an agent is offered.