HEAT – SETTING ASSIGNMENT DEFAULTS

These defaults allow you to set specifications for how assignments operate in Call Logging (and also in Web-based Call Logging).


To Set Assignment Defaults:

1. In the Administrator main window, select Defaults>System>Assignment Defaults from the menu bar >> The Assignment Options dialog box opens.
2. Select the default settings you want for assignments:

• Require assignments to be resolved before call can be closed - Requires that the call be marked as resolved before the assignment can be closed. 
• Require an assignment before allowing call to be saved 
• Only allow one non-resolved assignment at a time 
• Enforce Acknowledge Required - Requires all acknowledge-required fields to be filled before assignments can be acknowledged. 
• Enforce Resolve Required - Requires all resolve-required fields to be filled before assignments can be resolved.
  
  Note: The system administrator determines which fields in the Asgnmnt table are acknowledge-required and resolve-required by setting these flags when creating the fields.

Click OK.