Responsible For Task Rules

Updated 2 years ago by Steven Garand

Enter rules to allow the system to select who is responsible for a task. The rules can select who is responsible based on the RTS or company branch office for the order.
Add multiple rules for the same task to define different responsible names depending on the RTS and or branch location.

Options

Responsible: The person responsible for a task. If this person depends on which RTS is on the order or which branch location of the company, multiple rules must be entered for the same task.

RTS: The RTS or Custom Team Member on an order which determines the responsible name.

Location: The branch location of the company which determines the responsible name.

Actions

  1. Add new rule
  2. Delete rule
  3. Update rule
  4. Save rule changes
  5. Sort rule
  6. Move rule columns


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