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Staff management

Set up qualifications for work items

If your firm is licensed for the
Staff Management
 module, you can set qualifications for work items such as projects, tasks, scheduled phone calls, and to-do items.
note
Projects and tasks are part of the separately licensed
Project Management
 module.

Qualifications overview

When qualifications are defined for a work item, that item can be assigned only to a staff member who meets those qualifications.
For example, if you want a longtime client's tax return handled only by staff members who are most proficient with that type of return, you can create a qualifications filter that includes only those staff members.
Typically, qualifications are established by setting up skill sets for staff members and then creating filters that group those skill sets into lists of staff members who are qualified to perform certain work. You can also create qualifications filters based on other criteria. Before you can set qualifications for work items, you must first create qualifications filters.
You can add scheduled items to a work queue based on qualifications. Items in the work queue appear in the
Schedule Items
 portlet on the
Staff Dashboard
 only for staff members who meet the qualifications. As those staff members complete other work, they can select additional items from the work queue.
Work queue items that don’t have defined qualifications are available to all staff members.

Set up qualifications for project templates

You can set qualifications on project and task templates so that new projects are automatically placed in a work queue for qualified staff members.
Before you can set qualifications for project templates, you must first create qualifications filters.

Project qualifications

  1. Choose
    Setup
    Templates
    Projects
    .
  2. Select a project template from the list, and then select
    Edit
    .
  3. In the
    Assigned
     section on the
    Main
     tab, select a filter in the
    Staff qualifications
     field.
    If necessary, select the
    More
     button to create a new filter.
  4. To designate the project as a work queue item, select the
    Work queue
     option.
    Projects generated from this template are added to the work queue for staff members who meet the selected qualifications filter.
  5. Select
    Enter
     to save the project template.

Task qualifications

You can also set qualifications for individual project tasks by using similar steps.
  1. Choose
    Setup
    Templates
    Projects
    .
  2. Select a project template from the list, and then select
    Edit
    .
  3. Select the
    Tasks
     tab.
  4. Open a task in the
    Task Template
     window.
    You can double-click the task, or select it and select
    Edit
    .
  5. In the
    Assigned
     section on the
    Main
     tab, select a filter in the
    Staff qualifications
     field.
    If necessary, select the
    More
     button to create a new filter.
  6. To designate the task as a work queue item, select the
    Work queue
     option.
    Tasks generated from this template are added to the work queue for staff members who meet the selected qualifications filter.
  7. Select
    OK
     to save the task template.
  8. Select
    Enter
     to save the project template.

Set up qualifications for a single work item

You can set qualifications for an individual project, task, scheduled phone call, or to-do item.
Before you can set qualifications for work items, you must first create qualifications filters.
  1. Add or edit a project, task, scheduled phone call, or to-do item.
  2. In the
    Assigned
     section of the window, select a filter in the
    Staff qualifications
     field.
    If necessary, select the
    More
     button to create a new filter.
  3. To add the item to the work queue, select the
    Work queue
     option.
    Otherwise, select the
    Staff
     option and select a qualified staff member.

Set up qualifications for multiple items

You can set qualifications for multiple projects or tasks at the same time.
Before you can set qualifications for work items, you must first create qualifications filters.
  1. On the
    Manage Projects
     screen, press SHIFT or CTRL while selecting multiple projects or tasks.
  2. Right-click and choose
    Edit Selected Projects
     or
    Edit Selected Tasks
    .
    This opens the
    Edit Selected Projects/Tasks
     window.
  3. In the first dropdown field, select
    Staff Qualification
    .
  4. In the next field, select the qualifications filter to apply to the selected items.
  5. Select the
    Add Row
     button, and then select
    Staff Assignment Method
     in the first field of the new row.
  6. In the next field, select
    Work Queue
    .
  7. If you want to assign the items to a specific staff member, select
    Assigned Staff
    .
    Then select the
    Add Row
     button again and select
    Assigned Staff
     and the staff member to whom you want to assign the items.
  8. Select
    OK
    .

This article applies to:

  • Product: Practice CS