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
- Choose .
- Select a project template from the list, and then selectEdit.
- In theAssignedsection on theMaintab, select a filter in theStaff qualificationsfield.If necessary, select theMorebutton to create a new filter.
- To designate the project as a work queue item, select theWork queueoption.Projects generated from this template are added to the work queue for staff members who meet the selected qualifications filter.
- SelectEnterto save the project template.
Task qualifications
You can also set qualifications for individual project tasks by using similar steps.
- Choose .
- Select a project template from the list, and then selectEdit.
- Select theTaskstab.
- Open a task in theTask Templatewindow.You can double-click the task, or select it and selectEdit.
- In theAssignedsection on theMaintab, select a filter in theStaff qualificationsfield.If necessary, select theMorebutton to create a new filter.
- To designate the task as a work queue item, select theWork queueoption.Tasks generated from this template are added to the work queue for staff members who meet the selected qualifications filter.
- SelectOKto save the task template.
- SelectEnterto 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.
- Add or edit a project, task, scheduled phone call, or to-do item.
- In theAssignedsection of the window, select a filter in theStaff qualificationsfield.If necessary, select theMorebutton to create a new filter.
- To add the item to the work queue, select theWork queueoption.Otherwise, select theStaffoption 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.
- On theManage Projectsscreen, press SHIFT or CTRL while selecting multiple projects or tasks.
- Right-click and chooseEdit Selected ProjectsorEdit Selected Tasks.This opens theEdit Selected Projects/Taskswindow.
- In the first dropdown field, selectStaff Qualification.
- In the next field, select the qualifications filter to apply to the selected items.
- Select theAdd Rowbutton, and then selectStaff Assignment Methodin the first field of the new row.
- In the next field, selectWork Queue.
- If you want to assign the items to a specific staff member, selectAssigned Staff.Then select theAdd Rowbutton again and selectAssigned Staffand the staff member to whom you want to assign the items.
- SelectOK.
