Assignments Tab

The Assignments tab allows you to view the case folder workflow, the status of workflow tasks, and complete any tasks that are assigned to you.

The (1) Tasks Assigned to Me section allows you to perform actions on tasks that have been assigned to you specifically. Authorized users can complete tasks, complete and assign tasks, view task information, and delegate tasks to another user. The Tasks Assigned to Me section sorts assignment information using the following columns:

Task Name
Role Name
Assigned By
Assigned Date
Due Date
Status

The (2) All Activities section allows you to view the assignment activities from a high level, view a diagram of the selected workflow, and view the completed actions in the workflow history. The All Activities section sorts assignment information using the following columns:

Task Name
Role Name
Assigned By
Assigned Date
Due Date
Status

Some eCASE Configurations feature expanded Assignments options, including:

Sub Folders/Contracts: Case Folders created beneath the current case folder, in a Parent/Child relationship.
Linked Folders/Contracts: Case Folders which are relevant to the current case folder and are linked to allow for quick access.
FYI Copies: Case Folders which have been sent to an office, user, or user group, and serve as a notification to gain attention to the case folder.

(!!) Note: If authorized, users can click the New Task button to create and execute an Ad Hoc workflow.