Assigning - this process occurs when the responsibility for a Compact Activity or Case is designated to a PO from either a Supervisor or a Compact Office User.
Reassigning - this process occurs when the responsibility for a Compact Activity or Case is designated to a PO or supervisor from either a Supervisor or a Compact Office User that was previously assigned to another user.
Delegating - this process occurs when the responsibility for a Compact Activity or Case is allotted to a Supervisor from a Compact Office User to either complete the tasks or take ownership of a case or to assign down to a PO User.
Directing Workflow in the Compact Office
- Outgoing Activities: Review, Return for revision or Transmit to the other state
- Incoming Activities:
- Assigning vs. Delegating
- Reject Incomplete Transfer Requests
Two types of action items appear on the Compact Workload
Assign creates the response. Delegate assigns another review and assignment for the reply to be completed to a supervisor
Assign this to a PO
- PO receives an email
- Case/activity ownership is transferred
- Reply is created
Delegate this to a Supervisor
- Supervisor receives an email
- Ability to assign is passed
- Supv assigns to PO or to themselves
Until user is assigned the activity for reply, overdue notifications cannot be generated since there is no user related to that activity. Check transmission dates to calculate due dates for un-assigned activities. External reports are available to identify unassigned cases in the receiving state.