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Managing Case Participants

In ShareDo, master data records are created for different types of entities, e.g. organisations, persons or teams. An example of a master data record...

First posted: April 23rd, 2022 2474 views 1 likes
Manage Participant Roles

Create Create participant roles in ShareDo Modeller. Launchpad > Modeller > Participant roles. Click the + button > Add Role. Enter a Name and Icon, and...

First posted: April 5th, 2022 1684 views 0 likes
Add a Participant Role to a Work-type

You can add participant roles to one or more work-types to define how you want the entity assigned to that role to participate. Open...

First posted: April 5th, 2022 767 views 0 likes
Enable Ordering of Participants

You can enable ordering of participants in sharedo Modeller to allow multiple participants in the same role to be assigned an order of precedence,...

First posted: April 5th, 2022 1087 views 0 likes
Make a Participant Mandatory, Recommended or Optional

You can configure whether a role participant is mandatory or recommended in ShareDo Modeller. Open Launchpad > Open Modeller > Participant Roles. Select the...

First posted: April 5th, 2022 639 views 0 likes
Make a Participant Role Manually Assignable

You can make a participant role manually assignable in sharedo Modeller. It is important to check this if you want to be able to...

First posted: April 5th, 2022 655 views 0 likes
Define ODS Types on a Participant Role

You can define what ODS entities can fulfil a participant role in ShareDo Modeller. For example, you could say a defendant can be a...

First posted: April 5th, 2022 1191 views 0 likes
Adding and Removing Role Categories

Role categories are used to segment participants into similar groupings. For example it could be experts or service providers. Go to Launchpad > Modeller...

First posted: April 5th, 2022 696 views 0 likes
Managing Participant Connections in a Case

When you're managing participants in a case, you can manage their case and network connections, depending on their participant role, from the edit participant...

First posted: May 13th, 2022 1305 views 0 likes
Configuring Participant Synchronisation

Participant synchronisation rules specify how participants defined on one work type are synchronised or copied to another. Typical user cases for this configuration are:...

First posted: May 15th, 2022 1298 views 0 likes
Understanding Participant Types

Participant and party types, and the ODS In ShareDo, master data records are created for participant types. An example of a master data record...

First posted: May 13th, 2022 2608 views 0 likes