Work Types
Key Concepts What is Work? Simply put, work is any process that has a defined starting point, a defined ending point, and goes through any number of sta...
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Guides to defining different work types in your solution
Key Concepts What is Work? Simply put, work is any process that has a defined starting point, a defined ending point, and goes through any number of sta...
Modeller allows you to configure your work into the system. It includes the capability to model new work types, phase plans, workflow, key dates, UI des...
You can create a new work item from the sharedo Modeller. This article covers creating a work type and provides links to the associated configurations f...
You must grant role permissions to user roles to allow them to contribute and read work types. If no users have read permissions for the work type, the ...
You can configure data capture for a work item in Modeller. Key Facts Blade All work types have a key facts data capture blade. Here is an example of wh...
This function should only be performed by technical administrators. You cannot delete an individual matter, the correct method of ‘removing’ a matter ...
This function should only be performed by technical administrators. You cannot delete an individual matter, the correct method of ‘removing’ a matter ...
Users can change a work, instruction, or contact type into another. Use the Change Type feature if one of these types has been created in error or a dif...
The Title and Reference Generator is used to configure a work type to automatically generate titles and references for child work items, based on system...
You can link work types. Instructions can have a special relationship with another work type. This is useful when an instruction work type is being used...
The hierarchy of work items plays a crucial role as it influences several vital aspects, including: The synchronisation of participant roles Calculation...
Work Item Merge is a feature that allows instances of various work types to be merged into a single work item. For example, duplicate matters can be rem...
The system creates a network of tasks, matters, and other work items like payments and offers. However, when cases are cancelled or closed (finished), u...
The Work Scheduling settings card allows a configurator to define how a work item's lifecycle is calculated. Work Scheduling settings are mainly relevan...
We're a new category, with lots of useful information.
We're a new category, with lots of useful information.
We're a new category, with lots of useful information.
We're a new category, with lots of useful information.
Define your work type phase plans and guards
We're a new category, with lots of useful information.