Assign Users/Groups
  • 25 May 2023
  • 4 Minutes to read
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Assign Users/Groups

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Article Summary

Atomic Scope allows you to assign a single transaction or multiple transactions to a user or a group of users for reprocessing.

How to assign Users/Groups to single transaction for Reprocessing

  1. From the Atomic Scope portal, navigate to the Tracking page
  2. Select a transaction which you want to assign to a user or a group

Assign_1.png

  1. Now click the Assign Users button to select the user/group which you want to assign

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  1. While assigning a user/group, you can also leave them a note to indicate why this transaction has been assigned to them and/or provide any other instructions

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  1. Once you have completed the assignment, it will be shown like this, including the message that you provided.

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How to assign Users/Groups to multiple transactions for Reprocessing

Assigning Users/Groups to transactions

  1. From the Atomic Scope portal, navigate to the Tracking page
  2. Select Assign To Reprocess in Tracking screen to open Assign User/Groups for Reprocessing blade

SelectAssignToReprocessButton.png

AssignReprocessBlade.PNG

  1. Now select the users from the userlist to assign them to multiple transactions

SelectUsersAssign.png

  1. Click Edit Global Intimation message option to Edit Global Initimation message that applies to all transactions and users. This step is optional.

GlobalIntimationMessage.png

EditGlobalMessage.png

  1. Click Edit Intimation message option in Grid to Add/Edit initmation message per transaction to all users. This step is optional.

EditTransactionIntimationMessage.png

EditTransactionIntimationMessageBlade.png

  1. Select transactions from the New Transactions for Configuration Grid to assign selected Users/Groups to transactions for Reprocessing
  2. Click Assign to assign multiple users/groups to multiple transactions.
    Assign.png

Editing Assigned Users/Groups from Configured transactions

Adding New Users with Existing Users to Transctions

  1. From the Atomic Scope portal, navigate to the Tracking page
  2. Select Assign To Reprocess in Tracking screen to open Assign User/Groups for Reprocessing blade

SelectAssignToReprocessButton.png

  1. Now select the users from the userlist to assign it to multiple transactions

SelectUsers.png

  1. Edit Global Initimation message or initmation message per transaction(if required). This step is optional.
  2. Select transactions from the Previously Configured Transactions Grid to assign selected Users/Groups to transactions for Reprocessing
  3. Click Assign to multiple users to multiple transactions.
    AssignUsersTransactions.png
Note:
  • Selected Users will be added to the existing Assigned users list for the selected transactions

Removing Users from Transactions

  1. From the Atomic Scope portal, navigate to the Tracking page
  2. Select Assign To Reprocess in Tracking screen to open Assign User/Groups for Reprocessing blade

SelectAssignToReprocessButton.png

  1. Now click Remove User Mappings button in Previously Configured Transactions Grid to open Remove User Mappings blade

RemoveUserMapping.png

  1. Now select the users from the userlist to remove it from the transactions
  2. Select transactions from the Previously Configured Transactions Grid to remove selected Users/Groups from transactions (or) click Delete icon in the specific record in the grid to remove the selected users/groups from that specific transaction.
  3. Click Remove All User Mappings button in Previously Configured Transactions Grid to remove selected Users/Groups from multiple transactions.
    RemoveAllUserMappings.png

No Action Needed

  1. From the Atomic Scope portal, navigate to the Tracking page
  2. Select Assign To Reprocess in Tracking screen to open the Assign User/Groups for Reprocessing blade

SelectAssignToReprocessButton.png

  1. Select transactions from the Previously Configured Transactions Grid
  2. Click No Action Needed to skip reprocessing for the selected transactions.

NoActionNeeded.png

FAQ

Who can assign a transaction

To be able to assign a transaction for reprocessing to users or groups, you need to have have one of the following Atomic Scope permissions:

  • Administrators
  • Business Process owners

Who can be assigned

In order to assign a user or a group for reprocessing a transaction the user should be a part of Atomic Scope User management. Only the users and groups which are shown in the User Management page can be assigned.

I cannot see User X

Q : I am trying to assign to a User, but the name is not showing up on the users list.
A : This is because you have not given user X the priviledge of Business Process Owner.

How many note messages can I add

It is not possible to add different note messages for different users. If you are assigning two users or groups for a particular transaction, all of them will receive the same intimation message. So, ideally:

1 Transaction = > Multiple users/groups => 1 Intimation Message

How can I find out what has been assigned to me

Navigate to the tracking page and you can search for AssignedTo = "me"

Assign_5.png

What do the color coded icons mean

Notice the second column with a user icon ? It is used to indicate whether a transaction has been already reprocessed or it is yet to be done.

Yellow - Waiting to be picked up
Green - Done , reprocessing has been complete
Gray - Not assigned to anyone

How can I filter for incomplete transactions only

  1. Just search for AssignedTo = "me" and ReprocessingStatus!="done"

Assign_6.png

  1. You can also search for ReprocessingStatus="waiting" which will yield the same results as above.

AssignedTo Search query

Searching like AssignedTo = "Suhas" does not fetch any results.
This is because you also need to use the domain name and use \\ double slash after the domain name, like this AssignedTo = "KOVLTP006\\Suhas"


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