What is the Assignment Search?

What is the Assignment Search?

The Assignment Search is used to search for all requests related to assignment workflows that are pending or completed.

To access this search, go to: Search > Assignment Search

How to use the Admin Mode?

Enabling Admin Mode unlocks extra functionality, including:

  • Deleting an assignment

  • Approving requests for other users

Only users with appropriate permissions (as defined in Group Security) can activate Admin Mode.

Required Fields

  • At least one search field must be entered in order to search for an assignment

  • Other fields are optional to narrow down the search results.

How to use

  • Once user clicks Search, the system retrieves all assignments that match the search results.


Alert
An image that was set to an assignment workflow cannot be deleted in the image tab. The only way to delete that image in STAC is to go to, Search > Assignment Search, enable Admin mode and delete the assignment. Only then the image can be deleted from the case.



Preview Section

  1. If the Assignment has an image related to the workflow, the preview section will be available to preview the image

Detail Section

  • Highlights a selected record for an easier view of the record selected.

  • Reduces the need for horizontal scrolling.

  • Only fields with values are shown in the Detail section.

Hyperlinks & Navigation

  • Case Numbers and Names in the Detail section are hyperlinks:

    • Selecting the case number will open the Case Card.

    • Selecting the Name will open the Directory Card

    • From the case card users can select "View Case" to open the case in a new tab.

    •  From the directory card users can select "View Directory" to open the full Directory Module in a new tab, where they can add/edit directory information.

    • Related Articles

    • How to Search for Cases?

      How to search for Cases? The Case Search Screen is where users can search for cases, add new records, run reports, etc. To search for a case, choose the filter based on what information the user is using to search, type the information, and search. ...

    • How to know what Cases were viewed by users?

      What is the Cases viewed by user Search? The Viewed Cases by User screen displays a list of cases that a specific user has recently accessed. This helps users quickly return to previously viewed cases without performing a new search. Each entry in ...

    • How to configure the Assignment Workflow?

      How to configure the Assignment Workflow? Each workflow must have at least one approver, and it can have as many approvers as needed. Ideally, the system is configured so each approver gets an email when the previous approver approves the request, ...

    • What is the Form Search?

      What is the Form Search? The form search is where users can view forms that have been sent out through STAC. Users are also able to view the answers from the form and update STAC directly from the form search screen. To access the form search, go to: ...

    • What is the Event Search?

      What is the Event Search? The Event Search feature allows users to search for all the events on a specific date. This allows users to do batch update of these Events. To access the Event Search, go to Searches > Event Search Users can search for ...