Setup WorkGroups, Permissions & LookUp Lists

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To Setup Temp Assignments In Administrator:

1.Open the Deskflow Administrator

2.Create User WorkGroups to reflect your organizational structure

3.For each WorkGroup, checkmark the appropriate Access Rights to Program Components

4.For each WorkGroup, checkmark Fast Track Assignments in Access Rights to Program Components  

5.For each WorkGroup, in the Temps Assignments section, optionally checkmark: Edit, Delete, Create New, Override Locking, Change Placement.

6.For transportation Company A WorkGroup, assign the Create New permission.

7.Open LookUp Tables editor and setup Credentials Descriptions with a Type of 'TA Category'

 

Example: Fast Track Assignments - Access Rights and Group Permissions

TempAssignment_AccessRights

 

Example: LookUp Tables Editor - Driver Credentials with Type=TA CATEGORY

TempAssigment_Credentials