How to perform task re-assignment
1. Select Tasks for Re-assignment:
- Open the Case Manager UI.
- From the Inbox Queues, choose Group Tasks or Team Tasks.
- Mark the tasks you want to reassign and click on the ‘Reassign’ button.
2. Choose Re-assignment Method:
- You will be directed to the Assignment page, where you can select the best candidates for the task through either Bulk Assignment or Individual Assignment.
- Bulk Assignment:
- To assign all tasks within a group to one person, use the ‘Bulk Assign Option’.
- After selecting an individual, review their bandwidth and daily limits, then click ‘Confirm’ to proceed.
- Individual Assignment:
- For assigning tasks to different team members individually, use the ‘Assign To’ dropdown next to the task and select an individual.
3. Review and Execute Assignment:
- Review the tasks on the summary screen, which shows current and future owners.
- Include any relevant comments to document the reason for re-assignment.
- If you wish to proceed, click ‘Confirm’. Otherwise, select ‘Cancel’ to return to the Inbox.
4. Completion and Error Handling:
- After confirmation, the system will execute the re-assignment.
- Upon successful completion, a confirmation screen will display, with options to return to the Inbox.
- If re-assignment is in-complete, an error message will show for the re-assignment failed tasks
- If re-assignment fails, an error message will show the reason for failure with an option to retry the re-assignment.
How to Configure Language Translation for Re-assignment Content
To ensure that your re-assignment journey content is accessible to users in different languages, follow these steps to update the translation keys:
1. Access Case Designer:
- Log in to the Case Designer.
2. Navigate to Language Settings:
- Proceed to the Config section and select the Language option.
3. Update Translation Keys:
- Modify the keys related to the re-assignment journey with appropriate translated values for each key. Below are the keys that need updating:
| Key | Default Value |
|---|---|
default-reassign-comment |
Comment |
default-reassign-commentPlaceholder |
Enter your comment here… |
default-reassign-buttonPrevious |
Previous |
default-reassign-buttonCancel |
Cancel |
default-reassign-buttonConfirm |
Confirm |
default-reassign-buttonNext |
Next |
default-reassign-beforeReassignment |
Assignment |
default-reassign-beforeReassignmentSummary |
Summary |
default-reassign-cancelConfirmationMessage |
Are you sure you want to cancel the reassignment process? |
default-reassign-bulkReassignmentTableTitle |
Bulk Reassignment: Failed Allocations |
default-reassign-buttonRetryAllocation |
Retry Allocation |
default-reassign-buttonBackToInbox |
Back to Inbox |
default-reassign-buttonBulkAssign |
Bulk Assign |
default-reassign-buttonBulkAssignColumn |
Bulk Assign Column |
default-reassign-buttonClearSelection |
Clear Selection |
default-reassign-buttonAssign |
Assign |
default-reassign-bulkReassignmentBannerTitleInProgress |
Bulk Reassignment in Progress |
default-reassign-bulkReassignmentInProgress |
Reassignment is ongoing. |
default-reassign-bulkReassignmentInProgressSubtitle |
Please wait until the reassignment is completed. |
default-reassign-bulkReassignmentComplete |
Reassignment Complete |
default-reassign-bulkReassignmentCompleteSubtitle |
All tasks have been successfully reassigned. |
default-reassign-bulkReassignmentFailed |
Reassignment Failed |
default-reassign-bulkReassignmentFailedSubtitle |
Some tasks could not be reassigned. |
default-reassign-bulkReassignmentBannerTitleComplete |
Reassignment Completed Successfully |
default-reassign-bulkReassignmentBannerMessagePartiallyComplete |
Some tasks were not reassigned. Please review the table for details. |
default-reassign-bulkReassignmentBannerTitlePartiallyComplete |
Partial Reassignment Complete |
default-reassign-bulkReassignmentBannerMessageFailed |
All tasks failed reassignment. Please retry or review the errors. |
default-reassign-bulkReassignmentBannerTitleFailed |
Reassignment Failed |
default-reassign-snackbarReassignmentCancelMessage |
Reassignment process has been canceled. |
default-reassign-snackbarReassignmentCancelHeader |
Reassignment Canceled |
default-reassign-title |
Reassign Tasks |
default-reassign-panelHeader |
Bulk Reassignment |
default-reassign-panelHeaderSingle |
Single Task Reassignment |
default-reassign-panelSubtitle |
Select users for bulk reassignment of tasks. |
default-reassign-panelSubtitleSingle |
Assign the selected task to a user. |
default-reassign-infoBarMessage |
{{ totalSelectedCases }} tasks have been selected for reassignment. |
default-reassign-tooltipBandwidth |
Remaining Bandwidth |
default-reassign-tooltipDailyLimit |
Remaining Daily Limit |
default-reassign-snackbarError |
Error occurred during reassignment. |
default-reassign-snackbarAssigneeError |
Please ensure all tasks have been assigned. |
default-reassign-owned |
Owned Tasks |
default-reassign-beforeReassignmentTitle |
Before Reassignment Summary |
Ensure each key is accurately translated to maintain the clarity and effectiveness of the communication throughout the re-assignment process.