CRM - Category / Workflow / Task / Role - Overview

A quick run down on how to see who is allocated to a CRM/Workflow/Task/Role

In Authority - navigate to Category Codes (Admin - Customer - Customer Request Management - Parameters - Category Codes (i_al092)) - search the for the category

Find - search in Major Category - or you can search by CRM category name in Description (e.g. *Industry*)

In this case - there are 7 categories with Industry as the Major Category.

This category has the Workflow ECOD - Economic Development assigned to it.

To get more information about the workflow - open Workflow Definition (Admin - Customer - Customer Request Management - Workflow (i_dm024)) and search.

Find - enter ECOD - OK

This shows that Adam is the responsible for the Workflow (this is usually always a Team Leader or a Manager) - and Lonnie and others are responsible for actioning the task/s.

To see who 'others' is - you open User Administration - iServices (Admin - System - Web Platform - User Administration - iServices (i_al110))

Find - enter 505 in the Role and then put an = in the end date to only show active staff. OK

This will show all staff in the role CRM - Industry Admin

In this case - there are two users assigned this role - Lonnie and Adam - just use the arrow to toggle through..

To add someone to this role - open User Administration - Search for the user. Click Update

Click down in the role section. Then select Insert Line - add 505 then tab.