Work assignment

A case is often assigned to a user to complete a task. For example, an employee expense requires approval by the manager of a cost center, or a refund is processed by a member of the accounting team.

In this module, you learn how to leverage work parties in routing and how to customize the Get Next Work functionality to fulfill the requirements.

Advanced

English

After completing this module, you should be able to:

Compare push routing to pull routing

Explain the default Get Next Work functionality

Customize Get Next Work

Leverage work parties in routing

Available in the following mission:

Work Delegation Design v2

Topics

Push routing and Pull routing

10 mins

Case participants and routing

15 mins

Get Next Work feature

10 mins

Get Next Work customization

15 mins

Alternative ways to find work

20 mins

Module Quiz

5 mins