Assigning work tasks

As a service manager or application administrator, you are responsible for assigning resources to tasks. Tasks can be automatically assigned to a responsible organization based on service plan settings. You can also manually assign tasks to individuals by using the work plan records.

Note: The Java applet plug-in is no longer supported in the foundation application. If you still require Work Planner functionality, you must switch to the Work Planner app in our UX framework. For more information, see Assigning resources to tasks with the Perceptive app.