iLab Help > Core Facilities > Core Staff > Managing Service & Project Requests
 

how do i assign requests to core pErsonnel?

There are three ways that you may assign requests to members of your core: when building the Project Template, using Track Work on the requests, and on milestones.

Project Template

STEP 1: From your core’s homepage, click the Request Services tab. (Figure 1) 

Figure 1: Click the Request Services tab.

STEP 2: Click on the Add a Service Request Template OR click on the edit (pencil) icon to the right of an existing request project template.(Figure 1)

 

The Project Template screen displays.

STEP 3: Complete the form.

Name your template and complete the other fields. You will then see the Service Project Assignees section. (Figure 2) 

Figure 2: Complete the Service Project Assignees form.

STEP 4: Select a core staffer by clicking assign by their name.

The name now displays under Assigned core members. (Figure 3) 

Figure 3: Click assign to assign a staffer.

STEP 5: Click Save.

The selected core members will now automatically be assigned to all requests made for the particular project type.  

Track Work

STEP 1: Access the service request.

From your core’s homepage, access the lists of service request on the View All Requests tab.  (Figure 4) 

Figure 4: View all requests.

STEP 2: Click on the pencil icon to the right to open an options window. (Figure 5) 

Figure 5: Click pencil icon to open the Options window.

The options window displays.

 

STEP 3: Click track work on the options window. (Figure 6) 289

Figure 6: Click track work.

STEP 4: Complete the track work window and click apply changes. (Figure 7)

Figure 7: Complete the track work window.

STEP 5: Click the x to exit the window.  

The workers assigned will be displayed on the request. (Figure 8) 

Figure 8: The assigned workers now display.

Milestones

 

STEP 1: From your core’s homepage, click the arrow to expand your service request.

Now, click on add milestone.  Complete the form and click save.(Figure 9) 

Figure 9: Click add milestone, then complete the form.

STEP 2: Now click the pencil icon to edit the milestone.  (Figure 10) 

Figure 10: Click the pencil icon to edit.

The Edit window displays.

 

STEP 3: Select an assignee.

In the edit window, click inside the Select Persons box. A list of possible assignees will display. Click a person to select. You may choose multiple assignees. (Figure 11) 

Figure 11: Complete the Edit Milestone window.

STEP 4: Click save and close.

 

The milestone is now assigned.

Core administration configures when necessary notifications can be emailed to assigned workers.


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