Assignments

πŸ“˜

Definition

Assignments enable users to assign cases to specific users, ensuring clear responsibility and avoiding work duplication.

How it works

In Ondorse, users have the flexibility to assign cases to themselves or to any other team member, ensuring clear task allocation within the compliance process. This assignment information is visible on the "Case" screen, making it easy for everyone in the team to see who is responsible for each case.

Additionally, the system allows for easy de-assignment, enabling users to remove themselves or others from a case if needed.

Assignment management

Filtering assignees

Use the "Assignee" filter in the case list to display only the cases you are assigned to, those assigned to specific team members or those that are missing an assignee.

Assignment history

The Activity log provides a chronological record of all assignment actions for each case. You can retrieve at any time who assigned who, and who took what action in Ondorse.