Automatic assignment of cases
I cant seem to understand the process of assigning cases to operators.
The process i am following now is:
1. Upload a sample file.
2. Assign sample file to Questionnaire
(The operator is already assigned to the Questionnaire)
At this point i would expect to login as operator and start making calls. But then i login as operator i see that there are no cases.
So what i do next is:
3. I go to Sample management and into the sample.
4. I manually tick all "Assign Case ID" check boxes
5. Select the Questionnaire
6. Click on the "Assign Case ID's to the questionnaire"
Still, at this point, the operator does not have any case.
7. Go to "Case Status and assignment"
8. I select the cases i want and "Assign selected cases to operator"
At this point i have cases for my operator.
PS: System Wide case sorting service is working fine
I am sure that this is not the proper way of assigning samples to operators, can you please guide me by giving me the basic steps?
I am running Centos 7, PHP 5.4, MySQL 5.5
Thank you
Question information
- Language:
- English Edit question
- Status:
- Answered
- For:
- queXS Edit question
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