Tip of the Week #81 – Setting Up Your Role Center
Office Assistant Heidi Nielsen joins us with her first tip of the week, regarding correct setup for a user’s Role Center.
My tip is always to remember to have the proper setup for the tiles in your Role center. This allows for an easy overview of your daily tasks, whether new, in progress, completed or delayed.
For the correct setup navigate to Departments – Administration – PrintVis Setup – General – User List.
Within the User list, choose the relevant user (yourself) and select Edit.
Under Case management, it is important that the box “Responsible Change not allowed” is ticked. If this is not done, the list of responsible cases will not only show the user’s own cases, but also all other open cases.