Assign a Task:
The E-Subro Hub allows certain tasks to be assigned and completed by users who are not the owner of the demand.
For instance, in some cases, a Subrogation Rep will create a demand, but not add the evidence documents. Instead, they will leave this task for another user who specializes in adding evidence to all of the outgoing demands.
To alert the user who will add the evidence, simply use the Assign Task to User action (accessible from within the demand).
Inside the Assign Task to User action, choose the task to assign. In this case (Figure 2.) we're assigning the Add Evidence task.
This task shows an amount and a date. Had a supplement been added, another Add Evidence task would be present with the supplemental amount and date, to allow you to specify what values the evidence will apply to.
Next, use the search criteria to identify the user who will complete the task. In this example, we'll assign the task to Michelle Attachment (that's really her name; Really!)
So, in the search, we can enter the first few letters of her last name and click the Search Profiles button.
When the search is complete, at list of user matches appears at the bottom of the page. Click the "Assign to User" button for the specific user that will be assigned this task.
Note: You may use any of the search criteria to narrow the list of users. For instance, if you've searched for last name Smith, you might get 25 users found. To narrow the search, you might try entering a first name and clicking Search Profiles again.
If your search returns NO matches, it may mean that no records exist in the database.
It could also mean that you've entered conflicting information in the search criteria. Try starting the search using only a single field in the search criteria.
If there are truly no matches, keep this in mind: The search only looks for users with a completed profile within the Arbitration Forums web site. If the user you're looking for has never been in the system before (or if they've never completed a profile), you will not find them in this list.
User Not Found:
If you can't find the user in this list, you can still assign the task to them. To do so, use the button, as follows:
Click the button (on the right side of the search page) and follow the instructions.
You'll be asked to enter a viable email address or physical address for the user (using email is easier and faster).
A notification will be sent to the user, with a link to access the demand via E-Subro Hub. If the user enters the E-Subro Hub to complete the task, they will be required to complete their profile. Once they do so, the next time you try to assign a task to them, you'll find them in the Search Profiles list.
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