Delegate Cases to operator
Hello
I am given a task where an operator A can give a date range(From and To) on which he would not be available to work, and gives name of another operator B as his substitute for the given date range.
On saving the changes, any case created in the future, supposed to be assigned to Operator A will automatically go to the worklist of Operator B for the assigned date range.
How can I achieve this?
Thanks
Pegasystems Inc.
US
Here is some information on setting work availability.
https://community.pega.com/knowledgebase/articles/application-development/85/defining-operator-availability https://community.pega.com/sites/default/files/help_v84/procomhelpmain.htm#case-management/case-manager-portal/cm-setting-availability-dates-tsk.htm
In the Case Manager portal, users can select the Operator icon in the top right to open their profile. In the profile, select Actions > Edit Availability. Managers can use the My Teams page to view their team and edit the availability for a user profile.
Pegasystems Inc.
JP
@CarissaW_GCS Hello Carissa, How about Cosmos UI? I am trying to confirm if we can use that functionality with Cosmos UI but I couldn't find Profile or Edit Availability from Operator Icon or Team page. Where can I find it or does not Cosmos provide it as OOTB?
Pegasystems Inc.
US
@takaa I don't see the options provided in the out of the box Cosmos User portal either but you could modify your portal to add the ability to edit the data.
Pegasystems Inc.
JP
@CarissaW_GCS Thanks Carissa, I thought so, too. I will modify the portal.