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When creating or editing a Queue, the user is presented
with a page for configuration.
In version 6, the Project Roster is maintained with this section of the Queue Edit page. Prior to version 6, the Roster was maintained with Invite/Manage Members.
Queues all have a Roster,
or membership list, that is maintained on the Edit page.
Role: There are 4 options for Role:
Manager - has the full rights to manage the project or queue, including the assignment or work and management of the roster.
Sponsor - has the same rights as the Project Managers.
Participant - can be assigned work within the project or queue.
Observer - has the ability to view information but cannot be assigned work.
Resource Type: This field can be set to either Salaried Employee, Internal Consultant, or External Consultant.
Active/Inactive: Each user's
My Queues folder
shows a list of open queues which
include that user as an active
member of the roster. If
a user is made inactive, the
queue will no longer appear in the
My Queues folder and tickets cannot be assigned to
that user.
Right click on the Queue and select Edit
from the pop-up menu.
Select a resource in the Select a User drop-down.
Click the Add button.
Set at user's role, resource type, status, and rates.
Save your changes.
Right click on the Queue and select Edit from
the pop-up menu.
Locate those users in the Roster list and change their status to Inactive.
Save your changes.
Right click on the Queue and select Edit from
the pop-up menu.
Click the Remove checkbox beside the name of the member(s) you wish to remove.
Save your changes.
Tickets within the queue have a list of options for fields such as Product, Location, and Next Step. These options are taken directly from the System Administration tables, but a sub-set can be identified for each queue by using this option.
Right click on the Queue and select Edit from
the pop-up menu.
Use the Code Table drop-down to select the table you wish to configure.
The master list will be presented. Ensure the Active checkbox is selected for each option you wish to have available within the queue.
Save your changes.
