Allocate Work Item(s) To Offer Set

This function allows you to allocate one or more work items to a user from the original offer set, that is, the group of users to which the work items were originally offered.

Work items allocated to the original offer set can have a state of Offered, Allocated, or Pended.

Procedure

  1. Select one or more work items in your work item list.
  2. Click the button, or the Allocate Work Item(s) To Offer Set menu selection from the Tools menu on the work item list.

    A screen similar to the following is displayed:

    This screen allows you to choose the user to whom you would like to allocate the work item(s).

  3. Click on the user to whom you would like to allocate the work item(s).

    You can optionally use the Find button (), or select Find Resource(s) from the Tools menu, to help locate the desired resource. For information about using the Find function, see Finding a Resource.

    If desired, you can either display or hide the resource details in the lower details pane by clicking the Hide/show resource details button (), or by selecting Show Resource Details from the Tools menu — this selection is a toggle.

    You can also choose which attributes and capabilities to display in the columns by clicking the Select Columns button (), or by selecting Select Columns from the Tools menu. For more information, see Using the Column Selector.

  4. Optionally check the Revert Work Item Data check box. If this box is checked, it causes any data that had been entered/modified in the work item prior to allocating it to revert to its original value. (If any data in the work item had been entered/modified, the work item will have a state of Pended.)
  5. Click the OK button.

Result

The work item(s) will appear in the Inbox of the user that you selected, with a state of Allocated.