Allocate Work Items 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. Navigate to the work item list.
  2. Press Tab to the work item in the work item list that you want to allocate. You can press Shift and use the Up and Down arrows to select more than one work item.
  3. Press Shift, then Tab. The focus moves to the Action toolbar.
  4. Use Shift, then Tab to move to Allocate OfferSet (The icon is a group of people, with a white arrow in the bottom left hand corner, pointing right) and press Enter.
    The Allocate OfferSet for WorkItem ID dialog displays. The focus is automatically in the Select resource to allocate to: box.
  5. Press Shift with the Up and Down arrows to select the user. You can select more than one user.
    Note: If you have selected multiple work items to allocate, the list of users displayed only includes the users that are in the offer sets of all of the work items you selected. This could possibly include zero users.
  6. Either press Tab, then Enter on Allocate to accept the users you selected or press Tab and Enter on Cancel to exit the dialog without saving your changes.

Result

The work items will appear in the work item list of the user that you selected, with a state of ALLOCATED.