1.    Purpose

These procedures will guide {INSERT TEAM NAME} through list process(es)

2.    Scope

The {INSERT TEAM NAME} will be impacted by this procedure.

3.    Roles and Responsibility

{INSERT ROLE or DEPT NAME} with a {define role} will be responsible for list action

{INSERT ROLE or DEPT NAME} will be responsible for list action share.

4.    Definitions

5.    Procedure

5.1.       Adding a Task Queue

Actors

• User with appropriate permissions
• Regent Award

Pre-condition (The planning process when adding a new or updating existing Task and Task Queue Setup and documenting other configuration areas that need to be updated)

• Task Queue does not exist
• Task Queue is added to the Task_Setup_Template

Basic Flow

1. The user creates a Customer Zone (CZ) ticket requesting Regent to copy the Production data to the QA environment.
2. Regent Account Manager updates CZ ticket once the restore is completed.
3. The user adds the Task Queue in the QA environment:
   1. Navigates Navigate to Administration
      1. Clicks Click on Task Management Clicks
      2. Click on Task Queue Setup  Setup 

1. 1. 1. Click on the “Add

1. 1. 1. Queue Setup” button

1. 1. 1. Enter the name of the Task Queue
   Clicks
   1. 1. Click “Save”
2. After the Task Queue has been added, the user performs the following steps:
   1. Clicks Click on Administration
   2. Clicks Click on [Client] (the Enterprise level)
   3. Clicks Click on the Reload RNA Setup button

NOTE: After making changes to ANY section of the configuration setup, clicking on the Reload RNA Setup button will apply and activate the changes in the system. 

1. The user validates the updated information in QA.
2. Once the user validates the configuration and ensures accuracy, the user will make the same changes in Production.

Image Added

Image Added

Post-conditions

• The Task Queue is added to Regent Award

Alternative Flow

• User edits an existing Task Queue
• Follows Navigation steps above
• Chooses existing Task Queue and clicks “Edit”

5.2.       Adding a Task

Actors

• User with appropriate permissions
• Regent Award

Pre-condition

• Task does not exist
• Task is added to the [Client] Task_Setup_Template

Basic Flow

1. The user creates a Customer Zone (CZ) ticket requesting Regent to copy the Production data to the QA environment.
2. Regent Account Manager updates CZ ticket once the restore is completed.
3. The user adds the Task in the QA environment:
   1. Navigates Navigate to Administration
      1. Clicks Click on Task Management 
      2. Clicks Click on Task Setup  

1. 1. 1. Click on the “Add Task Setup” button
      2. On the General tab, enters all new fields from the [Client] Task_Setup_Template
         1. Note: The user can only choose from the “Task Type (s)” that are pre-configured in Regent Award. If the user would like to add a new “Task Type”, this must be requested as an enhancement via a CZ ticket.