Online Training Course. An . assignment request. is created by an assignor to initiate the electronic assignment of a registered interest to another party called the assignee. To begin the electronic assignment process, a valid surface disposition activity is selected by the assignor. An assignmen.... ID: 640624
DownloadNote - The PPT/PDF document "Welcome! To the Create Assignment Reque..." is the property of its rightful owner. Permission is granted to download and print the materials on this web site for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.
Presentations text content in Welcome! To the Create Assignment Request
Slide1
Welcome!
To the Create Assignment RequestOnline Training Course
An assignment request is created by an assignor to initiate the electronic assignment of a registered interest to another party called the assignee. To begin the electronic assignment process, a valid surface disposition activity is selected by the assignor. An assignment request should indicate the assignor/assignee, new service address and email address (if other than the default).The request may or may not require reviewer approval within the company depending on the role(s) assigned to the individual creating the request. This means that the individual may be the Creator, Reviewer and Concurrer at the same time.
The Activity tab displays the activities that are being assigned to another party. The activities shown are the ones selected from the Activities Found screen. You can delete or add new activities to include in this assignment request.An Assignment Request number will be assigned by ETS when an assignment is saved. Ensure you note this number, as you will need it to access the assignment request through the Work In Progress (WIP) screen
.Click on More Information to view how to add/delete activities and save assignment request
.Create Assignment Request - Activity TabAssignment Request - The Assignment Request Number will show on the header if the request is successfully saved.Assignment
Rules - Click this hyperlink if you want to view the Electronic
Assignment Business
Rules
document
.
More Information
(Pages
5 to
12)
Slide5
Create Assignment 1
Return to Activity Tab
Slide6
Create Assignment 2
Return to Activity Tab
Slide7
Create Assignment 3
Return to Activity Tab
Slide8
Create Assignment 4
Return to Activity Tab
Slide9
Create Assignment 5To Delete an Activity from the Assignment Request
Return to Activity Tab
Slide10
How to Save the Assignment Request - in next slides
Create Assignment 6
Return to Activity Tab
Slide11
Create Assignment 7
Return to Activity Tab
Slide12
Create Assignment 8
Return to Activity Tab
Slide13
The Assignor/Assignee tab identifies who the assignor is for the activities and who the assignee will be. Assignees may be removed from the tab while the assignment is at work in progress. Initially the assignee grid will be empty. The intended assignee client should have an existing ETS account in order to have a valid assignment request.
The Add Assignee button will open the Find Client screen, which enables you to select the assignee.Click on More Information
to view how to add an assignee.Create Assignment Request - Assignor/Assignee TabView Assignment Document - The Assignment Document hyperlink opens the Original Assignment Document (PDF). It is available on all tabs.Add
Assignee - Add Assignee button opens the Find Client screen where you can select the assignee
.
Reviewer
Approval
- Depending
on your role(s), the action button could change to
Reviewer Approval Approve or Submit.
This button is available on all tabs
.
More Information
(Pages 14 to 16)
Slide14
Create Assignment 1Return to Assignor/Assignee Tab
Clicking
Assignor/Assignee tab opens up the screen to add Assignee
Slide15
Create Assignment 2
Return to Assignor/Assignee Tab
Slide16
Create Assignment 3
Return to Assignor/Assignee Tab
Slide17
The Service Address Tab enables you to assign a new service address for all activities in the Assignment Request.The message at top of screen will say NOTE: NEW SERVICE ADDRESS WILL BE RESPONSIBLE TO PAY ASSIGNMENT FEE INDICATED. This message is meant to make the creator aware that whom they indicate as New Service of Address will be required to pay the fee.
The New Service Address can only be changed to the Assignee indicated on the Assignor/Assignee tab.Click on More Information
to view how to insert new service address.Create Assignment Request - Service Address TabEllipsis - The ellipsis(...) button opens the Find Client Screen where you can select the client.
Copy Down
- Use
the
Copy Down
button to copy the client service address for all activities
.
Clear
- Clear
button will clear the Service Address field to “blank”. To remove the New Service Address, go to
Find Client
screen and click on
Select Blank
button
.
More Information
(Pages 18 to 20)
Slide18
Create Assignment 1
Return to Service Address Tab
Clicking Service Address tab opens up the screen to change service address
Slide19
Create Assignment 2
Return to Service Address Tab
Slide20
Create Assignment 3
Return to Service Address Tab
Slide21
Click here for more details about Email Notification.Tip: The email address should be left blank if the Concurrer’s default email address is in effect.The Email tab allows the users to insert a specific email address that should receive the email requesting concurrence to an assignment request. If an email address is not specified then an email message will be sent to clients with the concurrence role who are part of this assignment. The default email address is associated with the individual/client account that the Site Administrator had set up.
The email recipients can access the request using the Work In Progress (WIP)screen.Click on
More Information to view how to insert an email address.Create Assignment Request - Email TabMore Information
(Pages 22 to 24)
Slide22
Create Assignment 1
Return to Email Tab
Clicking Emai tab opens up the screen to insert email address
Slide23
Create Assignment 2
Return to Email Tab
Slide24
Create Assignment 3
Return to Email Tab
Slide25
The Status/Warnings Tab displays the status information about the assignment request. Any applicable Client Errors/Warnings will also be displayed on this tab as well as on the other tabs.Client Errors will be displayed after the request is validated. Errors will stop the Creator from proceeding further until errors are corrected. The assignment will then require revalidation.
Client Warnings will be displayed after the Validation Process. Warnings will not stop the Creator from proceeding further.Click on More Information
to view how to display the status/warnings.Create Assignment Request - Status/Warnings Tab
Client Errors - Any applicable
client errors/warnings
are displayed at the top of the screen
.
Initiated
By
- This
is where you can select the individual/company who initiated the request
.
Comment
- Enter
brief information about the assignment request. Comments are displayed on the
Work
In
Progress
screen. This information is helpful in identifying your assignment.
More Information
(Pages 26 to 29)
Slide26
Create Assignment 1
Return to Status/Warnings Tab
Clicking Status Warning tab opens up the screen to initiate client
Slide27
Create Assignment 2
Return to Status/Warnings Tab
Slide28
Create Assignment 3
Return to Status/Warnings Tab
Slide29
Create Assignment
4
Return to Status/Warnings Tab
Slide30
Congratulations!
You have completed the Create Assignment Request
Online Training CoursePlease proceed to the Work In Progresstraining module detailing other functionality of Assignments.
If you have any comments or questions on this training course,
please forward them to the following email address:
Download this presentation
DownloadNote - The PPT/PDF document "Welcome! To the Create Assignment Reque..." is the property of its rightful owner. Permission is granted to download and print the materials on this web site for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.
Presentations text content in Welcome! To the Create Assignment Request
Welcome!
To the Create Assignment RequestOnline Training Course
An assignment request is created by an assignor to initiate the electronic assignment of a registered interest to another party called the assignee. To begin the electronic assignment process, a valid surface disposition activity is selected by the assignor. An assignment request should indicate the assignor/assignee, new service address and email address (if other than the default).The request may or may not require reviewer approval within the company depending on the role(s) assigned to the individual creating the request. This means that the individual may be the Creator, Reviewer and Concurrer at the same time.
Click here to view an Assignment Request example.
Welcome
Slide2DateRevisions TypePage NumberAugust 31, 2012ConversionAll
Revisions
Slide3In this module, you will learn how to create an assignment request by using the following tabs in logical sequence:Activity TabAssignor/Assignee Tab
Service Address TabEmail Tab
Status/Warnings TabCreate Assignment Request - Introduction
Slide4The Activity tab displays the activities that are being assigned to another party. The activities shown are the ones selected from the Activities Found screen. You can delete or add new activities to include in this assignment request.An Assignment Request number will be assigned by ETS when an assignment is saved. Ensure you note this number, as you will need it to access the assignment request through the Work In Progress (WIP) screen
.Click on More Information to view how to add/delete activities and save assignment request
.Create Assignment Request - Activity TabAssignment Request - The Assignment Request Number will show on the header if the request is successfully saved.Assignment
Rules - Click this hyperlink if you want to view the Electronic
Assignment Business
Rules
document
.
More Information
(Pages
5 to
12)
Slide5Create Assignment 1
Return to Activity Tab
Slide6Create Assignment 2
Return to Activity Tab
Slide7Create Assignment 3
Return to Activity Tab
Slide8Create Assignment 4
Return to Activity Tab
Slide9Create Assignment 5To Delete an Activity from the Assignment Request
Return to Activity Tab
Slide10How to Save the Assignment Request - in next slides
Create Assignment 6
Return to Activity Tab
Slide11Create Assignment 7
Return to Activity Tab
Slide12Create Assignment 8
Return to Activity Tab
Slide13The Assignor/Assignee tab identifies who the assignor is for the activities and who the assignee will be. Assignees may be removed from the tab while the assignment is at work in progress. Initially the assignee grid will be empty. The intended assignee client should have an existing ETS account in order to have a valid assignment request.
The Add Assignee button will open the Find Client screen, which enables you to select the assignee.Click on More Information
to view how to add an assignee.Create Assignment Request - Assignor/Assignee TabView Assignment Document - The Assignment Document hyperlink opens the Original Assignment Document (PDF). It is available on all tabs.Add
Assignee - Add Assignee button opens the Find Client screen where you can select the assignee
.
Reviewer
Approval
- Depending
on your role(s), the action button could change to
Reviewer Approval Approve or Submit.
This button is available on all tabs
.
More Information
(Pages 14 to 16)
Slide14Create Assignment 1Return to Assignor/Assignee Tab
Clicking
Assignor/Assignee tab opens up the screen to add Assignee
Slide15Create Assignment 2
Return to Assignor/Assignee Tab
Slide16Create Assignment 3
Return to Assignor/Assignee Tab
Slide17The Service Address Tab enables you to assign a new service address for all activities in the Assignment Request.The message at top of screen will say NOTE: NEW SERVICE ADDRESS WILL BE RESPONSIBLE TO PAY ASSIGNMENT FEE INDICATED. This message is meant to make the creator aware that whom they indicate as New Service of Address will be required to pay the fee.
The New Service Address can only be changed to the Assignee indicated on the Assignor/Assignee tab.Click on More Information
to view how to insert new service address.Create Assignment Request - Service Address TabEllipsis - The ellipsis(...) button opens the Find Client Screen where you can select the client.
Copy Down
- Use
the
Copy Down
button to copy the client service address for all activities
.
Clear
- Clear
button will clear the Service Address field to “blank”. To remove the New Service Address, go to
Find Client
screen and click on
Select Blank
button
.
More Information
(Pages 18 to 20)
Slide18Create Assignment 1
Return to Service Address Tab
Clicking Service Address tab opens up the screen to change service address
Slide19Create Assignment 2
Return to Service Address Tab
Slide20Create Assignment 3
Return to Service Address Tab
Slide21Click here for more details about Email Notification.Tip: The email address should be left blank if the Concurrer’s default email address is in effect.The Email tab allows the users to insert a specific email address that should receive the email requesting concurrence to an assignment request. If an email address is not specified then an email message will be sent to clients with the concurrence role who are part of this assignment. The default email address is associated with the individual/client account that the Site Administrator had set up.
The email recipients can access the request using the Work In Progress (WIP)screen.Click on
More Information to view how to insert an email address.Create Assignment Request - Email TabMore Information
(Pages 22 to 24)
Slide22Create Assignment 1
Return to Email Tab
Clicking Emai tab opens up the screen to insert email address
Slide23Create Assignment 2
Return to Email Tab
Slide24Create Assignment 3
Return to Email Tab
Slide25The Status/Warnings Tab displays the status information about the assignment request. Any applicable Client Errors/Warnings will also be displayed on this tab as well as on the other tabs.Client Errors will be displayed after the request is validated. Errors will stop the Creator from proceeding further until errors are corrected. The assignment will then require revalidation.
Client Warnings will be displayed after the Validation Process. Warnings will not stop the Creator from proceeding further.Click on More Information
to view how to display the status/warnings.Create Assignment Request - Status/Warnings Tab
Client Errors - Any applicable
client errors/warnings
are displayed at the top of the screen
.
Initiated
By
- This
is where you can select the individual/company who initiated the request
.
Comment
- Enter
brief information about the assignment request. Comments are displayed on the
Work
In
Progress
screen. This information is helpful in identifying your assignment.
More Information
(Pages 26 to 29)
Slide26Create Assignment 1
Return to Status/Warnings Tab
Clicking Status Warning tab opens up the screen to initiate client
Slide27Create Assignment 2
Return to Status/Warnings Tab
Slide28Create Assignment 3
Return to Status/Warnings Tab
Slide29Create Assignment
4
Return to Status/Warnings Tab
Slide30Congratulations!
You have completed the Create Assignment Request
Online Training CoursePlease proceed to the Work In Progresstraining module detailing other functionality of Assignments.
If you have any comments or questions on this training course,
please forward them to the following email address:
EDS.Support@gov.ab.ca
Conclusion
Slide31