Welcome! To the Create Assignment Request PowerPoint Presentation

Welcome! To the  Create Assignment Request PowerPoint Presentation

2018-03-06 35K 35 0 0

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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

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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.

Click here to view an Assignment Request example.

Welcome

Slide2

DateRevisions TypePage NumberAugust 31, 2012ConversionAll

Revisions

Slide3

In 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

Slide4

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:

EDS.Support@gov.ab.ca

Conclusion

Slide31


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