Configure worksheets

A system administrator can create and maintain hierarchical department > application > task group > task (worksheet) structures.

• Each department can include one or more applications; an application can be assigned to multiple departments.

• Each application can include one or more task groups; a task group can be assigned to only one application.

• Each task group can include one or more tasks; a task can be assigned to only one task group.

An application's set of task groups and tasks is the same in all the departments to which that application is assigned.

Adding applications, task groups and tasks

1. On the System Administration screen, in the Public Protection section, click Configure Worksheets.

   The Configure Worksheet screen appears.

2. To add an application to a department:

   1. Tick the relevant Department checkbox.

   2. Under Application, click ✚ and select the required application from the Add Application dialog, then click OK.

3. To add a task group to an application:

   1. Tick the relevant Department and Application checkboxes.

   2. Under Task Group, click ✚ and select the required task group from the Add Task Group dialog, then click OK.

      Only unassigned task groups are listed.

4. To add a task (worksheet) to a task group:

   1. Tick the relevant Department, Application and Task Group checkboxes.

   2. Under Task, click ✚ and select the required task from the Add Task dialog, then click OK.

      Only unassigned tasks are listed.

5. Click Save.

Removing applications, tasks groups and tasks

If you want to move a task group from one application to another, or a task from one task group to another, you must first remove the task group or task from its current location.

1. Tick the relevant Department, Application and Task Group checkboxes, or select a Task and click Search.

2. Click the adjacent icon.

   If any affected tasks (worksheets) have already been configured, ASSURE reminds you that their worksheets defaults will be cleared.

   Show me the worksheet defaults

   Worksheet defaults

   Field	Description
   Method	The usual method by which these worksheets are received by your authority.
   Source	The usual origin of such worksheets.
   Officer	The usual officer responsible for worksheets of this type.
   First Resp Target days and First Resp Target hours	The number of days or hours after receiving the worksheet by which the local authority is expected to respond.
   Competed days and Completed hours	The number of days or hours after receiving the worksheet by which the local authority is expected to complete it.
   Start Time and End Time	The hours of a normal working day during in which worksheets are usually processed. ASSURE uses these values to ensure that calculated target dates and times on a worksheet occur during the specified working hours.
   Activity	The Time Recording activity against which worksheets should be recorded.
   Procedure	The default procedure added to the Actions tab when the worksheet is received.

3. Click OK to continue.

4. Click Save.