Configuring Queue and User assignment

You can view the status of the records that are assigned to a queue even though the records are not assigned to you. The queue and user assignment feature provides the functionality to have shared ownership (Queue) as well as individual assignment (Staff field) for a record simultaneously.

To use the queue and user assignment feature, ensure the following:

• You must select the Remedyforce Administration > Application Settings > Record Assignment > Enable Queue and User Assignment check box.
• You must add the Edit Layout > Visualforce Pages > StaffAssignmentPage to the Staff Assignment Details section. BMC recommends that you remove the Owner field from the Staff Assignment Details section. This is applicable for Incident, Change Request, Problem, Broadcast, Release, and Task forms. You must adjust the height of the StaffAssignmentPage component to avoid displaying white space on the form. This configuration is not required for console layouts.
• You must modify the custom QuickViews where records are filtered according to the owner of the record. For more information, see Modifying QuickViews to use the Queue and Staff member assignment option.
• You must modify the existing Email Alerts. For more information, see Modifying email alerts to use the Queue and Staff assignment option.
• You must modify the existing reports. For more information, see Modifying reports to use the Queue and Staff member assignment option.
• While creating templates, BMC recommends that you set the following values:
  • Owner = Queue
  • Staff = Staff member
• You can enable chatter feed tracking for Staff field.
• When this feature is enabled, the number of assigned records that are displayed in the action item portlet are based on Owner or staff member. When this feature is disabled, the record count is based on the Owner value.

Modifying email alerts to use the Queue and Staff assignment option

You must modify the existing email alerts to send the email message to the staff member instead of the owner of the record.

1. Click the Remedyforce Administration tab.
2. On the Home page, click the Manage Workflows and Approvals tile, and from the menu select Email Alerts.
3. In the Action column, click Edit beside the email alert that you want to edit.
4. From the Recipient Type list, select Related User.
5. In the Available Recipients list, select Related User: Staff.
6. Click the right arrow to move Related User: Staff to Selected Recipients list.
7. (Optional) Click left arrow to remove Owner field from Selected Recipients list.
8. Click Save. 

You must modify the following email alerts:

Email Alerts to be modified for using user and queue assignment 

Modifying reports to use the Queue and Staff member assignment option

You must modify the existing reports to display the results according to the owner field.

• For reports where the results are summarized according to the Owner field -- You must modify the report to summarize the information by Staff column. You can also subgroup the records according to the Owner field followed by the Staff field. You must modify the Tasks by Staff 2.0 (My Tasks) out-of-the-box report and other custom reports, wherever applicable.
• For reports where Owner field is displayed--You must add the Staff column to display the staff member to whom the record is assigned. You must modify the following out-of-the-box reports and other custom reports, wherever applicable:
  • Changes by Category
  • Changes by CI Class
  • Clients 2.0
  • Incidents Closed by Knowledge Articles
  • Priority 1 Incidents
  • Problems by Category
  • Problems by CI Class
  • Problems by Client 2.0
  • Release Risk And Impact By Start Date
  • Releases By Calendar Date Range
  • Releases Scheduled By CI Class Name
• For reports where My Records (Owner ID = Me) are displayed -- If the Remedyforce Administration > Application Settings > Record Assignment > Queue and User Assignment check box is selected, records where the owner field value is same as the queue value, are not displayed correctly in the results. You must customize the reports and select All Incidents in the Show list.

To modify reports to display My Records (Owner ID = Me)

1. Click the Reports tab.

   Note

   If the Reports tab is not visible, click All Tabs, and click Reports.

2. From the Folders list, select BMC Remedyforce.
3. In the Name column, click the required report.
4. Click Customize.
5. In the Show list, select All Incidents.
6. Click Save. You must modify the following out-of-the-box reports and other custom reports, wherever applicable:
   • Incidents Closed by Knowledge Articles
   • Priority 1 Incidents
   • Problems by Client 2.0
   • Release Risk And Impact By Start Date
   • Releases By Calendar Date Range
   • Releases Scheduled By CI Class Name
   • Categories
   • Incidents Closed Before Due Date
   • Outage Hours based on Business Hours
   • Service Request Fulfillment
   • Service Request Input Details
   • Tasks by Staff 2.0
   • Total Time Spent Per Incident 2.0
   • Service Request Cost Reporting

However, you can add a filter condition in reports to display records that are assigned to a specific staff member.

Modifying QuickViews to use the Queue and Staff member assignment option

You must modify the custom QuickViews where records are currently displayed according to the Owner of Record. For Staff lookup, there are two options while creating a query:

• Me
• Select Staff

For example, to display incidents assigned to myself, my queues, and the members of my queues, perform the following tasks:

1. Click the Remedyforce Dashboard tab.
2. From the list of Catalog options, expand QuickViews.
3. From the list of QuickViews, click the QuickView that you want to edit.
4. Click Edit Query.
5. In the Query Conditions section, define the conditions that filter the records according to the Owner ID or Staff. You might need to modify the color coding conditions in a similar way.
   
6. Click Save.