Confirm account assignment
This work order is generated if KYDSO was able to generate at least one assignment proposal for the Unmanaged Account created after the account reconciliation.
All you have to do is check and confirm the assignment proposal. Corrections to the automatically assigned person or account type are of course possible.
Edit the work orders individually or perform an action for several work orders at the same time to perform the assignment.
The following are available for this work order:
The work order is closed, the Unmanaged Account is changed to the account type in the Proposed account field and assigned to the employee in the Proposed person field. | |
The work order is closed and a new work order Assign internal account or Assign privileged account is created for the Unmanaged Account based on the proposed account. To complete these work orders, you need to know which employee the account belongs to. | |
The work order is closed and a new task Assign internal account is created for the Unmanaged Account. To complete this work order, you need to know which internal employee the account belongs to. | |
The work order is closed and a new work order Assign external account is created for the Unmanaged Account. To complete this work order, you need to know which internal employee is responsible for the external employee to whom the account belongs. | |
The work order is closed and a new work order Assign privileged account is created for the Unmanaged Account. To complete this work order, you need to know which account type it is and which employee the account belongs to. | |
The work order is closed and the Unmanaged Account is switched to the account type Technical Account. | |
The status of the work order is set to Deferred. |