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In the Assignment Dashboard, click More Options.
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Click Labels.
- Result: The Labels screen opens.
- Click New Label.
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Complete the Create New Label form.
Field Name Description Label Name Title of the label Worker Access Select one of the following options to determine if the worker can view or set this label.
- View - The worker can only view the label.
- View & Set - The worker can apply the label, but they cannot resolve it.
Notifications Add employees for the system to alert when a user applies the label. Actions Select the following actions that the system will trigger when a user applies a label.
- Mark the assignment as Alert status - The label will appear in the Alert section of the Assignment Dashboard.
- Require the user to enter a private message or privileged message - The user must enter a message when they apply the label.
- Include instructions for note field - Provide the user with instructions on what to include in their note.
- Require a reschedule - The user must propose a rescheduled time.
- Remove label once reschedule is approved or decline - Applicable only if you select Require a reschedule.
Scope Select which assignment statuses the user can use the labels in.
To remove the label when the assignment is voided or cancelled, select Remove on Void/Cancel.
To choose which templates can use the label, enter the template name in the search bar. If you leave this blank, all templates can use the label.
- Click Save.
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