Process Configuration Follow

Topics Covered
• Commissioning Process
• Make-Ready Process
• Decommissioning Process. 

Target Users
• Housing Administrators

Required Permissions
• Residence Manager (min)
• Local Admin

Process Configuration 

To begin Process Configuration, you MUST create a User Group.

From the Configuration menu select Process Configuration and click on User Groups.

On the User Groups screen click Add, set the name of the group, add the members that will belong to the group, and click Save Changes. 

Remember, you must create groups first.  Then you may add group members.  Members can be added to ATLAS Housing through Access Control and assigning the required role.

Once User Groups are configured you may start Process Configuration. 

You may begin with any of the three processes, but we highly recommend you work in this order to be prepared for Transfer Season.

Creating Tasks 

In the Make Ready Template click on Add Task. A panel will open on the right hand side of the screen, here you will be able to add the following information:

• Name: This is the name of the Task, for example Pre-Departure Inspection. 
  
  
• Assigned To: This will depend on the groups previously created (ex. RSO, GSO, etc.).  You can always create more groups if needed.
  
  
• Ownership Type: Any, Leased, or Government Owned residence
  
  You may also add notification preferences and triggers. 
  After each Task area is completed as required, be sure to click Add to ensure the action is saved in the Make-Ready template. 

Email Notification Configuration 

You can customize email notifications when adding a Task.  Notifications will be delivered to the groups assigned to that specific Task.

Select the type of notification: Task Assigned, Task Created, Task Completed, etc. 

Customize the message and select the email notification recipient: Task Assignee, Incoming Occupant, Incoming Sponsor, or Social Sponsor. 

Triggers Configuration 

Triggers may also be configured here if preferred. 
A Trigger can be an event, such as a Task Past Due. The Trigger action will be to Update Occupant Status; Incoming or Outgoing, and Updating Assignment Status. 

Creating Events and Tasks 

You may create Events for your processes.  Remember, once you create an Event you cannot delete it!  (The Developers Team is currently working to create this future option.) 

You may edits Tasks in the process by placing your cursor over the Task and clicking the ellipses (three dots) next to the Task.  Once you change the name or any other configuration piece click Update.

Benefits of the Housing Processes Templates 

Besides editing you can: 

• Edit the number of days that a Task or Event will take place. 
• Move the order of the Tasks at your discretion and by priority. 
  Always  ensure you click Save Changes after any updates in the Make-Ready template. 
  
  
  
  

For additional help, please contact ISC at Post or ADG Support by selecting the ‘Submit a request’ button at the top of the page or by emailing adg-support@state.gov.
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