Streams & assignment categories
The Assignment Categories page allows administrators to define and manage the types of assignments used within your organisation. These categories help organise work, enable filtering and reporting, and guide users in classifying tasks accurately.
Purpose
Assignment categories are used to:
Group related assignments by function or topic
Improve workflow tracking and reporting
Ensure consistency in data entry across teams
Clarify the purpose and scope of each assignment
Interface Overview
Each category card includes:
Category Name: The label used to classify an assignment (e.g., “Employee Relations”)
Description: A short explanation of the category’s focus or use
Delete Button: A red button allowing you to remove the category (only visible if permitted and not in use)
At the top of the page:
Search Bar: Filter the list of categories by name
Add Category: Opens a form to define a new assignment category
Example Categories (from Screenshot)
Employee Relations
Managing employee grievances, disputes, and ensuring compliance with labor laws and internal policies.
Legal
Handling legal matters such as tracking court dates, managing legal documents, and team coordination.
Customer Complaints
Managing and resolving customer issues, enhancing satisfaction, and identifying recurring problems.
Contract Management
Overseeing contracts from creation to renewal while managing associated risks and benefits.
Regulatory Compliance
Ensuring adherence to laws and regulations, monitoring risks, and enforcing compliance processes.
How to Add a New Category
Click “Add Category” in the top-right corner.
Enter a name and description for the new category.
Save the entry. It will now appear in assignment workflows and dropdowns.
How to Delete a Category
Click the Delete button next to the category you want to remove.
Confirm the deletion (if prompted).
Note: You may not be able to delete a category if it is currently in use or restricted by permissions.
Best Practices
Keep category names short but descriptive.
Use descriptions to guide users on when and how to apply each category.
Avoid creating too many overlapping categories—aim for clarity and distinction.
Periodically review and update categories as your business needs evolve.
Stream Detail
The Stream Detail page allows administrators and workflow designers to visually define and manage the sequence of steps (or "nodes") in a workflow stream. These streams represent structured processes for handling assignments such as Employee Relations, Legal cases, or other categories.
Purpose
This tool is used to:
Visually map out the assignment lifecycle
Define task sequences, decision points, and transitions
Standardise workflows across similar cases
Improve process visibility and consistency
Interface Overview
Navigation Path
Displayed at the top as:
Stream detail / [Category Name]Helps you track which assignment category’s workflow you're editing.
Workflow Canvas
A grid layout for building the workflow visually using nodes and connections.
Each node represents a step or action in the assignment process.
Node Features
Each node has:
A label (e.g., “Start assignment”, “Test”, “Node 5”)
A delete icon to remove the node
Connection points to link steps logically in sequence
Controls (Top-Right)
Add Node: Insert a new step into the workflow.
Save Changes: Commit your changes to the workflow stream.
How to Build or Edit a Stream
Add a Node
Click “Add Node”
A new blank node appears on the canvas. Drag it into place.
Label the Node
Click into the node to rename it (e.g., “Initial Review” or “Manager Approval”).
Connect Nodes
Click and drag from the black dot on one node to another to create a directional link.
Delete a Node
Click the trash can icon on the node you wish to remove.
Save Your Work
Click “Save Changes” to apply updates to the stream.
Best Practices
Begin with a clear “Start” node to represent the initiation of the assignment.
Use descriptive node names to help users understand what happens at each step.
Keep the flow logical and straightforward to reduce confusion.
Periodically review workflows for optimisation or updates as procedures evolve.
Last updated