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Responsibility Areas

Responsibility Areas are how you set up and maintain the company case flow. Generally, this function is used for designating who or what group becomes responsible for a case when it reaches a given Status Code, and for defining what status is used when Change Status is selected on the case.

The setup of Responsibility Areas is a very general option in relation to controlling the case sequence and distributing the responsibility for the case per Status Code.

Use of Responsibility Areas

In addition to the standard assignment of Change Status, you can set up individual users or user groups (Teams) to be responsible for cases in a Status Code. For example, a group of planners can become responsible for all cases in the status code "PLAN - Ready for Schedule".

In addition to a normal workflow, it is possible to set up special workflows based on Order types, Customer groups, or Sell-To customers.

Regardless of the setup of Responsibility Areas, the individual case will always retain the Coordinator, Salesperson, Estimator, and Project Manager throughout the entire lifecycle of PrintVis.

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