ShareDo allows you to link work types. Instructions can have a special relationship with another work type. This is useful when an instruction work type is being used to initiate a case/matter, and that instruction/case/matter is combined with a contract/statement of work. Linking a new work type to an instruction is a simple process, but it must be done correctly to allow the instruction and work type to be linked in a service portfolio.
Work items can be created as 'top level' items or 'derived type'. A derived type will inherit key features from its parent, giving a 'quick start' on creating your work type.
- Select Launchpad > Modeller > Work Type modeller
- Select the work type you wish to link to the instruction
If you have a large number of work types you can use the search box at the top of the screen to filter the work types.
- Click open to open the work type
- Select the type relationships tab. This will show a list of the relationships your work type has with other work type
- Click on the Link Parent option at the top of the screen
. - The work type relationship screen will be displayed.
- Set the parent type to your instruction work type
- The child type should be automatically set to your work type
- Set the relationship type to Linked Case
- Set Can have many children and Can have many parents On
- Click Save
Review
You have now successfully created a work type relationship. To test this ensure that you refresh your modeller cache and then you can try out your link in a service portfolio entry to ensure the link has been configured correctly.