Configure EraCLM queues

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This article explains how to configure queues in the Admin Panel. This article assumes that you have Staff user (admin) permissions with access to the Admin Panel, and at least one framework configured with rule Always Counterparty with queuing.

There are two types of queues, the drafting queue, which deals with agreement drafting, and the approval queue, which deals with agreement approvals only. For more information about queues, see How to Use Queues.

Dispatchers, Takers and Members of a Queue

For a queue to function, it must comprise of several roles which are described in the following table.

Queue Role	Description
Dispatcher	- Dispatcher is an admin role - They assign tasks to queue members
Taker	- A taker is an admin role - They can assign themselves tasks
Viewers	- Viewer is an admin role - They can see all actions in the queue and status of all tasks - They can’t participate in the queue
Queue member	- Dispatchers can assign tasks to queue members - Queue members can’t assign tasks to someone else - They can’t assign themselves a task

Configure a Queue

Follow this procedure to configure a queue.

On EraCLM, click cog > Admin Panel.
On Django Administration, scroll down to QUEUES and click Queues.
Click + Add queue.

Note: Search first for the queue before attempting to create a new one.

Enter NAME, for example, Finance drafting queue.
Do not configure permissions on the PERMISSIONS boxes.
On TYPE, select the drafting queue type from the dropdown box. Available types are Drafting Queue and Approval Queue.
On Access Control List, configure users that can do administration tasks on the queue that you are configuring. Assign a role, such as Group Admin. Valid states are Group Admin, Group Manager, and Custom.

Note: it’s not recommended to use groups to manage queues.

On Queue Notifications Settings, select if you want to ENABLE NOTIFICATIONS. INCLUDE ALL MEMBERS sends too many messages and should be used with caution.
Click Save.

Add a Regular Member to a Queue

Once the queue has been created, perform the following procedure to add a user to that queue. You have to repeat this procedure for all members of the queue.

On Django Administration, scroll down to USERS and click Users.
Select the user.
On GROUPS, select the queue on the left box, then click the right arrow.
Click Save.

Add a Viewer to a Queue

Configure viewers in the queue that you have created.

On Django Administration, scroll down to QUEUES and click Queues.
Select the queue.
On Access Control List > ROLES, add the user that will act as a viewer.
Check the following checkboxes:
- VIEW MEMBERS
- VIEW CONTENTS
Click Save.

Add a Dispatcher to a Queue

Configure dispatchers in the queue that you have created.

On Django Administration, scroll down to QUEUES and click Queues.
Select the queue.
On Access Control List > ROLES add the user that will act as a dispatcher.
On CREATE SUBGROUP, select Group Admin from the dropdown list.
Click Save.

Add a Taker to a Queue

Takers configuration is done on the user and on the queue. Follow this procedure to configure a taker.

On Django Administration, scroll down to QUEUES and click Queues.
Select the queue.
On Access Control List > ROLES add the user that will act as a taker.
Check the following checkboxes:
- VIEW MEMBERS
- VIEW CONTENTS
Click Save.
Go back to Django Administration, scroll down to USERS and click Users.
Select the user.
On GROUPS, select the queue on the left box, then click the right arrow.
Click Save.