> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nyumbazetu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Work and assignments

> Tasks, work items, officer assignments and comments — how work is allocated to people and tracked to completion.

**Operations → My Work → `/work-items`**

Most of what the platform detects — an arrears case, a failed meter poll, an expiring lease, a
service request — has to end up with a **person**. Work and assignments is the layer that does
that: it decides *who* owns a piece of work, gives them a list to work from, and keeps the trail of
what was said and done.

There are four surfaces, and they build on each other.

| Surface                | What it is                                                                                                           |
| ---------------------- | -------------------------------------------------------------------------------------------------------------------- |
| **Assignment Roles**   | The business roles work can be assigned under — Collections, Relationship, Outreach — and the scope each one covers. |
| **Entity Assignments** | Which officer holds which entity (tenant, unit, branch) under which role.                                            |
| **My Work**            | The work items assigned to you personally, or to a role you hold.                                                    |
| **Tasks**              | Free-standing tasks for follow-ups and operational activity.                                                         |
| **Comments**           | The discussion thread attached to a task, case or other record.                                                      |

<Note>
  Assignment roles are **not** the same as [user roles](/guides/users-and-roles). A user role controls
  what someone is *permitted* to do. An assignment role controls what work is *routed* to them. A
  person can hold the Collections assignment role without being an administrator.
</Note>

## Assignment roles

An assignment role is a named business function with a scope. The scope determines what kind of
entity the role can be attached to.

| Field      | Meaning                                                                            |
| ---------- | ---------------------------------------------------------------------------------- |
| **Name**   | The business function — Collections Officer, Relationship Manager, Outreach Agent. |
| **Scope**  | The entity level the role attaches to: tenant, unit, branch.                       |
| **Status** | Whether the role is currently available for new assignments.                       |

Define roles before you assign anyone. Changing a role's scope after assignments exist does not
re-scope the assignments already made.

## Entity assignments

An entity assignment is the actual pairing: *this officer* holds *this entity* under *this role*.

<Steps>
  <Step title="Pick the role">
    Only roles whose scope matches the entity you are assigning are offered.
  </Step>

  <Step title="Pick the entity">
    A tenant, a unit, or a whole branch depending on the role's scope.
  </Step>

  <Step title="Pick the officer">
    Any active user. The officer does not need to be an administrator.
  </Step>

  <Step title="Set the period">
    An assignment can be open-ended or bounded. Bounded assignments stop routing work after the end
    date, but the history stays.
  </Step>
</Steps>

Assigning at branch level is the fast way to cover a portfolio; assigning at tenant or unit level is
how you handle exceptions — a difficult account that a named officer should keep.

<Warning>
  An entity with no assignment still generates work — it simply has no owner, so it appears in nobody's
  **My Work**. Review unassigned entities periodically, especially after an officer leaves.
</Warning>

## My work

**My Work** is the officer-facing list. It shows work items assigned to you directly, plus work
routed to any assignment role you hold.

| Column     | Meaning                                                           |
| ---------- | ----------------------------------------------------------------- |
| **Item**   | What the work is — a collections case, a service request, a task. |
| **Entity** | The tenant, unit or lease it concerns.                            |
| **Role**   | The assignment role that routed it to you.                        |
| **Due**    | When it should be actioned.                                       |
| **Status** | Open, in progress, done.                                          |

Work items are generated, not typed in. A collections case opening creates one; a service request
being assigned creates one. If you want a piece of work that the system did not generate, create a
**task**.

## Tasks

Tasks are for the work that has no other home: a follow-up call, a document to chase, an inspection
to arrange.

| Field                     | Meaning                                             |
| ------------------------- | --------------------------------------------------- |
| **Title and description** | What needs doing.                                   |
| **Assignee**              | The person responsible.                             |
| **Due date**              | When it is expected.                                |
| **Priority**              | Relative urgency.                                   |
| **Status**                | Open, in progress, complete.                        |
| **Related entity**        | The tenant, unit, lease or case the task hangs off. |

Linking a task to an entity is what makes it findable later — an unlinked task is only ever visible
from the task list.

## Comments

Comments are the thread on a record. They are used on tasks, collection cases, service requests and
opportunities.

Comments are part of the record, not a private note: they are visible to anyone who can see the
parent record, and they are retained with it. Put the decision and its reason in a comment — that is
what makes a case readable to whoever picks it up next.

## Working the queue

<Steps>
  <Step title="Start from My Work, not from a report">
    The queue is already scoped to you and already prioritised.
  </Step>

  <Step title="Comment as you go">
    A case with no commentary cannot be handed over.
  </Step>

  <Step title="Close what is done">
    Items left open inflate everyone's queue and distort workload reporting.
  </Step>

  <Step title="Escalate by reassigning">
    Move the entity assignment rather than working outside the queue.
  </Step>
</Steps>

## Common problems

| Symptom                                  | Cause                                                                     |
| ---------------------------------------- | ------------------------------------------------------------------------- |
| My Work is empty                         | You hold no assignment role, and nothing is assigned to you directly.     |
| Work goes to the wrong person            | The entity assignment is stale — check the officer and the period.        |
| A branch generates no work               | No assignment exists at any level for that branch.                        |
| A task cannot be found                   | It was created without a related entity.                                  |
| An officer left and their queue vanished | End-date the assignment and create a replacement; do not delete the user. |

## Related

<Columns cols={2}>
  <Card title="Collections worklist" icon="list-check" href="/guides/collections/worklist-and-cases">
    Where most work items originate.
  </Card>

  <Card title="Service requests" icon="wrench" href="/guides/service-requests">
    Maintenance work from report to closure.
  </Card>

  <Card title="Users and roles" icon="users" href="/guides/users-and-roles">
    Permission roles, as distinct from assignment roles.
  </Card>

  <Card title="Sales pipeline" icon="chart-line" href="/guides/sales-pipeline">
    Leads and opportunities, which also carry assignments.
  </Card>
</Columns>
