2021-02-05 Update - SDL Desktop - OPRA Assignments Using Professionals

OPRA Assignments using Professionals

Workflow

On the assignments tab, click the Multiple Pros button.

Select the due date and add your directions.

You can enter up to 3 professionals. Start typing in the text box and select from the list that shows.  The example below shows options for the Clerk's Office and Tax Assessor.

Then click the Create Assignments for Selected Professionals button.  You will then receive an email screen for each professional (department) you choose.  Note, the Sent To box will populate all emails for that professional (department).  You can modify the body and add attachments as needed.  Click Send to notify the users of the assignment.  Note, all return emails will go to you township email. You will need to download these attachments from this return email and attach them to the OPRA request manually. 

Professional Management

On the Multiple Professional Assignment Form is a link to manage professionals.  You can also go to the Professionals datagrid under the general section.

If you want update an existing professional, start typing their name in and select it from the list that appears.  If you want to create a new professional or department, do not select from the list. Give the professional or department a unique name for situations where you will need different professionals within the same, ie Clerk Vital.  Enter in each email, separated by a ; (semi Colon). You will also see this list of email addresses in the general comments section, to make it easier to read.  Hit OK, and you will now have access to that professional.

Finished Example: