As we work on finalizing Workload Manager, we have updated user settings to allow CRA’s to assign searches to user’s that have been assigned reports. This is found under the client’s preference tab, within the ‘Client User Preferences’ section. Under the client user preferences section, select the intended CRA user in the drop-down ‘Assign reports to CRA user’. You can now check the box below to assign the searches to the selected user. By default, the box is disabled until a CRA user is selected. This process allows a report centric CRA to manage all searches within the report.
For any questions or concerns, reach out to TazSupport at support@tazworks.com
