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01-13-2023 05:38 PM
Hi All,
I am configuring the New ER Scoped App (sn_hr_er_case) and am working on the Interview Management Templates.
I have created the templates and am able to add them to an interview as an admin. When I impersonate an agent in the Employee Relations group, they are not able to see any of the templates.
Can you please advise?
Thank you,
Giuliana
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HR Service Delivery
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01-13-2023 06:08 PM
It is likely that the issue is related to the agent's access rights to the Interview Management Templates. In order for an agent to see the templates, they need to have the appropriate access rights to the table that the templates are stored in. You should check the access rights for the Employee Relations group to ensure that they have read access to the sn_hr_er_case_interview_template table. Additionally, make sure that the specific templates that you want the agents to see are not set to private.
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10-16-2024 10:23 AM
This may not be helpful to you anymore, but incase anyone looks in the future, I believe that is where adding tags helps. You can make them HR Service or Allegation type or subtype specific so then just the templates you want to show that meet the tags will then show as question options.
