We set up our 1040 work template using roles for the different sections of our template. We added automators to re-assign the work when a section was completed to a “role”. Karbon allows that. We typically do not know which staff member to assign a section to ahead of time. It would normally be assigned in the order the return information is received from our clients. So using “roles” made sense. But when we added the template to a client and created work, there is an error message that work cannot be assigned to a role. So, our work has invalid automators and warnings.
We have thought that we should consider leaving the invalid and warning automators as is. Since the brightly colored warnings bring the attention to whomever is picking up the work to also edit the automator to assign the work to themselves. We also have thought about a work around where we might add a karbon user that is not a real person, but a holding spot for unassigned work.
How do other firms handle the work assignment transitions for processes like this? We had originally thought we could filter the kanban by roles so that we could see work items that are waiting for assignment, but that does not seem to be an option.
I am a new user this tax season. Any help or thoughts would be appreciated.