If you have been assigned the role of Conflicts Officer, or Conflicts Administrator (for the client), you can add conflicted users or groups to the current client.

Adding conflicted users or groups

1. On the Client Details page, select the Conflicted Users tab.
   The Conflicted Users page appears.
   Alternatively,
   On the Client Details page, in the Overview tab, select the View Conflicted Users. 
   The Conflicted Users page appears.
   You can view the list of conflicted users and groups on this page.

2. You can add multiple (that is, bulk add) users to the conflicted users list using semicolon-separated lists, new-line-separated lists, and Outlook email address lists; or add users or groups to the conflicted users list by manual selection. These options are detailed below.

   1. To bulk add users to the conflicted users list using a semicolon-separated list, new-line-separated list, or Outlook email address list:
      
      1. Select , at the right of the Add Members button. The Bulk Add Members option appears.
      2. Select Bulk Add Members. The Bulk Add Members dialog box opens.
      3. In the text field, enter (or paste) any of:
         
         • a semicolon-separated list of users
         • a new-line-separated list of users
         • an Outlook email address list.
      4. All users must be validated successfully before they can be added. Select Validate Selection.
         
         1. If there are any errors for users upon validation, such invalid users will display with red text. The number of errors is also displayed.
            
            1. Hover over the affected users (in red) for error details. For example, "Match not found" or "Multiple matches found".
            2. You can modify and then re-validate the original list as required, including by directly editing any red text (for example, to correct a typographical error).
         2. You can also continue to add other users into the text field (and re-validate), as required.
      5. Provided all users are validated successfully, select OK to add the users.
         
   2. To add users or groups to the conflicted users list (manually):
      
      1. Select Add Members. The Add Conflicted Users dialog box appears. The list of all the users and groups, not yet added to the conflicted users, is populated.
      2. Select the check boxes next to the users/groups or select the required rows to select the users/groups.
         
         • To deselect a user/group, select the ticked check box of that user/group.
         • To deselect all selected users/groups, select , the uppermost box on the left, or select Deselect.
         • To select all available users/groups, select the uppermost check box on the left, or, if a user/group has already been selected, you can also select Select All n Items, where n represents the number of items available for selection.
         • To deselect all users/groups, select the uppermost check box on the left again, or select Deselect.
      3. Enter the reason for adding the users/groups as conflicted users in the Reason field. This isn't a mandatory field.

      4. Select OK. The selected users/groups are added to the conflicted users list.

         NOTE:

         If the selected conflicted user/group is part of the case staffing team, then that user/group is excluded from the staffing team.

Adjust Assistant Settings

The Ensure Assistants Automatically Follow Their Timekeepers setting defines whether or not assistants become conflicted when their timekeepers become conflicted users.

When enabled, assistants follow their timekeepers' conflict on the asset, as described in Managing assistants.

Removing users or groups from a conflicted users list

1. To remove a user/group from the conflicted users list, select in the row of the user/group to be removed. Then select Remove.

   Alternatively,
   1. Select the check boxes next to users/groups or click on the rows of the users/groups
      • To deselect a user/group, select the ticked check box of that user/group.
      • To deselect all selected users/groups, select , the uppermost box on the left, or select Deselect.
      • To select all available users/groups, select the uppermost check box on the left, or, if a user/group has already been selected, you can also select Select All n Items, where n represents the number of items available for selection.
      • To deselect all users/groups, select the uppermost check box on the left again, or select Deselect.
   2. Select Remove Selected. 

Updating conflict reasons

1. To update the reason for adding the users/groups as conflicting users, select  in the rows of the users/groups. Then, select View / Edit Reason.
   Alternatively,
   1. Select the check box next to users/groups or click on the rows of the users/groups.
      
      • To deselect a user/group, select the ticked check box of that user/group.
      • To deselect all selected users/groups, select , the uppermost box on the left, or select Deselect.
      • To select all available users/groups, select the uppermost check box on the left, or, if a user/group has already been selected, you can also select Select All n Items, where n represents the number of items available for selection.
      • To deselect all users/groups, select the uppermost check box on the left again, or select Deselect.
   2. Then, select View / Edit Reason. The View / edit reason dialog box appears.
2. Enter the reason, and then select Save.

Conflict Memo

In the Conflict Memo text field, enter or update the security instructions as required, and then select Save to update the changes.

This memo can be added to relevant notification events, for example for users newly conflicted on the client.

Scheduled Awareness Reminders and one-off Awareness Reminders

You can also schedule Awareness Reminders of the Conflict Memo to help ensure that users are reminded regularly of their responsibilities. Scheduled Awareness Reminders aren't sent by default, but can be sent on a scheduled or a one-off basis, as follows:

1. To set up the sending of a regular, scheduled Awareness Reminder:
   1. Under Scheduled Awareness Reminders, select Edit Reminder.
   2. A pop-up window, Edit Scheduled Awareness Reminder displays. Click on the Frequency of Review dropdown.
   3. Choose the frequency that you would like the reminder to be sent, from the following options: Never, One Week, One Month, Three Months, Six Months, One Year, or Custom.
      1. If your selection is Never, One Week, One Month, Three Months, Six Months, or One Year, the Due Date of the next Awareness Reminder that will be sent is displayed in accordance with your selection. Click Save.
      2. If your selection is Custom, there are some additional options to configure, as follows:
         1. Click the Select Time Period dropdown first. The options available are: Days, Weeks, Months, or Years.
         2. Click in the Custom Period text field and enter the number of Time Periods (that is, the number of Days, Weeks, Months or Years accordingly to your selection in 1. above) between which you wish to send the Awareness Reminders.
            (For example, if you wish to send reminders every 3 months, you would choose Months from the Select Time Period, and the enter the number '3' in the Customer Period text field.)
         3. In accordance with time period you have set, the Due Date of the next Awareness Reminder that will be sent is displayed.
         4. Select OK.
   4. The Scheduled Awareness Reminders field now displays text of type: "The Security Memo will be sent once every 3 months".
2. To set up the sending of a one-off Awareness Reminder, at any time: 
   1. Click on Send a one-off Awareness Reminder now.
   2. A pop-up window, One-Off Awareness Reminder displays. This gives a reminder that proceeding will cause the memo to be sent to all current conflicted users on the client.
   3. Select Send to proceed.

   4. A confirmation pop-up displays "The one-off Awareness Reminder has been sent."

      NOTE

      In the Conflicted User List under the Conflicted Users tab,  icon appears next to the staff that received the notification until they acknowledge the conflict memo.