What you need to know
Each engagement names its transaction coordinator: the person who has the client from the estimate to the end of the engagement.
When the estimate is sent, WarpCore names the coordinator if exactly one person holds the Transaction coordinator job role in the department of the engagement's work. When several people hold it, the box stays empty and a person picks one here. When nobody holds it, the box stays empty.
Before you start
- The person must hold the Transaction coordinator job role in the department, on Workflow roles. See Job roles.
- A locked engagement takes no change. Unlock it first.
What to do
- Open the engagement. Its Overview opens.
- In Coordinator, at the right of Progress, select the person. The choice saves at once. With no work on the engagement, the box is under its details.
- To remove the coordinator, select the X in the box. The box saves empty.
Confirm it worked
The box shows the name, and the change history of the engagement names each change and who made it. When WarpCore names the coordinator, the history names the person who sent the estimate.
The engagement now shows on the coordinator's Tracker in Engagements I coordinate. See Engagements I coordinate.
Good to know
WarpCore never replaces a coordinator who is named. After a person changes or clears the coordinator, WarpCore does not name one again. Naming a coordinator gives no act of its own: ticking the Roadmap's lines and accepting hand-offs come from holding the job role. See Tick a Roadmap line and accept a hand-off.If it did not work
- The popup says the person does not hold the role: give them the Transaction coordinator job role in the department, or pick a person from the list.
- A name is gray in the list: that person no longer holds the role. They stay the coordinator until you pick another.
- The list is empty: nobody holds the role in the department, or the engagement has no work yet.