How to Configure Trained Users for Each Task of a Process (v2) ?

Easily assign trained users to tasks within a process by navigating through the 'Published' Processes section.

  1. Log into the system with your credentials.


  2. Navigate to the 'Published' Processes tab on the dashboard.
  3. Select the process you wish to configure from the list of published processes.

  4. Click on the 'More' dropdown list associated with the selected process.

  5. Choose 'Trained Users' from the dropdown options.    
  6. In the Users Tab, click on the 'Assign Users' button to add users to this process.  

  7. Select the users by clicking on their names and then click on the 'save' button to confirm your selection.

  8. Click on the 'Assign Task' tab to proceed with task assignments.



  9. Click on the button at the top right corner to assign the selected tasks, and choose a user from the list.

  10. First, assign tasks to the first user.  
  11. The acknowledgment dialog box pops up ensuring the tasks are assigned.