Configure Trained Users for a Checklist

You can now configure Trained users for each task of a Checklist

Authorized users can configure trained users for a published checklist to indicate who all should be auto-assigned when a Job is auto-created as per defined automation frequency.

Steps to configure Trained users:

  1. Navigate to the 'Published' Checklists tab and Select a Checklist



  2. Click on the 'More' dropdown list and Select 'Trained Users' from the available dropdown list.



  3. There are two ways to do assignments:

    • Bulk Assignments - when multiple Users are to be assigned to all the Tasks in the                                                  Checklist. 
    • Task-level Assignments - when one wants to assign Users to individual Tasks.
  4.  Bulk Assignments:

    • Click the checkbox to 'Select all the tasks' and Click on Assign 'n' Tasks (n refers to the number of tasks available in a prototype)



    • Choose the Users from the available list.



    • Click "Confirm" to complete the assignment.

                   
                    

  5. Task-level Assignments:

    • Click the individual checkbox for each task and Click on Assign 'n' Tasks (n refers to the number of tasks available in a prototype).



    • Choose the Users from the available list.



    • Click "Confirm" to complete the assignment for the selected task.



    • Similarly, select each task and assign it to the required users.


    Yeah! Here you GO...