How do I assign a checklist item to another administrator?

Once you have assigned a checklist to an employee, you may assign individual checklist items to other administrators to complete if required.

To do this, select the required checklist from the Employee’s admin page. When the list of checks is shown, they are shown with the due date (which is automatically derived from the alert settings of the checks themselves) and the name of the administrator the check is currently assigned to. By default, this will be the administrator who assigned the checklist to the employee.

Clicking the “Assign” button alongside a check displays a form where you can select the administrator you wish to assign the check to and select a date by which the check should be completed. Submitting this form assigns the check to the administrator and notifies them by email and alert. They will also be automatically reminded on the due date if the check has not been completed.

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