Keep things running smoothly - assign Procedures to guide your team’s actions, including for key tasks and safe work/operating Procedures.
Note: Your Access Level may restrict the use of some features.
Procedures can be viewed and accepted on the App, see Accepting Procedures (App).
Procedures can be assigned to:
- An individual user,
- A selected group of users,
- One or more Access Levels, or
- Previous assignees. Only available when assigning a single Procedure.
Assigning Procedures
- From the left menu, select Documents > Procedures.
- Procedures can be assigned by either:
- Clicking Assign Procedure, or
- Selecting the checkboxes beside the required Procedures, and selecting Assign Procedures from the Bulk Action menu and Apply.
- Use the Assign Procedures pop-up to add Procedures, Users and Instructions.
- Title - includes the current versions of published Procedures.
- Assign To - select who will be assigned the Procedures. They can be assigned to one or more Individuals and/or Access Levels.
- Instructions - will be visible to the Assignee.
- Previous Assignees - will be shown when assigning a single Procedure. If selected, this will add anyone who had been assigned or completed the previous version, where applicable.
- Once finished, click Assign. Users will be notified via a notification in the Desktop and App.