How to Assign a Checklist to a User in Assurance

Go to Checklists and click on the Key of the checklist that you want to assign.

Click on Assign Checklist (this can be done on the Details or Assignments tab). 

Alternatively when on the Checklists page, with the list of checklists displayed. Click on the Ellipses next to the checklist and select Assign Checklist.

 

 

 

 

Both methods will take you to Quick Assign.

Select the Person Responsible, the Business Unit will automatically be reflected as the one that the Person belongs to, but you can change it or put in multiple business units. Forms or Registers can also be linked from this screen. Choose a date for the Checklist to be completed - if it is recurring then this will be the first date. Click on Save.

 

 

 

 

Notification emails can be sent to the person responsible immediately or overnight. An email can also be sent to the Checklist Owner or Designated Escalation User, both when the checklist is In Progress and/or when it is submitted.

Note: A Checklist can be assigned multiple times to different people - for example, one checklist can have 10 different assignments for 10 different business units as an example. This can be done individually or in bulk assignment.