Assignment Capability on AssureGO+
When completing a form on AssureGO+, users that are logged in can view and choose from a list of users to assign to the form before submission.
Note:
Users must be online and logged in to AssureGO+ to assign a form to a user for submission.
View our knowledge base article on Authentication of AssureGO+ here.
For a user to appear in the list of Assign Users they must have the "Assign" permission enabled in their role permission settings.
View our Knowledge Base article on Role permissions here.
Assignment Options on AssureGO+
Assignment on AssureGO+ is optional and can be enabled in the questionnaire settings of Assure.
In the questionnaire settings you can enable assignment on AssureGO+ in the Approvals section.
The approvals section also provides further settings options:
- Provide guidance text for users
- Make assignment mandatory e.g. a user must select from the list of users to submit the record
- Show the submission due date
- Make the submission due date field mandatory – a user must input a due date to submit the form
- Allow users to add comments
Assignment options in Questionnaire settings
Assignment options showing on AssureGO+
What about Auto Assign?
If you enable assignment on AssureGO+ and a user is assigned before submitting the form, this overrides the auto assign default user.
If you enable assignment on AssureGO+ and a users is not selected before submitting the form, the record would be assigned to the auto assign default user if enabled.
If you enable assignment on AssureGO+ and a user is not selected before submitting the form, and you do not have auto assign enabled, the record will show as unassigned.
What about the portal queue?
If you enable assignment on AssureGO+, when processing a record from the portal queue, you can view the assignment details in the “record approval” section.
If you enable assignment on AssureGO+, and do not select a user to be assigned, if you have permission too, you can select a user to submit the record too when processing from the portal queue.