Adding additional assignees to a Task/Task Instance

Adding additional assignees to a Task/Task Instance

1. To add additional assignees to a Task Instance, click on Edit.

2. Click on Select Assignees button.

3. Select the appropriate assignee name(s). Only users setup on MyComplianceOffice are available as assignees. Highlight the users in the list, and use the forward and back arrows to select and de-select them as assignees

4. When the assignees have been selected, click on the Submit Selected Users button.

5. Click on the Save button.

6. The assignee has now been added to the Task Instance. The effective date for this assignee will be the date on which they were added to the Task Instance, i.e. Today. The Due Date will be the last date for the duration of the Task.

7. The new assignee is sent an email notification containing the assignment instructions and the date for completion.

Created with the Personal Edition of HelpNDoc: Full-featured EBook editor