Assignments

assignments are used to assign #form submission or tasks that need to be completed by users they can be assigned to users locations assignments can have a due date a repeating schedule with additional options an option to allow "late submissions" if this is enabled, then a submission that is completed after the due date will be considered "late" if this is disabled, then a submission will automatically be marked as "expired" after the due date and will not be able to be submitted assigning a form roles required owner , admin , manager there will be a notification sent to the user when they are assigned a form this notification will take them directly to the form submission you will see a preview of the assigned users/locations and a description of both the assignment and schedule navigate to the forms page and click on the form you want to assign click on the assign button in the top right corner select the type of resource you want to assign to (users or locations) you can select as many users or locations as you want assignments to a location can be completed by any user in that location you can only assign to users or locations that are on the same location/team as you under your team you can assign to all users/locations under a team(s) by selecting teams ' you can also select from a filtered list of specific locations under these teams specifying a role with teams will only assign the form to users with that role under the team users can also be assigned by role this will assign the form to all users with that role in addition to any specific users selected the can be submitted by role option will only allow users under a location with that specific role to submit the form click save to save the assignment un assigning a form un assigning a form will remove any incomplete or pending submissions for the resources that were removed roles required owner , admin , manager navigate to the forms page and click on the form you want to un assign click on the assign form list item un select the users, locations, or teams to un assign the form click save to save the assignment assigning a task roles required owner , admin , manager there will be a notification sent to the user when they are assigned a task this notification will take them directly to the task you will see a preview of the assigned users/locations and a description of both the assignment and schedule navigate to the assignments page click on the create button in the top right corner select task enter a name for the task optionally enter some extra instructions for the task optionally require pictures to be taken for the task optionally require pictures to be taken from camera at time of completion select the type of resource you want to assign to (users or locations) you can select as many users or locations as you want assignments to a location can be completed by any user in that location you can only assign to users or locations that are on the same location/team as you under your team you can assign to all users/locations under a team(s) by selecting teams ' you can also select from a filtered list of specific locations under these teams specifying a role with teams will only assign the task to users with that role under the team users can also be assigned by role this will assign the form to all users with that role in addition to any specific users selected the can be submitted by role option will only allow users under a location with that specific role to submit the form click save to save the assignment un assigning a task un assigning a task will remove any pending tasks for the resources that were removed roles required owner , admin , manager navigate to the assignments page and click on the task you want to un assign un select the users, locations, or teams to un assign the form click save to save the assignment viewing assignments view assignments that you, or a manager on your location, or under your team have created roles required owner , admin , manager navigate to the assignments page the list of assignments will appear click on the assignment you want to view assignments filters we have the following filters status filter filter assignments from a task or form by status date filter filter assignments from a task or form by 1 week, 1 month, 3 months, all editing assignments edit assignments that you, or a manager on your location, or under your team have created any new resources added will get a notification roles required owner , admin , manager navigate to the assignments page the list of assignments will appear click the dots next to the assignment you want to edit click edit you will see the same screen as the #viewing assignments page with the information already filled out make any changes you want and click save to save the changes deleting assignments delete assignments that you, or a manager on your location, or under your team have created roles required owner , admin , manager navigate to the assignments page the list of assignments will appear click the dots next to the assignment you want to edit click delete assignment recurrence you can have an assignment repeat on a schedule options include repeats daily every x day(s) weekly every x week(s) select which days of the week to repeat on monthly every x month(s) on the (1st, 2nd, 3rd, last) (monday, tuesday, wednesday, thursday, friday, saturday, sunday, weekday, weekend) of the month on any day of the month timezone to use for assignment (could be local to the user or location instead of your own timezone) due date (relative to the start of the assignment) due x hour(s) due x day(s) due x week(s) due next recurrence this will set the due date to the next time the assignment is scheduled to repeat start date this is the date the assignment will start calculating the repeated schedule end date this is the date the assignment will become inactive and stop assigning itself assignment notifications users will get a notification on their device when they or their location/team are assigned a form tapping this notification will open a new submission for the form