Once a Procedure is Published, you can create Assignments from it. Each Assignment tracks one pass through the Procedure, with a Task for each Step. You can also have Assignments created for you on a schedule or when another Assignment finishes. See Triggers Overview.
Select a Procedure to assign
Start from the Procedure itself, or search for it from your Assignment Inbox.
Press the Assign… button in the Assignment panel to open the Assign Procedure dialog. You can also right-click the Procedure in the list pane and select Assign.
From your Assignment Inbox
Press Assignments in the Inboxes panel of the Navigation pane.
Press the Create button in the list pane header to open the Select Procedure to Assign dialog.
Enter search terms from the Procedure's name, description, or categorization. The list shows matching Published Procedures in the Portfolios you can access.
Press a Procedure to select it, then press Select to open the Assign Procedure dialog.
Enter the Assignment details
In the Assignment section, enter a concise, descriptive Name.
Check the Assignee. It starts as the member of the Procedure's default Position, when there is one. To choose another member, pick a Portfolio Member from the list, or select Invite New Member To Organization to invite a new member.
Enter the optional Priority, Date Start, Date Due, and Description, if you want.
Enter values in the Inputs section, if the Procedure has input Fields. Required Inputs are marked. You can also enter them after the Assignment starts.
In the Staff Roles section, choose who fills each Role the Procedure defines. Required Roles must be staffed. If you leave an optional Role empty, the Steps that use it go to the Assignment's Assignee. See Define Procedure Roles.
Optionally change the Name, Assignee, Date Start, or Date Due of individual Tasks in the Tasks section.
Press Assign. If you have Guest access to the Portfolio, the button is Request, and your request goes to the Portfolio's Administrator.
You become the Assignment's Requestor. The Assignee of the Assignment and of each Task receives an e-mail notification, and the Assignment appears in their Assignment Inboxes.
