Once you have documented a work Procedure in TaskTrain, you can delegate Assignments based on that Procedure.

Select a Procedure to Assign

TaskTrain provides you with two different methods for creating Assignments from Procedures, navigating to a Procedure first, or searching for a Procedure to assign.

Navigate to a Procedure

1. Navigate to the Procedure you want to assign.
   
2. Press the Actions tab in the detail to display the Procedure Actions panel.
   
3. Press the Assign button in the Assignment section of the Actions panel to display the Assign Procedure dialog:   
   

Search for a Procedure to Assign

Alternatively, you may find it helpful to search for a Procedure that you have already created instead of navigating to it through the Library.

1. Press your Assignment Inbox to display the Assignment list.
   
2. Press the Create Assignment (+) button to display the Select Procedure dialog:  
   
   
3. Enter search terms related to the Procedure name, description, or keyword or or category tag in the search field to display a list of Procedures that are stored within the Manuals to which you have access include terms related to your search:
   
   
4. Press a Procedure row to select it
   
5. Press the Select button to display the Assign Procedure dialog
   

Enter Assignment Details

1. Enter a concise, descriptive name for the Assignment in the provided field:
   
   
2. Select an Assignee from the Manual Members available in the Assignee drop-down list:                 
   
3. Enter optional fields, if desired:
   
   1. Priority
      
   2. Start Date
      
   3. Due Date
      
   4. Description
      
      
4.  Override the Assignee, Start Date, or Due Date for any given individual Procedure Step by entering override values in the Tasks expandable fieldset, if desired.
5. Press the Assign button to create the Assignment.
   
   An e-mail notification will be sent to the assignee of the Assignment and any Task and the Assignment will appear in their respective Assignment Inboxes.

Related Articles

Overview
            
           Assignments Overview

Step-by-Step

1. Update Procedure Publish/Draft Status
   
2. Update an Assignment Name
   
3. Update Assignment or Task Completion Status
   
4. Comment on an Assignment or Task
   
5. Archive an Assignment

Related Videos

Like these video explanations? Watch more on the Getting Started playlist.