Activity: Assignments Tab - Web
The Activity Tab allows managers to track all Form Assignments via the Assignments Tab.
Table of Contents
Navigating to the Assignments Tab
Start by clicking the Activity Tab from the main navigation bar at the top of the screen. The Assignments Tab will open by default.
Please see the video below for a demonstration:
How to Use the Assignments Tab
Filtering the Assignments Tab
There are several filter options available on the Assignments Tab (highlighted in the red box in the image below):
- Search by Assignment Name
- Search bar for Form Assignments with the title containing certain keywords.
- Assignee
- Dropdown of all Users that exist in your Company. Select a User to see all Form Assignments that they have been assigned.
- Assignee Group
- Dropdown of all Groups that exist in your Company. Select a Group to see all Form Assignments that they have been assigned.
- For more information on what Groups are and how to create them, read our help documentation here.
- Form
- Dropdown of all Form Templates that exist in your Company. Select a specific Form Template to view all Form Assignments tied to it.
- Job
- Dropdown of all Jobs that exist in your Company. Select a specific Job to view all Form Assignments tied to it.
- Unassigned Toggle
- Toggle on to view all Form Assignments that have not been assigned to a specific User.
- Repeating Toggle
- Toggle on to view all Form Assignments that are repeat.
- Non-Repeating Toggle
- Toggle on to view all Form Assignments that do not repeat
- Completed Toggle
- Toggle on to view all Form Assignments that have been completed.
- Incomplete Toggle
- Toggle on to view all Form Assignments that have not been completed.
- Dismissed Toggle
- Toggle on to view all Form Assignments that have been dismissed.
- Not Dismissed Toggle
- Toggle on to view all Form Assignments that have not been dismissed
- On Track Toggle
- Toggle on to view all Form Assignments where the due date has not been reached yet.
- Past Due Toggle
- Toggle on to view all Form Assignments where the due date is past due.
- Permanent Toggle
- Toggle on to view all Form Assignments that have been marked as permanent.
- Assets Toggle
- Toggle on to view all Form Assignments that are related to assets.
Note: Multiple Filters can be used simultaneously to obtain highly specific results.
Viewing an Individual Form Assignment
To view an individual Form Assignment, click on the Form Assignment from the data table. This will open the Form Assignment Details Page.
The Form Assignment Details Page contains a list of all Form Submissions and overdue Form Assignments associated with the Form Assignment. Form Assignments can be viewed by clicking on the hyperlink under the "Submission" column of the table.
Lastly, comments on Form Submissions or overdue Form Assignments can be left by clicking on the comment bubble next to the Form Assignment.
Please see the video below for a demonstration:
