Assign Processes & Process Tools

  1. Select the employee’s name under “Management Review” in the Dashboard.

  2. Choose a process to assign to the employee.
    Note: If no processes are visible, click on a Group name to expand that group

  3. Decide whether to assign the entire Process or a specific process tool within it.

    1. Click the “stopwatch” icon under the process’s objective to assign the entire process.

    2. Select a specific process tool and click the “stopwatch” icon next to that tool to assign it individually.

  4. In the Assignment window that appears, configure the following:

    • Due Date: Set a deadline for the assignment.
    • Send Notification: Choose if the employee should receive an email notification.
    • Enter Notes: Add any instructions or details specific to the assignment.

  5. Click the Assign button to finalize the assignment.

    Note: After saving, a confirmation banner will appear. Click the Position above the process title to review and confirm the assignment.

Edit & Delete an Assignment

  1. Select the process in the assignment window or click the edit icon.

  2. Update the assignment date, notifications, notes, and save.

  3. To delete the assignment, select delete.

    Note: Editing an assignment for the entire process will apply changes to all process tools (work plans, checklists, scripts, etc.). To set different due dates for each tool, delete the assignment and reassign each tool separately.

Viewing Completed Assignments

  1. View completed assignments under the Assignments window in Management Review.

  2. Click the process title to view the employee’s completed assignment.

  3. Select the note icon to view the notes field.

    Note: Once an assignment is completed, managers cannot edit the notes field.

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