QVALON

    Assigning a checklist to a group or a business direction

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    Meaning of the term

    In order for the checklist to be ready, you need to assign it a user’s group that will have access to it.

    Creation

    Clicking on the checklist template in the list below will open the assignment panel of the group of recipients for the selected checklist template. Selected groups of recipients will be able to check this checklist template.

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    To associate checklist templates with user groups, select a checklist template from the list of existing templates. Available and assigned groups of recipients will be displayed for it.

    To assign recipients, drag the group from the list of available recipients to the list of assigned recipients using the arrows (single selection) and select all available recipients. In addition, you can use the search by available recipient groups in the field.

    To cancel the assignment of recipients, drag the group from the list of assigned recipients to the list of available recipients using the arrows (single selection) and select all available recipients. Similarly, you can use the search by the assigned groups in the field.

    Click Save to save your changes.

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