Assignments

An Assignment is a specification that is assigned and configured for a supplier.

Administrators can assign Users to an assignment, where they will then be able to see it listed in their My Assignments section.

Selecting the Specifications tab within your Project.

ClosedAdd New Assignment

Once you have created a specification you can Assign this to your chosen Suppliers.

  1. Select the Assignments tab for the SpecificationClosed A specification defines the data to be uploaded or downloaded and the workflow required from a User. you wish to use and click the Add icon in the bottom right hand corner of the window.

    Project assignment tab showing suppliers attached to the project.

  2. Select a Supplier from the drop down list of suppliers, add a Reference and click the Add Assignment button.

    3. Add Assignment popout that requires a Supplier and a reference.

    Alternatively, choose to copy assignments from another specification, and clicking the Copy Assignments button.

    Add Assignment popout on the Copy Assignment tab that allows assignments from other projects to be copied over.

  3. Configure the Assignment Settings, use the table below for assistance with each field.

    Assignment settings tab for a supplier attached to a project.
    Setting Description
    Key Auto assigned. The key for the assignment.
    Supplier The supplier defined in the previous steps. Select the drop down to change to another supplier group.
    Reference The reference defined in the previous steps. Type to replace.
    Active? Select to activate the assignment.
    Restrict to specified members? Select to restrict the assignments only to specified users in the supplier group.

    4. If you have chosen the Restrict to specified members? option, select the Permissions tab and choose users from the Add Permissions drop down.

    Project permissions tab with the add permissions drop-down highlighted.

    Once you have a User selected click the Add Permission button

    Permissions tab showing a filtered user to be added to the project.

ClosedAdding Additional Information

If you would like to include additional information to Users when they are viewing their Assignments this can be configured in the Specification's Information tab.

The project information tab showing attached documentation.

Note: Ensure Display information to suppliers? is selected for this to appear to users.

ClosedDeleting Assignments

To delete a specification select Delete Assignment from the Assignment Settings tab.

Note: Deleting Assignments cannot be undone and can only be deleted by Administrators with the receiver permission.

The bottom of the Assignment Settings tab with the Manage Assignment section annotated.

To confirm deletion enter the Assignment Key to permanently remove the Specifications and all its associated Submissions.

Deleted Assignment popout requiring the Assignmnet Key to confirm deletion.