Assigning Tasks to a Third-Party Contact

If the Third-Party Accounts module has been enabled in Policy & Procedure Management, you can assign third-party contacts as writers, reviewers, and assignees when you create content.

Important: Before you can assign third-party contacts to content, the item must be assigned a template with Third-Party Accounts enabled. Your administrator can tell you which templates have Third-Party Accounts enabled.

Assign Tasks to a Third-Party Contact

1. Create a new document or open a draft document or assessment.
2. In the Properties Wizard, select the Writers, Reviewers, or Assignees step.
3. For Select From, select Third-Party Accounts or Third-Party Contact Groups, and then click OK.

   

4. If you have access to multiple sites, use Site to select the site or sites to which one or more third-party accounts or groups are assigned.
5. Do any of the following:   
   • If you selected Third-Party Contact Groups for Select From, select one or more groups.

     

   •  If you selected Third-Party Accounts for Select From, click an account, select one or more contacts, and then click OK.

      

   Note: The names of those designated as primary contacts are marked with an asterisk (*).

6. Click Save.