Selecting Users in a Template

You can select users as writers, reviewers, approvers or assignees in templates by individual user, by group, by department, and by job title.

Select Users in a Template

  1. From an open template, in the Select From dialog box, and do one of the following:

    • To choose individual users, select Writers, Reviewers, Approvers, or Assignees, and then click OK.

    • To choose others, select Groups, Departments, Department Groups, or Job Titles, and then click OK.

      Note: Depending on how your PolicyTech system is set up, not all of the above options may be available.

  2. Do one of the following:
    • If Writers, Reviewers, Approvers, Assignees, or Groups are listed, select one or more users.

    • If Departments, Department Groups, or Job Titles are listed, click one, select one or more users, and then click OK.

Important: As you use any of the selection methods above, the total number of currently selected individual users is displayed above the selections in each level, as shown below.

Click the user count to view a list of the selected users.

While viewing currently selected users, do either of the following:

  • Use Search to find a specific user in a large list.
  • Click Export to Excel and follow the prompts to export an Excel file containing the names and other identifying information of all selected users.