Designating Assignees for a Campaign (Properties Wizard)
Assignees are those users you require to complete a campaign.
Important: We recommend that you select assignees by department or job title so you don't have to worry about adding or removing assignees from the campaign as they are added or removed from PolicyTech. Departments and job titles are automatically updated as user changes are made.
- In the Assignees step, first check to see if the template included assignees. In the example below, the template automatically added three departments. Any assignees added by the template are optional and can be treated as suggestions. To remove an optional assignee, department, or job title, click it, and then click
.
- If your PolicyTech system has multiple sites, do one of the following.
- Leave the default site selection to select approvers from the current site.
- Under Site, click
, select a different site, and then click OK.
- Under Site, click , select Allow multiple selections, select two or more sites, and then click OK.
Important: If you will be designating assignees from other sites, see Assignees and Site Access before doing so.
- Select one or more departments.
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Notes:
- A list of departments within the selected site or sites is displayed by default. (If multiple sites are listed, expand a site to see and select departments.) To use another selection method, see Other Ways to Select Assignees.
- To assign individual users from a department, click the department name, and then select users.
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- (Optional) Set a due date for when assignees should be finished. See Setting Due Dates for Writing, Review, Approval, and Assignee Tasks for details.
- (Optional) Click Advanced Settings, and then click Add Note to include instructions or other information for the assignees. See Adding Notes for Writers, Reviewers, Approvers, and Assignees for details.
- Do one of the following:
to the right of Submit for Review, and then click Save and Close.
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