LMS Collaborator knowledge base

Ways to assign to the Task-Checklist

Assignment to a Checklist Task is an assignment to pass the questionnaires with the checklist by the curator or employees in the self-evaluation mode.

After the Checklist has been created and the Task with this Checklist - you can move on to the next step: selecting Users who will participate in filling out the questionnaires.

Depending on the selected "Evaluation Mode" setting, there are two ways to assign users to a Checklist Task:

• evaluates the "curator" - the curator fills out questionnaires on other employees. Depending on the selected “Assigning mode” setting, the following options may be available::
  • the curator and users are assigned manually;
  • functional managers is appointed automatically;
  • manager according to the organizational structure is assigned automatically;
• self-esteem - the user is the evaluated and the respondent at the same time.

To assign users to a Checklist Task, on the Tasks page, in the table with the list of tasks, click the Actions button next to the required Checklist task and select Assign users.

Or on the selected task page, in the Assignment block click the Assign button. Alternatively, in the upper-right corner, click the Actions button and select Assign users.

After that, the User assigning page will open, displaying all users in the system.

Evaluated by a "curator," manual assignment

Assignment to a Checklist with the settings "Evaluation Mode – set by the curator" and "Assigning mode – manually" is divided into two stages:
(1) - Assigning curators
(2) - Assigning users

(1) - Assigning curators

Curators can be assigned:

1. On the Checklist Task page, in the Assignment block:

2. On the User assigning page:

To assign a curator to a task, click the corresponding field in the modal window and use the Assign curators button. You can find users by Full Name or e-mail, or select them from the drop-down list. The system allows you to assign one or multiple curators at the same time. After making your selection, click Save.

If a curator is assigned to a Checklist Task that does not contain any user questionnaires, an informational message will be displayed in the task:

(2) - User assigning

After assigning a Curator, users can be assigned for evaluation. A questionnaire will be created in the Checklist Task for each assigned user. The table displays all active users in the system. Users assigned to the task are highlighted in the table and moved to the top of the list.

Users can be assigned to a task-Checklist using the following methods:

1. Via Tasks, on the User assigning page:

• Manually – using the Assign button (1), you can add a task to users one by one. By clicking the Actions button (2) you can Unassign a user from the task assignment or Notify about updates the task.

• Group assignment - to assign a task to multiple users at once, select their checkboxes (3) on the left. A modal window (4) with available bulk actions will appear at the bottom of the page. By default, the Assign button is shown; clicking the arrow also provides the options Unassign from task and Notify about updates. If the checkboxes are deselected, the bulk actions modal window is automatically hidden.

2. Others assign methods (5) – provide additional settings for assigning users to a task:

Automation – users are assigned to a task automatically according to a previously created automation rule. More details: Automation rules.

Evaluated by the “Curator”, the assignment of a curator as the Functional Manager.

If the settings "Evaluation Mode – set by the curator" and "Assigning mode – Functional manager" are selected, then after assigning a user to a Checklist Task, a questionnaire is created to evaluate the selected user. In this case, the curator for the evaluation is automatically assigned as the functional manager of that employee. If the employee has multiple functional managers, all of them will be assigned as curators (the system will create multiple evaluation questionnaires for a single user).

The selected settings are displayed on the User assigning page: Evaluation mode: by curator (functional manager)

Users can be assigned to a task-Checklist using the following methods:

1. Via Tasks, on the User assigning page:

• Manually – using the Assign button (1), you can add a task to users one by one. By clicking the Actions button (2) you can Unassign a user from the task assignment or Notify about updates the task.

• Group assignment - to assign a task to multiple users at once, select their checkboxes (3) on the left. A modal window (4) with available bulk actions will appear at the bottom of the page. By default, the Assign button is shown; clicking the arrow also provides the options Unassign from task and Notify about updates. If the checkboxes are deselected, the bulk actions modal window is automatically hidden.

2. Others assign methods (5) – provide additional settings for assigning users to a task:

Automation – users are assigned to a task automatically according to a previously created automation rule. More details: Automation rules.

If an employee does not have a functional manager assigned, the system will not be able to assign them to the task. In this case, after attempting the assignment, a refusal notification will appear:

Evaluates by "curator", the assignment of a curator on the organizational structure

If the settings “Evaluation Mode – set by the curator“ and “Assigning mode – manager according to the organizational structure“ are selected, then after assigning a user to a Checklist Task, a questionnaire is created to evaluate the selected user. In this case, the curator for the evaluation is automatically assigned as the employee’s direct manager according to the organizational structure. If the employee has multiple managers in the organizational structure, all of them will be assigned as curators (the system will create multiple evaluation questionnaires for a single user).

The selected settings are displayed on the User assigning page: Evaluation mode: by curator (manager in the organizational structure)

Users can be assigned to a task-Checklist using the following methods:

1. Via Tasks, on the User assigning page:

• Manually – using the Assign button (1), you can add a task to users one by one. By clicking the Actions button (2) you can Unassign a user from the task assignment or Notify about updates the task.

• Group assignment - to assign a task to multiple users at once, select their checkboxes (3) on the left. A modal window (4) with available bulk actions will appear at the bottom of the page. By default, the Assign button is shown; clicking the arrow also provides the options Unassign from task and Notify about updates. If the checkboxes are deselected, the bulk actions modal window is automatically hidden.

2. Others assign methods (5) – provide additional settings for assigning users to a task:

Automation – users are assigned to a task automatically according to a previously created automation rule. More details: Automation rules.

If an employee does not have a manager in the organizational structure, the system will not be able to assign them to the task. In this case, after attempting the assignment, a refusal notification will appear:

Self-esteem

If the “Evaluation Mode – Self-esteem“ setting is selected, the user is both the evaluatee and the respondent at the same time.

The selected settings are displayed on the User assigning page: Evaluation mode: self-assessment.

Users can be assigned to a task-Checklist using the following methods:

1. Via Tasks, on the User assigning page:

• Manually – using the Assign button (1), you can add a task to users one by one. By clicking the Actions button (2) you can Unassign a user from the task assignment or Notify about updates the task.

• Group assignment - to assign a task to multiple users at once, select their checkboxes (3) on the left. A modal window (4) with available bulk actions will appear at the bottom of the page. By default, the Assign button is shown; clicking the arrow also provides the options Unassign from task and Notify about updates. If the checkboxes are deselected, the bulk actions modal window is automatically hidden.

2. Others assign methods (5) – provide additional settings for assigning users to a task:

Automation – users are assigned to a task automatically according to a previously created automation rule. More details: Automation rules.