In some cases, you may need to assign a form to multiple users at once. What happens when dozens of new hires need to complete their onboarding packets? Or when a handful of users need to complete additional post-travel questionnaires?
Check out the steps below to learn how to speed up the process and gain hours back in your busy day:
Log into Compliance and open the People tool located on the left navigation bar.
Select the users that need to be assigned the form by selecting the checkbox located to the left of their name.
Once you have the group selected you will then notice there is a action item in the top column stating Assign Form.
4. Select Assign Form. You will be presented with the Forms that are currently loaded in the system. Select the appropriate form and assign a due date. Optionally, you can also choose to Send Email Notification to the users.
CONGRATS! You have successfully assigned a form to multiple users!