Once a Training Contract has been received through the smart form inbox, users will have the ability to assign these to particular users for processing.
This can be done individually from a Training Contract, or in bulk from the Training Contract search.
Bulk:
To assign the training contracts in bulk, first the desired set of training contracts to be assigned must be found by using the filter Receive Through Smart Form Inbox.
These records can then be filtered down by using other training contract filters until the desired records are found to be assigned to a particular user.
Once a user has the found set to be assigned to a particular user, the checkboxes can be selected to assign a sub-set of these records, or leave the checkbox blank to assign all. Click Actions - Assign Admin by to the top right hand side of the table.
Once the Admin by user has been selected, click submit.
This will have assigned the filtered set of Training Contracts to the Admin by user for processing.
Individual:
To assign a training contract to a user individually for processing, go to the training contract that requires a user assigned. Click the edit button, and enter the Admin By field on the Setup tab.
Click update Training Contract, and the user will then be assigned.