With the Assignments feature, users can start a submission, then Unassign themselves to make the submission available for other users on their account to review or add information.
Note
The Unassign and Claim actions can be enabled on a form-by-form basis using the Assignment Settings on the Form Settings page.
Unassign and Claim Submissions
- To unassign a submission, tap the Quick Links button, the ellipsis, in the upper right corner and select Unassign.
- Confirm this action by naming the submission and tapping Unassign on the new message.
- Once the submission has been unassigned, it will now appear as an available task on user devices with the related form.
- To claim an unassigned submission, navigate to the Tasks tab at the bottom of your screen.
- Tap the Available Tasks button in the upper right corner.
- A list of available submissions will appear. Tap the submission you want to claim.
- A preview of the submission-in-progress will be displayed. Tap the Claim button in the bottom right corner, and confirm the action by tapping Claim on the new message.
- Once the submission is claimed, it is removed from the unassigned queue and it will appear as a new task on your device.
The Assignment status for submissions is also displayed in Work Hub in your portal, where Admins can manually reassign, unassign, and delete submissions.
Note
If Unassign is turned on but Claim is not, unassigned submissions need to be manually assigned by an Admin from the Dispatch Manager.
Please Note
Assignments require Save to Cloud, neither of which are supported in the Windows Desktop Client.
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