How do I set an action item to auto-assign in AccuCampus?

How do I set an action item to auto-assign in AccuCampus?

NOTE: This article will explain how to set an action item to auto-assign. This involves four steps, creating a tag, creating a dynamic group, creating an action item and creating a rule. This article provides an overview and does not provide specific steps for each of these features. For specific information on how to accomplish each of these steps, see the following articles.

Step 1 - Create Tag

1. From the Main Sidebar, hover Advanced Options.



2. Click Settings.



3. Click Tags.



4. Click User Tags.



5. Click Create Tag.



6. Enter information for the tag.

 

7. Click Save.



Step 2 - Create Dynamic Group

1. From the Main Sidebar, hover over General. > Users > User Groups



2. Click Users.



3. Click User Groups.



4. Click New Dynamic Group.



5. Create a group to assign the tag created in step 1.


6.  Add conditions for when the tag should be assigned.


7. Select the tag to be added.


8. Click Save.




Step 3 - Create Action Item

NOTE: Only complete this step if the desired Action Item doesn't exist yet. If it does, proceed to step 4.

1. From the Main Sidebar, hover over Action Plan.



2. Click Action Items.



3. Click Create Action Item.



4. Enter information for the action item.





5. Click Save.



Step 4 - Create Rule to Assign Action Item


1. From the Main Sidebar, hover over Advanced Options.



2. Click Settings.



3. Click Rules.



4. Click Create New.



5. Enter information for auto-assign of action item. The trigger will be the tag that was created.





6. Click Save.

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