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Save and Assign Activity Settings

Activities do not appear in Save and Assign by default. They must be designated to appear by turning on a setting within the activity in Activities Builder.


Designate an Activity to Appear in Save and Assign

To turn on Save & Assign for an activity, check the “Allow assigning through Save and Assign” box upon creation of the activity or in the Edit Activity field of existing activities.

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Designating Required Components in Save and Assign

Once the setting has been turned on for the activity, an additional option will appear in any pre-existing components and any additional components added to the activity1. Turning on this option for a component will require it to be filled by the assigner in Save and Assign before the activity can be successfully saved and assigned.

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The setting will be unchecked by default for all existing and added components in existing or new activities2.

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In this case, a response is required by the assigner in Save and Assign before the activity may be saved and assigned. If the activity is accessed through alternate assignment methods (Self Assign, Record Completions or Create New Assignments), this component is NOT required before completion. It is only required in Save and Assign.

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In this case, a response is not required by the assigner in Save and Assign, but a response CAN be given if the assigner chooses to provide one. If the activity is accessed through alternate assignment methods (Self Assign, Record Completions or Create New Assignments), this component IS required before completion.

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In this case, a response is required by the assigner in Save and Assign before the activity may be saved and assigned. If the activity is accessed through alternate assignment methods (Self Assign, Record Completions or Create New Assignments), this component IS required before completion.

1 The setting will not appear in the Test or Resource components, because all tests are required to be taken and all e-signature boxes must be checked by the user. Tests may not be completed by the assigner in Save and Assign. E-signatures may not be given by the assigner in Save and Assign.

2 Note that if the activity is removed from Save and Assign and subsequently added back to Save and Assign, the option will still be checked in any components in which it was previously checked.

 

Please see the following links for more information about Save and Assign:

Save and Assign Overview

Save and Assign Video Tutorial

Completing Assignments Created Using Save and Assign