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* Policy formats include rich text format and URL to webpage containing the policy
* Additional policies can be added by clicking the '''+''' (plus icon) at the bottom of the Country - Language settings
====See Also====
[[Image:Privacy.png]]
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This feature adds the ability to assign many objects to many objects through the new Assignment List View feature. This feature will allow you to easily attach a group of reviewers to a Level One, assign many users to one or many organizations, even attach a Level 1 to one or more Level Ones. Once fully implemented, this enhancement adds the ability to assign many objects (like users, organizations, Level 1, Level 2, Level 3s), to many objects. Phase one of this enhancement (April 2016 Upgrade) will add the ability to attach one or many contacts to Level 1s.
====Configuring the Assignment List View====
=====Add an Assignment Type=====
To begin a assigning users and to UTA objects, an assignment type must first be added.
# Choose the desired UTA, click on the '''Settings''' icon.
# Navigate to the Level One.
# In the Level One Provider settings, click on the '''Assignment List View Settings''' hyperlink.
# The '''Assignment Types''' page is displayed.
# Click on the '''+''' New Assignment Type icon.
# Complete the New Assignment Type page.
# Click '''Save'''.
: New Assignment Type options include:
:: Display Order -
:: Assignment Name -
:: Description -
:: View Roles -
:: Assign -
:: Assign As -
:: Trigger Workflow -
:: Run Template Formula -
=====Assigning the Users to UTA Level 1's=====
# Navigate to the UTA where you've added the New Assignment Type. If this step has not been completed please see the section '''Add an Assignment Type'''.
# From the navigation bar click on the '''Assignment List View''' icon.
# The '''Assignment List View''' page is displayed. This page is comprised of two list views arranged side to side. The list view on the left displays users. The list view on the right displays level 1's. The assignment type(s) that where configured in the previous section will appear in the '''Assignments''' drop down box. The Assigned Role drop down box allows the selection of specific roles.
# Assign Users and Level One's by dragging and dropping each user and Level One to the sections titled '''Drag Users Here''' and '''Drag Level One Here'''.
# Click on the '''Continue''' button
# The Confirm Assignment lightbox is displayed. This page summarizes that assignments were requested.
# Click on the '''Assign''' button to complete the assignment.
====Additional Settings====
You must set the following settings:
====Notes====
[[Image:Assignment List View Icon.png]]<br /><br />
