How to Add an Assignment to an Individual's Profile
You must have Individual Assignments + View Detail +
Modify permissions to add assignments to profiles.
- On the Home page, click the Individuals tile to open the Individuals page.
- The page opens in grid view. To view the page in card view, click this button in the toolbar:
. - Find the individual whose profile you want to add an assignment to. If your list is long, use the search features to find the person you are looking for.
- Click the individual's name link to open their record.
- Scroll down to the Assignments panel. In the toolbar on the right, click
(Add New Assignment). - Enter details about the assignment into the form. For descriptions of the fields in this panel, go to Fields on the Assignments Panel.
- Click
.
The system adds requirements associated with the position defined on the assignment, and the displays a message to inform you that the assignment was created. For example:
