How do I assign a page of a risk assessment to somebody?

An article outlining how an onboarding user would assign a page of a risk assessment form to another user.

In a risk assessment form, different pages can be assigned to different people to be completed. Pages also do not have to be completed in order ( Page 2 can be completed before Page 1).

The onboarding can assign pages to assignees when creating a risk case.

  • When viewing the customer object, select Risk Case and select Create.
    Screenshot 2021-06-23 144326
  • This section is where you select the Product/Service and Form Template for this particular risk case.
  • The onboarding user here will also be able to assign a user to a particular page if they wish or assign all pages to 1 person.