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.
- 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.