Assigning Team Members

To facilitate delegation of data collection tasks, you may assign team members to tracked indicators. Data reporters can then easily filter for indicators assigned to them.

Assigning Team Members: Tracked Indicators Page

To assign team members to tracked indicators, proceed to the Tracked Indicators page. You may either assign a single indicator to users or choose to bulk assign indicators to team members.

Assigning a Single Indicator

To assign a single indicator,

1. Click on the 'Assign Team Member' icon button under the 'Assignees' column.

2. In the 'Assign Team Members' modal, check the team members you would want to assign the indicator

3. Click Save to confirm the assignment

Select the team members and click save to confirm the assignment.

1. Once assigned, the team members' avatar will appear in the 'Assignees' column.

Team members' avatar will appear in the 'Assignees' column upon assignment

Bulk Assigning Indicators

To bulk assign indicators, simply

1. Filter and narrow down the list of indicators to be assigned

2. Bulk select multiple indicators

3. Click 'Assign' on the floating menu

A floating menu will appear during bulk selection of indicators

1. Select the team members to assign and click 'Save' to confirm the assignment

2. Once assigned, the team members' avatar will appear in the 'Assignees' column.

Editing and Removing Assignments

To edit and remove assignments,

1. For single indicators, click on the avatar(s) under the Assignee column

   • For bulk selection, click on 'Assign' on the floating menu after selecting multiple indicators

2. Previously assigned team members will appear at the top of the list, separated by a divider

Previously assigned team members will appear at the top of the list.

1. To add more team members, simply select the new members below the divider

2. To remove assignments, simply unselect previously assigned members

3. Click 'Save' to confirm the reassignments

Bulk editing of assignments will synchronise all selected indicators to the same team member assignments. If you do not wish to synchronise all the assignments, please edit each individual indicator or a smaller selection of indicators separately.

Permissions and Access Warnings

A warning icon may appear on certain team member's entry in the assignment list.

The warning icons are enclosed in red.

Hovering on the warning icon will provide more details regarding which permissions are missing or if the team member does not have the required business area access.

Hovering on the warning icon will provide details on permissions and access.

When users with these warnings are selected and 'Save' is clicked, they will automatically be granted the relevant permissions and business area access.

If you do not wish to grant them the necessary permissions and access, uncheck their selection boxes to exclude them from the assignment operation.

Filtering by Assignees

The search and filter bar will now be able to filter tracked indicators by assignees.

Expand the Assignee section to filter by team members

To quickly get the list of tracked indicators with no assignees,

• Click on the 'Unassigned' option

• This helps you to narrow down the list of indicators with no assignees so that you may assign them

Assigned to Me Toggle

The 'Assigned to me' toggle is a helpful functionality to quickly filter the list of indicators down to those that are assigned to you.

The toggle can be found on the top right of the list of tracked indicators.

Leaving it toggled on will always ensure the list is always displaying tracked indicators that are assigned to you.

The toggle state persists through page refreshes and redirections, so be sure to turn it off when you want to view other indicators that are not assigned to you.