To create an Assignment in True Sky, please follow the steps below:
Open the Admin Console and click on the ‘Workflow’ menu at the top of the page. Select ‘Templates’.
Select the Template you wish to create an Assignment for.
Check to ensure the Template and Version you want to use are ‘Enabled’ by clicking on the pencil icon. If the ‘Enabled’ box is not checked, please click on it to make sure you see the checkmark.
Navigate to the ‘Assignments’ tab under the ‘Workflow’ menu.
Click on the ‘+’ icon to add a new assignment.
Fill the pop up form with the Display Name of the Assignment, Start and End date (can be left blank), Approval Tree, Template Version, and any other relevant fields. Then click ‘Save’.
Select the ‘Worksheets’ tab and select the ‘Is Included’ box for all worksheets you wish to include in the Assignment.
Select the ‘Drivers’ tab and select the ‘Is Included’ box for Dimensions that will be used to “drive” or move the Assignment forward through the Approval Tree.
Select the ‘Security Groups’ tab and click on the pencil icon to add a security group.
In the ‘Assignments’ section, click on the lightning icon to ‘Generate’ the Assignment. Continue to click the refresh () icon until the ‘Generated Date’ is displayed.
Enable the Assignment by selecting the Assignment, and clicking on the pencil icon. Then select the ‘Enabled’ box so you can see the checkmark and click ‘Save’.
