Multi-edit users on assignment rules
Once you have created your RFP assignment rules and enabled escalation, you can open a single page to view and maintain the users assigned as the RFP Owner, copied in as a contributor, or reminded that a customer is waiting for a response. This is a great time saver when you are experiencing turnover and need to quickly update several assignment rules, or even perform a quick audit.
Multi-edit is helpful for changes to recipients. To edit any other settings, open each rule from the location assignment rules page.
To multi-edit users on assignment rules
-
From the Administration Home page, click the Locations tab, select a location, and then click the Settings tab.
-
Click Multi-Edit. A new browser window will load the information for all of the location assignment rules.
-
Do one or more of the following:
-
Change the Status to activate or inactivate a rule.
-
Click Find
to assign a user, role, or group based on the columns displayed:-
Assign To: Select the RFP Owner for the rule.
-
Assign CC (1-4): Select additional users, a role, or a group to copy into the RFP with full rights to edit.
-
Escalate 1: Click RFP Owner to send reminders to the user selected in Assign To.
-
Escalate CC (1-4): Select additional users, a role, or a group that should be notified in case the RFP Owner is unavailable.
-
-
-
Click Update.
-
Click Save and then close the browser window to return to the assignment rules page in location settings.
Learn more...
Manage location assignment rules