Save and Assign Tool Allows Platform Managers and Users to Complete Different Portions of Same Activity



TargetSolutions newest application, Save and Assign, goes live tonight at 11 p.m. (PST). This new tool gives administrators and supervisors the ability to partially complete different portions of the same activity. The end result is more consistent online record keeping and improved efficiency when delivering repetitive activities, including evaluations, certificates, inspections, etc.

The application, which is accessible for platform managers through the Administration tab, can be found underneath the Record Completions tool. Here are four key ways departments will be able to utilize the Save and Assign application:

Evaluation Forms: Platform managers can create an evaluation form and partially complete it before delivering to users. After receiving, users are required to respond and provide e-signatures. This eliminates paper files and gives managers more flexibility assigning the same template to multiple users.

Certificate Completions: In addition to providing platform managers and users with the ability to complete different portions of the same activity, Save and Assign relieves managers from having to upload multiple certificates on behalf of employees.

Training Records: Complete certain portions of an activity for consistency, while leaving other information for users for accuracy. For instance, complete fields like instructor or location and allow the user to enter notes or complete a class evaluation.

Group Training: Deliver videos or presentations as a group and then log any data about the session accurately. This feature requires more information from users, making online record keeping stronger in case of an audit.

TargetSolutions has created several different support articles that can be found in the Help Center. There is also a new Save and Assign Tutorial Video available in the Help Center. If you have any other questions about this tool, please contact us today!

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