Supervisors

Streamlining compliance categories and designating Supervisors helps clarify roles and responsibilities for staff members.

To assign a staff member as a Supervisor for a category, simply click on the 'Supervisor +' button next to a Task Category, as indicated by the arrow below.

clicking on the 'Supervisor +' button next to a Task Category (marked with an arrow)​

Subsequently, select a member from the drop-down menu and proceed to click on 'Save'.

selecting a Supervisor from the drop-down list

If there's a need to reassign a task, click on the Supervisor's name instead of the assign button, as denoted by the arrow below.

to change an existing Supervisor, click on its name (marked with an arrow)

To remove a Supervisor, save the changes with the selection field empty (as shown below), and the Supervisor's name will revert to 'Assign'.

Leaving a clear field and clicking on 'Save' - unassigns a Supervisor.​​

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