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There are two ways a template can be distributed 1- While designing the template if you click on save & next, you'd be automatically navigated to distribute page. 2- or you can click on distribute button that exists in front of every template on 'template' listing page & would be brought to distribution page. Distribution SettingsClick on every section for distribution settings. Brief description of all parameters in all above sectionsTemplate
DistributionImage Removed
DatesImage RemovedImage Added
RemindersThis section allows you to add email reminders (maximum 9) to prompt users to complete the form who are involved in the process and have not completed the form.
UsersOne can do user selection with two different ways. Clicking on '+' allows adding a combination of users one by one. Whereas clicking on 'magnifier / search sign' allows adding bulk users in distribution using different search parameters.
UsersAdding users manuallyClick on + sign to add user pairs manually. Start typing names and select the relevant name appeared in the search results. Image RemovedSelecting users in bulkClick on add button, on the given one can select the set of users in bulk by checking boxes randomly or use search options like user containing text, has manager, has designation, has team. Image RemovedOnce you add appropriate pairs click on save to save distribution as a draft, distribute to distribute template right away or click on schedule to schedule distribution for a future date. If needed, click on reset to restart entire distribution process, In the below image, we've selected some random users. System fetches all users with UpRaise access (excluding ones which have been deleted/inactive). Simultaneously managers of corresponding users are retrieved and set in reviewer column. If there is no manager defined in UpRaise for a certain user, reviewer column will be empty. Example, here only Chintan has no manager defined in UpRaise. Image RemovedIrrespective of whether a manager exists in UpRaise or not, one can create/edit pairs of team member & reviewer. As long as the pair is distinct, the system will allow distribution of the template. Example - in the above example, if you try to create the same pair of Anuradha as team member & Anand as her reviewer, the system will block you from doing that.
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