How Do I Assign Projects to Trainee Document Types?
Projects can be assigned to trainee document types to link specific projects with the relevant document requirements
- On the left column, go to Settings and click ‘Trainee Document Types’.
- Click on the trainee document type you’d like to assign projects to.
- Scroll down to the ‘Projects’ section.
- Click ‘Allocate/Deallocate Projects’.
- Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of projects, tick the box(es) you wish to add/remove.
- You also have the option to select all by clicking the blue tick at the top of the page.
- To deselect all, click on the red ‘X’ at the top of the page.
- Click the arrow button.
- Click 'Close'.
- The projects you have selected are now assigned to the trainee document type.