How to assign the procedure to trainee?

Step 1 - Log in to the Mentor web app and navigate to the work instruction, Procedure you want to Assign.

Step 2 - Find the procedure you want to assign and click on the Assign button.

Note – Assign button will be available only when the procedure is published and approved.

Step 3 - In the Assignment popup, you will see two tabs: Individuals and Groups. The Individuals tab lists all the trainee users in your organization, while the Groups tab lists all the user groups you have created.

To assign the procedure to trainees, select the Individuals tab and check the box next to the name of each trainee you want to assign the procedure to. You can also use the search bar to filter the list of users by name or email address.

To assign the procedure to a user group, select the Groups tab and check the box next to the name of the group you want to assign the procedure to.

Step 4 - Once you have selected the Individual trainees or user group, click the Assign button.

Step 5 - A confirmation dialog box will appear after the successful assignment.

Note - Each trainee you assigned the procedure to will receive an email notification with a link to access the procedure. They can also access the procedure by logging into their Mentor account and navigating to the Procedures section.