Create or copy an Assistant Assignment

When creating a new Assistant Assignment for your client you have two option:

• Use an existing template
• Or copy an existing assignment
  

The workflow will be as follows (see also step 2 in your getting started guide)

• Go to Registry : Assistant Assignment  and click on Add assignment in front of the customer you want to create an assignment for (A row in the Assistant).
  
  
• In the modal that appears you now get a choice of whether to select a Template or an existing assignment from the drop down on the right hand side which changes accordingly.
  
• The selected customer name defaults into the Name window.
  
• The only thing that we reset is the first date for the assignment which we default to today’s date
• Continue setting upp the assignment by customising the following settings:
  • Enter a description of the assignment 
  • set a first delivery date at the assignment level
  • Manage the accountants who are to work with the assignment
• Click on Save to create your assignment for the customer. You land in the Edit view where you can tweak each individual activity for the assignment.