Periodic assignments allow recurring checklists to be assigned automatically. This means that checks that are performed monthly, for example, are automatically assigned to a person.
Managing periodic assignments of a checklist template can be done by clicking on the context menu (the three dots) on the right hand side of a published checklist template and selecting “Periodic assignment“. The user will see all the perodic assignments that are already in place. These can be edited and deleted by a user with the right permissions.
Adding a new perodic assignment
Assigning a checklist periodically to a user or a group can be done by clicking on the orange button in the lower right corner. Creating a new periodic assignment is divided into 4 steps.
In this section the user has to provide a title which gives a quick information on the periodical assignment.
This section contains all important information about periodic assignment. Test object type, test object, assigned user or group can be selected. When a test object type is selected, the periodic assignments are also automatically created for the test objects below it. This should be noted if the assignments are only required for specific test objects.
Furthermore, it is possible to set the due date and time by which the checklist should be executed. In the last field the user can choose how many days and at what time before the due date the checklist should be assigned. Execution is thus possible several times a day (morning and evening shift), for example. This also allows assignments on an hourly basis and the checklist only appears at a specific, predefined time.
Here the user can set the frequency of the assignment. There are predefined options (e.g. weekly, monthly,…) but also the opportunity to create a custom frequency.
Here an expiration for the periodic assignment can be set. The user can chose the option “never“, define a number of repetitions or can set a date on which it expires.
Periodic assignments have a history where all previous steps are displayed. This feature allows to review the successful and failed executions of all periodic assignments. For each execution attempt, a separate entry is created with all relevant information. To ensure transparent troubleshooting, it is also possible to set filters and search for them.
Also shown is when a periodic assignment was activated/deactivated and whether this was done automatically or manually by a person.
The history can be viewed by clicking on the context menu (the three dots) in the upper right corner.
By selecting the desired entry, the history is displayed:
All important information can be seen at a glance. By using the link icon on the right side, the individual items can be expanded and further details can be displayed.