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Assigning Person Responsible via Staff Categories (Configuration)

ComplyFlow avatar
Written by ComplyFlow
Updated over 8 months ago

This guide outlines the process of enabling an Inspection Setting for Default Assignees (using a Staff Category), so that when the Inspection is carried out, the Person Responsible list defaults to users in the specific Staff Category.

You will need permission to Create, Edit and Manage Inspections (previously Audit Admin) to manage these settings. For more information, see

  1. Navigate to the Inspections module and then select Settings > Actions Priority.

  2. In the Advanced Action Settings, select Use Staff Category For Corrective Actions.
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    By default, all Staff Categories in your organisation are selected.

    Select the drop down list to update the Staff Categories.

  3. When assigning a Corrective Action, Assign Person Responsible will only have users that are assigned to these Staff Categories. (They will still need to be assigned to the site as per usual)


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