Add/ Edit Assignment Types - Basic Attributes

The Add/ Edit screen allows users to set up the basic attributes for each and every assignment type.

Assignment Type – Basic Information (Feature Summary)

• Users can define the Assignment Type name ( user enterable) , Assignment Group, Client Status, and Applicable Frequency.
• Toggles allow enabling or disabling features such as Issues Applicable.
• Workflow steps—Maker, Checker, Approver, and EQCR—can be marked as mandatory as needed.
• The Enforce Workflow option prevents assignment closure until all required workflow steps are completed at the assignment level.
• Workflow for child tasks remains optional, even when enforcement is enabled.

Auto Create Assignments

1. AssureAI can automatically plan assignments for the subsequent periods.
2. To enable this, set the switch “Auto Create Assignments” to ON.
3. If you want the newly planned assignments to have the same maker / checker / approver names, set “Copy previous period assignee” to ON
4. Follow the below examples to understand how the assignment creation date and due date are set
5. For recurring assignments, after the first assignment is planned for a client,

E.g.1 Monthly GSTR1 – you want to start work on the assignment on the 5 th of subsequent month and the due date is on the 11 th . This can be achieved by the following settings:

E.g.2 Annual audit – you want to start work on the assignment in May and complete by the end of September.

Cancelled Assignment

• Cancelled assignments are excluded from dashboard metrics by default, with an option to include them if needed.
• When an assignment is marked Cancelled for a client, the system stops auto-planning any further assignments for that client.
• The Cancelled status is not available for Annual Audit to prevent financial inconsistencies caused by breaking the assignment sequence
• On the Task Management Settings screen for Annual Audit, the Cancelled status option is disabled and cannot be selected.