Assigning Staff Users to Examiners in Simplexam.

For teams large or small, we have found that it is very common to assign various team members to specific examiners. Assigning work by examiner provides the Examiner with a constant point of contact for your team to provide the best service and communication possible. This can also result in better quality work that meets the Examiner's expectations when it comes to scheduling, chart preparation, report analysis, and general reporting and status updates. In this article we will cover adding how to assign users to Examiners, and how that streamlines a user's view of the work to be done in Simplexam. Let's get started. 

Expert Tip: Pairing Examiner Assignment with a custom Role Configuration expands on that power to focus and streamline what a user can see and do in Simplexam. 

Assign Users to Examiners

1. Click Users on the left side bar.
2. Next, on the Active Users tab you will see the column 'Assigned Examiners' by default, a user will be assigned to all examiners. (See Figure 1 in the Screenshots section below.)
3. To View Examiners a user is assigned to by clicking 'More'. (See Figure 2 in the Screenshots section below.)
4. To Edit Examiner Assignments, click on the 'Edit' link on the far right, choose the Examiner(s) and click save. You may edit the Examiners each user is assigned to on this screen. (See Figure 3 in the Screenshots section below.)
5. Another way to Edit Examiner Assignments is to click on the row of the user you want to edit, and on the next screen, you may choose the correct Examiners that user should be assigned to and click save. (See Figure 4 in the Screenshots section below.)
6. Examiner Assignment tab. You may also view Examiner Assignments from a list of Examiners. To do this, navigate to the Examiner Assignment tab. There will be more features available from this tab at a later date. (See Figure 5 in the Screenshots section below.)
7. Completed Examiner Assignment. Now that you have assigned users to selected Examiners, Simplexam tasks, dashboards, notifications, and reports will now be automatically focused on just the Examiners a user is assigned to. This will streamline their view and make it easier to work on items they are responsible for.

Examiner Assignment Screenshots - Click to Expand

1. Active Users	2. View Examiner Assignments	3. Edit Examiner Assignments In-Line
4. Edit Examiner Assignments on User Screen	5. Examiner Assignment Tab