Class Form Delegate

Overview

A Class Form Delegate is a user assigned to a class who can create and sign Learner Template Forms. This is particularly useful when users, such as Centre Monitors, need the ability to complete or sign off forms for learners within a specific class.

Once assigned, the Class Form Delegate will appear in the dropdown list within the class settings and will receive all signature tasks related to Learner Template Forms for the learners in that class.

Permissions

Who Can Use This Feature?

This feature can be managed by the following user role:

• Centre Manager

Required Permission

• Assign permissions to other users

Steps

Grant Class Form Delegate Permission to a User

1. Navigate to the user’s account.
2. Click Permissions.
3. Scroll to Class Form Delegate.
4. Select Grant under User Setting.
5. Click Save.

Assign a Class Form Delegate to a Class

1. Click Quality on the left-hand navigation menu.
2. Click Classes.
3. Select the Class Name.
4. Click Select a Monitor.
5. Select the user to assign as the Class Form Delegate.
6. Click Save.

Tips & Notes