Assigning & Scheduling
Assign templates to dynamic groups, set deadlines and expiry, and link templates to compliance rules
Configure template
On the templates list, click Configure (edit icon) on a template card:
| Setting | Options |
|---|---|
| Name / description | Shown to admins and learners |
| Default site | Pre-fills site on new submissions; used for contractor auto-created drafts |
| Require approval | On/off — can be changed after create |
| Approvers | Named users, dynamic groups, submitter's line manager |
| Deadline | Off, fixed date, or N days from assignment (default 30 days) |
| Expiry / renewal | Off, N days after completion (default 365), or fixed end date |
Assign to dynamic groups
1
Open group assignment
Click the Assign to groups icon (user-check) on the template card, or use the link from Configure.
2
Select groups
Choose one or more dynamic groups. Uses the same pattern as course group assignment.
Tip
No groups assigned = all learners in the tenant can see the template under Available templates at
/risk-assessments.See Creating Dynamic Groups to set up groups first.
Link to compliance rules
Published templates can be added as Risk / questionnaire requirements in Site settings:
- All-sites requirements — approved submission at any site satisfies the rule
- Per-site requirements — approved submission must match the scanned site
Warning
Only published templates appear in compliance pickers.
Contractor packages
Published templates can be included in contractor onboarding packages; signup creates draft assessments automatically. See Contractor Management.