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Assignment Template Groups

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An Assignment Template Group is a group of assignments that are placed together as they comprise a logical set. The purpose of using groups is to make it quick and easy for employees to add multiple assignments to a client's profile as they can add all the assignments contained in a group at the same time instead of having to add assignments individually.

There is no limit to the number of assignment templates that can be included in a group, and an assignment template can be included in more than one group. How you group the assignments is a practice decision; it may be by client profile (sole traders, trust, individual etc) or by business unit within your practice (Audit department, Tax department etc).

Assignment Template Groups are usually set up by the system administrator.

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