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How do I schedule recurring assignments?

Create and manage recurring assignments using Schedules in ANVL Manager to automatically assign workflows on a set cadence.

Written by Lauren Baird
Updated yesterday

Answer

Use Schedules in ANVL Insights to automatically create recurring assignments on a set cadence. This is useful when the same workflow needs to be assigned repeatedly, such as daily, weekly, monthly, or on another recurring schedule.


Steps

  1. Open ANVL Insights.

  2. Go to Assignments.

  3. Select Manage Schedules.

  4. Select Create Schedule to add a new recurring assignment.

  5. Enter the schedule details.

  6. Select Create Schedule or save your changes.

Configure the schedule

  1. Choose the Frequency:

    • Daily

    • Weekday only

    • Weekly

    • Monthly

    • Quarterly

    • Annually

  2. Set the number of workflows to assign each cycle.

  3. Select one or more assignees.

  4. Add a Work Folder if needed.

  5. Set the date range for how long the schedule should run.

  6. Choose Create Assignment Now if you want the first assignment created immediately.

  7. Choose Expire on Due Date if late submissions should not be allowed.

Review the results

  1. Return to Manage Schedules to confirm the schedule appears.

  2. Verify assignments are being created based on the schedule.

  3. Confirm assignees receive assignment notifications as expected.

Additional Details

  • One schedule can generate many assignments over time.

  • Changes to a schedule affect future assignments, not ones already created.

  • Expired assignments cannot be submitted late.


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