From time to time, individuals serving in your organization will transition to a new position and assume a new assignment. It is essential that you keep records up to date by adding any new assignments that those individuals assume.  

Important: You must have Individual Assignments + View Detail + Modify permissions to update assignment records.

1. On the Home page, click the Individuals tile to open the Individuals page.
2. The page opens in grid view. To view the page in card view, click .
3. Find the individual whose record you are updating. If your list is long, use the search features to find the person you are looking for.
4. Click an individual's name link to open their record.
5. To update the record with the new assignment, complete the following:
   1. Scroll down to the Assignments panel.
   2. In the toolbar on the right, click (Add New Assignment).
   3. Enter details about the assignment into the form. For descriptions of the fields in this panel, go to Fields on the Assignments Panel.
   4. Click or .

The system displays a message to inform you that the assignment was successfully created and added to the individual's record:  

After the assignment is successfully created, any relevant requirements that are needed by the position on the assignment (as defined in Settings > Positions) are automatically created and assigned to the individual.

Any requirements needed by the new assignment that already exist for the individual but have not expired are not created because they are not required.

Updated July 17, 2025 17:04