This guide covers:

  • What is "assigner is supervisor" setting?
  • Where do I find this setting?

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The following example depicts the coaching step, but the same can be applied to the observation step.

What is "assigner is supervisor" setting?

Suppose you have a pathway called"abc" as shown below:

Note the groups for the coach.

  • The first step coach is: Manager group
  • The second step coach is: Team Leader group

Suppose Brett who is in the Manager group assigns this pathway.

Scenario 1: "assigner is supervisor" is off

When Brett assigns pathway "abc", everyone in the Managers group will see the first coach task. This means anyone in the Managers group can pick up this coach task and complete it with the learner.

Why is this useful? If a person in the Manager group who is meant to do the coaching, goes on leave, someone else can complete the coach task with the learner.

Scenario 2: "assigner is supervisor " is on

When Brett assigns pathway "abc", only Brett who is in the manager's group will receive the first step as a task.

Turning on "assign is supervisor" will replace any step in the pathway that has a coach / observer group that matches any of the groups the person who assigns it, is in.

In this case Brett is in the Manager group so any step with the coach / observer set as Manager will be replaced with Brett as the coach / observer for that step. However since Brett is not in the Team Leader group he will not be the coach for the second step.

Why is this useful? If a coach / observer assigns from the Supervisor Library , only they will be the coach / observer.

Where do I find this setting?

The "assigner is supervisor" setting can be found when you click on the cog icon when editing a pathway.