New Canvas Deployment Wizard

Revision as of 02:43, 15 June 2021

New Canvas Deployment Wizard

The New Canvas Deployment Wizard allows Users to quickly deploy canvases.

New Canvas Deployment Wizard

1. Select "START" at the Top Right-hand side of the Dashboard [The Top Right of your screen].
2. Select "Canvas Deployment". This will be the same as the Canvas Deployment workbench.
3. Enter a name for the deployment.
4. Select the relevant template to be sent out.
5. Select the appropriate employees, groups and/or departments for this canvas to be sent out under the deployment scope.
6. Under Select Recipients, you can further specify who this template is to be sent out to. This can be the employee, their manager or to a particular recipient specified in a field on the canvas.
7. Click "Next"
8. You are able to review and edit the canvas to make any final changes.
9. Click "Next"
10. You can choose to deploy right away or at a later specified date/time.
11. Click "Next"
12. The next step will allow users to edit the email that goes out to the recipients. This can be loaded from an existing template.
13. Click "Next"
14. The final step will provide a quick summary of what has been set for this deployment.
15. When ready, click the "Submit" button to finalise and deploy this canvas.