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Setting up a survey (list of questions to make an assessment) and assigning to a Project Type can be a powerful tool to ensure nothing falls through the cracks. To do so open the e-manageONE Administrator application > Select Action Items > Highlight the Action Item > Select the Assignments tab on the right panel > Apply check box for applicable survey.
* Note: To ensure that this feature works properly, it is important to configure your surveys and assign Project Types accordingly. Configure Surveys
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Example of a Basic / Standard AI List with Pre-Req's & Completion Tasks
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