Objective

The objective of this tutorial is to help you understand how to assign multiple sections and topics at once.

Overview

Access from your: Computer
Applies to: Manager/Admin and Supervisor

You can use the 'Fast Assignment' feature to quickly assign staff to your training topics visible in one convenient place.

Select the topics you want to assign and select who must complete it.

While saving the changes, you will see two choices to either 'Overwrite Existing Assignments' or to 'Append to Existing Assignments'.

  • The append option will add the assignments to the ones already there.
  • The overwrite option will reset all the assignments as you currently see them.

Things to know before you begin:

  1. You must have a manager/admin or supervisor access privileges to assign multiple sections and topics at once.
  2. The manager must enable ‘Training Module’ settings to make it visible to the employees otherwise they won’t be able to view the module.

Assign Multiple Sections and Topics To Staff

Step 1: Click ‘Training’ module from the top-panel >  Click ‘Fast Assignment’ tab from the left-hand side > Click ‘Assign Multiple’ from the right-hand side as shown in Image 1.

Image 1

Step 2: Expand the section to view topics, select multiple topics or sections by checking the boxes next to them > Assign staff to it > Click ‘Save Changes’ tab once completed as shown in Image 2.

Image 2

Notes:

  1. You can assign staff by position, group, skill and user
  2. .You will see two choices to either 'Overwrite Existing Assignments' or to 'Append to Existing Assignments' as shown in Image 3.
  • The append option will add the assignments to the ones already there.
  • The overwrite option will reset all the assignments as you currently see them.

Image 3

If you have any further queries, please don't hesitate to reach us at support@humanity.com. Happy Scheduling!

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