Modifying qualifications for many users

You can Add or Remove qualifications (categories such as Departments, Areas, Tasks, etc.) for many users at the same time by navigating to the Users page, selecting edit on any user record, and then selecting the Qualifications tab.

 

Getting to the Mass Qualifications Edit

Adding Mass Qualifications

Removing Mass Qualifications

 

Getting to the Mass Qualifications Edit page

 

First, navigate to the Users records page.

 

setup Users clickhere

 

Select any users (they do not have to be the users you will be adding qualifications for).

 

Then click the Mass Edit Qualifications icon on the top of the form.

 

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Adding Qualifications for many users

 

After selecting Mass Edit Qualifications, you will see this screen.

Select the action you would like to accomplish, here we will demonstrate add qualifications to multiple users.

 

mass qual add 1

 

Next, select the category you would like to add many users to. This can be Departments, Areas, Tasks, etc.

 

mass qual add 2

 

Then, select the users you would like to qualify for this selection.

 

mass edit - qual -2

 

Select the category items (in this example, Departments) you want to qualify the selected users for.

 

mass edit - qual -3

 

You can also edit the rank (for auto-scheduling purposes) for the selected users in these category items.

 

mass qual rm 5

 

 

Finally, confirm that the employees and category items are in the list and click Finish.

 

mass edit - qual -4

 

Removing Qualifications for many users

 

After selecting Change qualifications for many employees, you will see this screen.

Select the action you would like to accomplish, here we will demonstrate removing qualifications from multiple users.

mass qual rm 1

 

Select the category you want to remove qualifications from for multiple users.

 

mass qual rm 2

 

Next, select the users we are removing qualifications for.

 

mass edit-remqual-1

 

Then select the category items we are removing qualifications from these users.

 

mass edit-remqual-2

 

Finally, confirm that the employees and respective category items you are removing qualifications for are in the list, and click Finish.

 

mass edit-remqual-3