Modifying qualifications for many users
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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.
First, navigate to the Users records page.
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.
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.
Next, select the category you would like to add many users to. This can be Departments, Areas, Tasks, etc.
Then, select the users you would like to qualify for this selection.
Select the category items (in this example, Departments) you want to qualify the selected users for.
You can also edit the rank (for auto-scheduling purposes) for the selected users in these category items.
Finally, confirm that the employees and category items are in the list and click Finish.
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.
Select the category you want to remove qualifications from for multiple users.
Next, select the users we are removing qualifications for.
Then select the category items we are removing qualifications from these users.
Finally, confirm that the employees and respective category items you are removing qualifications for are in the list, and click Finish.