Bulk Action tools can be used to save time when making assignment changes. In particular, these tools can be used to add or remove eligible personnel to assignments and to add or remove assignments to assignment groups.
To do so, first navigate to Administration>Setup and then click on the Assignments tab. Then, click on Go to List View in the top right corner. Lastly, select at least one assignment to update by clicking the corresponding checkbox next to it.
In the Take Action dropdown, select Add eligible personnel or Remove eligible personnel, which will result in a new window to do either.
In the left box, click on each personnel to either add or remove eligibility. Using the arrows, move the selected personnel to the right box.
Once done, click Save Changes.
The above process can also be used to add or remove assignments to or from assignment groups.
Notes on modifying personnel eligibility:
- If Add eligible personnel is selected, the left box will show all personnel belonging to the current department. If one of the selected assignments is already eligible to be worked by a personnel, the personnel will not be added again for that assignment.
- If Remove eligible personnel is selected, the left box will show all personnel that are eligible to work that assignment. If one of the selected assignments is already eligible to be worked by a personnel, no action will be taken for that assignment.