Reclassify organisation types in bulk
  • 05 Jul 2023
  • 1 minute to read

Reclassify organisation types in bulk


Article Summary

Bulk reclassification allows you to reclassify all organisation items assigned to a particular organisation type to another organisation type.

To bulk reclassify organisation types, follow these steps:

  1. Go to Quick-access menu > Organisations.
  2. Click Manage types.
  3. Scroll down to the Bulk re-classification section at the bottom of the Manage types page.
  4. Select the type you wish to reclassify from the dropdown box. This action reclassifies all organisation items that currently have this type assigned to them.
  5. On the Reclassifying page you can see the number of organisation types to be reclassified.
  6. Click Choose next to the Type you wish to have reclassified.
  7. A warning message appears detailing the change. 
  8. Click Re-classify items.

The items have now been reclassified.

C006 - Hierarchies and job assignments(1)The Totara Academy has a whole course dedicated to using Positions, organisations and job assignments in Totara. Here you can learn more on how to use hierarchies and job assignments, see best practice, and give it a go yourself.


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