- 05 Jul 2023
- 1 minute to read
Reclassify organisations in bulk
- Updated on 05 Jul 2023
- 1 minute to read
Bulk reclassification allows you to reclassify all organisation items assigned to a particular organisation type to another organisation type.
To bulk reclassify organisations, follow these steps:
- Go to Quick-access menu > Organisations.
- Click Manage organisations.
- Click the name of the organisation framework containing the items you want to reclassify.
- Select Re-classify items from the Bulk actions dropdown list.
- Scroll down to the Bulk re-classification section at the bottom of the Manage organisation types page.
- Select the Type you wish to reclassify from the dropdown box.
- On the Re-classifying page you can see the number of organisation items to be reclassified.
- Click Choose next to the Type you want to assign to the reclassified items.
- A warning message appears detailing the change.
- Click Re-classify items.
The items have now been reclassified.
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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