Reclassify organisations in bulk
  • 05 Jul 2023
  • 1 minute to read

Reclassify organisations 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 organisations, follow these steps:

  1. Go to Quick-access menu > Organisations.
  2. Click Manage organisations.
  3. Click the name of the organisation framework containing the items you want to reclassify.
  4. Select Re-classify items from the Bulk actions dropdown list. 
  5. Scroll down to the Bulk re-classification section at the bottom of the Manage organisation types page.
  6. Select the Type you wish to reclassify from the dropdown box.
  7. On the Re-classifying page you can see the number of organisation items to be reclassified.
  8. Click Choose next to the Type you want to assign to the reclassified items.
  9. A warning message appears detailing the change. 
  10. 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.


© Copyright 2024 Totara Learning Solutions. All rights reserved.


Was this article helpful?

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.