It is possible to REASSIGN the same skill multiple times, all the while keeping a record of each assignment in the client's account. This is useful when tracking a participant's progress over time, as well as the frequency of his/her assessments. Furthermore, when you reassign a skill, the date changes on the new assignment.
There are 2 ways that you can reassign a skill:
1. REASSIGN BY INDIVIDUAL
Search for the desired person under CLIENTS > PEOPLE
- Click the sub-tab SKILLS.
- Click on in order to reassign the skills
2. MASS ASSIGN
SKILLS > MASS ASSIGN
1. FIND YOUR CLIENTS
You can search for your clients either by membership or activity:
First choose the program and then the desired activity, in order to obtain the list of clients registered.
2. SELECT SKILL TO REASSIGNED
First choose the Skill Type and then check the Skill to be reassigned. You can only reassign one Skill at a time.
Only the Skills that are active under SKILLS > CONSULTATION will appear at this step.
3. SELECT PERSONS
Based on the choice made in step 1, your clients will appear here. You can check the Name box, to select all the persons on this page. Otherwise, you select a client by checking the box next to their name.
If you get more than one page of persons, only the persons on the visible page will be selected.
You will have to proceed one page at a time for the reassignment.
At the bottom, click to massively reassign the selected Skill to the selected persons.