Reassign an existing skill

This function is used to assign for a 2nd, 3rd, 4th, etc. Skill and thus have a follow-up of the skills of a participant.

It is possible to REASSIGN the same skill several times to a participant. It then becomes easier to track the progress of a participant as well as know how often the participant has been assessed.

When you assign it again, the grant date changes for the day of the assignment.

1. INDIVIDUAL ATTRIBUTION

Search the person under CLIENTS > PEOPLE

  • Click the sub-tab SKILLS.
  • Click on  in order to reassign the skills

 

MASS ASSIGN

SKILLS > MASS ASSIGN

1. FIND YOUR CLIENTS

You can get the list of your participants to which reassign skills by searching by:

Memberships

Select in the list a membership that already has members, in order to get it's list.

Activities

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

You will get at this step the list of your participants, according to the choice selected at step 1.

You can check the Name box, to select all the persons on this page.

You will be able to deselect certain people one at a time. You can also do this manually by checking only the desired people one at a time.

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.

 

4. REASSIGN

At the bottom, click  to massively reassign the selected Skill to the selected persons.

You can first check the Send a notification e-mail to the selected persons, if desired.

  

NOTE:

In both cases of attribution, the Skill will be visible under this tab, both for the administrators and for the participant, in his Amilia account.

 

 

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