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How to change Roles (Job Titles) & Responsible for obligations in bulk via Obligations module

This article contains information on how to change Roles (Job titles) & Responsible for multiple obligations at once via obligations tab using multi-select feature. This is very helpful for users and saves time.

Goal

After completing this, the roles and responsible will be modified for the selected obligations in bulk.

Note:

  • Users to have ability to access Obligations Module
  • Multi-select feature to be on for Obligations register

 

 

1. Begin by logging to the CMO Application

2. Navigate to Obligations Module

 

How to change Roles (Job Titles) & Responsible for obligations in bulk via Obligations module-1.png

 

3. Filter the Obligations (as required), for which the Role needs to be changed

For example, we are filtering obligations by Responsible Person here as our account.

How to change Roles (Job Titles) & Responsible for obligations in bulk via Obligations module-2.png

 

4. Click on the Multi-Select checkbox in header to select all obligations or you can manually select some obligations

5. Click on Change Role button in the bottom header

How to change Roles (Job Titles) & Responsible for obligations in bulk via Obligations module-3.png

 

6. A new Select Obligation Responsible window will appear up with the current Role settings displayed

 

How to change Roles (Job Titles) & Responsible for obligations in bulk via Obligations module-4.png

 

7. Obligations can be modified via Role or Job Title and hence an appropriate Role/ Job title can be selected from the available drop-down

 

How to change Roles (Job Titles) & Responsible for obligations in bulk via Obligations module-5.png

 

8. Here, obligations are assigned by Role, so please select the new Role to be assigned from the second drop-down.

 

How to change Roles (Job Titles) & Responsible for obligations in bulk via Obligations module-6.png

 

9. Multiple Roles can be assigned as well using button and will be displayed here. Click Ok to apply the changes

 

How to change Roles (Job Titles) & Responsible for obligations in bulk via Obligations module-7.png

 

10. A follow up screen will appear, to Select Obligation responsible for each selected obligation based on the new roles assigned. Select all the Obligation Responsibles from drop-down and click Ok

 

How to change Roles (Job Titles) & Responsible for obligations in bulk via Obligations module-8.png

 

11. Change Obligation's Responsible results will be displayed with 'Current Responsible' and 'New Responsible' columns > click Ok to save the changes made

 

How to change Roles (Job Titles) & Responsible for obligations in bulk via Obligations module-9.png

 

Obligations Responsible and Roles are modified accordingly to the new assigned user

How to change Roles (Job Titles) & Responsible for obligations in bulk via Obligations module-10.png

 

What's Next

This is how to change Roles (Job titles) & Responsible for multiple obligations at once via obligations tab using multi-select feature and what was not reference here was how to edit obligations.