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Assigning multiple Staff across multiple folders in MetriQ

Use the Block Assignment window to assign one or more Staff to a top-level folder and all its sub-folders. To open, select Tools > Block Assignment from the main menu, or right click a selected top level folder within the Folder View, and choose Block Assignment from the drop down menu (this feature is ONLY available to users with FULL privileges - see also Staff Administration).

Note: You can also do a Block Assignment for ALL folders. Simply right click anywhere in the Timing Folder tree view, BUT not on an existing folder. When the Block Assignment tool opens, it will update role settings for the selected staff ACROSS all folders. When Block Assignment is used for ALL folders, Archived, Completed and Template folders are excluded.

Note: Block Assignment will only assign staff to blue User Folders that are ongoing and not yellow structure folders, Archived, Complete or Template folders.

Options:

Role:
Select the role that is to be assigned.
Overwrite Existing Staff Roles: When selected, the Block Assignment tool will overwrite current role settings for staff. As an example, if Staff A is assigned Role A prior to opening the Block Assignment tool, then if Staff A is selected and Role B is also selected, then Staff A will become Role B when done. (this option is off by default).
Limited Privileged Staff ONLY: When checked, the Block Assignment tool will ONLY assign the selected role to the selected staff, if those staff have a Limited Privilege setting (see also Staff Administration tool and Staff Privileges). This is the default setting as Full Privileged staff are assigned automatically when they use a new User Folder (see also Folders) for the first time.
Staff:
Use the check box to select who will be assigned with this role.
Select All:
Select All Staff.
Clear All: Clear All selected Staff.
Time logging software Commit your changes, assigning the selected staff to the selected role. The window will close after each assignment.
time tracking software Close this window without saving your new assignments.
time catpure software This Help Page.

Note: MetriQ will assign the selected staff to the chosen Folder and all of its sub-folders. However, MetriQ will NOT assign staff to any parent folder to which the selected folder is a child. In other words, if you select a child folder to be updated, MetriQ will not update the parents to that folder.

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