Replicate Employee's Category Links

Many employees in a department may need access to the same categories of work. To simplify the process of assigning multiple categories to a single employee, you can use the "Replicate Employee's Category Links" option.

  1. Right click in the Categories grid and select "Replicate Employee's Category Links". A window similar to the following will appear:

    Employee Links

    Note: This dialog lists all employees in the Work Flow Setup module.

  2. Highlight an employee record in the list and click Select.
  3. All categories associated with the selected employee will now also be associated with the current Employee record.

    Note: You can repeat this process if an employee shares category assignments with more than one other work employee. You can then add or delete individual categories as needed by using the additional right click options in the grid.

See Also

Categories

Category Level Security