The Convert Assignments to Templates feature automatically turns a person’s assignments into a template and assigns that template to that person in a single conversion run for multiple people. This feature is available as a selection in the menu box with the gear icon in People > Assignments, and used to replicate and batch process the Save as template feature in the person > Assignment tab where only one template can be saved at a time.
When institution focus is turned on assignments for personnel in the focused institution are converted. Moreover, this feature is only accessible when an institution is in focus, and not available when <none> is in focus.
Formula ID of type Assignments are available as of application version 7.1 to support the naming of the templates converted.
The authority permission Manage Assignment Templates must be granted to see Assignment Templates and features within.