In this Help Doc

Creating a New Hat

Click Settings
Expand your Organization
Expand Org chart
Click on Hats
Click on New Hat
Enter a Name for the new hat
Hat Display Name is optional - If left blank, it will use the Hat Name.
Purpose - purpose of the post, e.g. Increase Organization Income.
Function - main functions of the post, e.g. Follow up leads, provide correct product or service.
Results - The results produced or expected of the post. e.g. a Sales person's results could be "Closed deals."
You can assign a specific Knowledge item for this Hat. For example, you can assign a Knowledge item related to Marketing which contains all duties for this Hat.
Toggle In Charge / Not In Charge
Toggle Assistant / Not an Assistant
Assign the desired Graph Permissions
Add Attachments to the hat (such as a checklist)
Click Create Hat

Click Settings
Expand your Organization
Expand Org chart
Click on Hats
Click Edit on the desired hat
Enter a Name for the hat
Hat Display Name is optional - If left blank, it will use the Hat Name.
Purpose - purpose of the post, e.g. Increase Organization Income.
Function - main functions of the post, e.g. Follow up leads, provide correct product or service.
Results - The results produced or expected of the post. e.g. a Sales person's results could be "Closed deals."
You can assign a specific Knowledge item for this Hat. For example, you can assign a Knowledge item related to Quality Check which contains all duties for this Hat.
Toggle In Charge / Not In Charge
Toggle Assistant / Not an Assistant
Assign the desired Graph Permissions
Add Attachments to the hat (such as a checklist)
Click Update Hat

Click Settings
Expand your Organization
Expand Org chart
Click on Hats
Click on Merge Hats
MetaPulse will automatically check duplicate hats. You can check or uncheck hats as desired.
Click Merge Selected
Enter a Name for the hat
This greyed out text field is pre-filled with the Hat Name of the two selected hats. the same applies for any other greyed out field.
Hat Display Name is optional - If left blank, it will use the Hat Name.
Purpose - purpose of the post, e.g. Increase Organization Income.
Function - main functions of the post, e.g. Follow up leads, provide correct product or service.
Results - The results produced or expected of the post. e.g. a Sales person's results could be "Closed deals."
You can assign a specific Knowledge item for this Hat. For example, you can assign a Knowledge item related to Sales which contains all duties for this Hat.
Assign the desired Graph Permissions
Add Attachments to the hat (such as a checklist)
Toggle In Charge / Not In Charge
Toggle Assistant / Not an Assistant
Click Merge Hats