Purpose Statement

The Bulk Actions: Modify Scheduled Inspections feature enables users to efficiently update multiple scheduled inspections at once. It reduces manual effort by allowing teams to reschedule, reassign, or standardize inspection settings across multiple records in a single action, improving operational efficiency and consistency.

Background Information

The Bulk Actions feature allows users to select multiple inspections and apply updates simultaneously, streamlining administrative workflows. It is especially useful for adjusting schedules due to staffing changes, holidays, or shifting operational needs. The tool supports mixed inspection types, users, and teams, giving flexibility when working across varied records. Users can access this functionality from both the Inspections List and My Inspections views, making it convenient for both administrators and field personnel.

Required Permissions

• Inspections: view
• Inspections: edit
• Inspections: bulk-actions (if applicable based on agency configuration)

Video

Step-by-Step Guide

1. Access the Inspections Module
   • Navigate to the Module Stack

   • Select either Inspections List or My Inspections

     
     
      

2. Select Inspections in Bulk
   • Use checkboxes to select multiple inspections or select all using the select all option

   • Selections can include different inspection types, users, or teams

     
     
      

3. Open Bulk Actions Menu
   • Click Bulk Actions

   • Select Modify Scheduled Inspections

     
     
      

4. Review Mixed Fields
   • Fields labeled as “Mixed” indicate multiple values across selected records

   • To update these fields, first delete the existing value

     
     
      

5. Update Inspection Type (Optional)
   • Remove the current value

   • Select a new inspection type from the dropdown

     
     
      

6. Modify Scheduled Date
   • Delete the existing date if marked as mixed

   • Use the calendar picker to assign a new date

     
     
      

7. Modify Scheduled Time
   • Delete the existing time if needed

   • Enter or select a new scheduled time

     
     
      

8. Adjust Assignment
   • Remove current assignment (user/team)

   • Reassign inspections to a specific user, team, or inspector schedule

     
     
      

9. Assign Additional Attributes (Optional)
   • Assign to Shift

   • Assign to Fire Station

     
     
      

10. Update Notes (Optional)

• Add or modify notes for all selected inspections

  
  
   

11. Save Changes

• Click Save to apply updates to all selected inspections

  

Best Practices

• Review selections carefully before applying bulk changes
• Avoid mixing recurring schedules unless intentionally standardizing them
• Use consistent assignment strategies (user vs. team vs. inspector schedule)
• Double-check date and time updates to prevent scheduling conflicts

Troubleshooting & FAQs

Q: Why can’t I edit certain fields?

• Fields marked as “Mixed” must be cleared before assigning a new value

Q: Will this overwrite all selected inspections?

• Yes, all changes will apply to every selected inspection

Q: Can I undo bulk changes?

• No direct undo feature exists; changes must be manually reverted

Q: Why don’t I see Bulk Actions?

• Ensure you have the required permissions and multiple inspections selected