Purpose Statement
This article explains how to use Bulk Actions within the Med Kit List to update multiple Med Kits at once. Bulk Actions allow administrators and authorized users to efficiently assign locations, update kit status, or delete multiple kits simultaneously, reducing manual work and improving operational efficiency.
Background Information
Managing multiple Med Kits individually can be time-consuming, especially for departments operating across multiple stations, apparatus, or response units. The Bulk Actions feature allows users to perform common management tasks on multiple kits simultaneously.
Common bulk tasks include:
Assigning kits to a new location
Updating the service status of multiple kits
Archiving outdated kits
Deleting kits that are no longer needed
This feature helps streamline inventory management and ensures kits remain properly tracked and organized.
Required Permissions
Users must have appropriate permissions within the Medications module to perform bulk actions.
Typical permissions may include:
Medications Module Access
Med Kit Management (Edit/Delete)
Med Kit Status Management
Administrative or Supervisor-level access
Permission availability may vary depending on department configuration.
Video
Step-by-Step Guide
1. Navigate to the Med Kit List
Navigate to the Medications module.
Select Med Kit List.
2. Select Med Kits
Use the checkboxes to select one or more Med Kits.
Once selected, the Bulk Actions dropdown becomes available.
From the Bulk Actions dropdown, select one of the following:
Assign To
Change Status
3. Assign Kits to a New Location
Select Assign To from the Bulk Actions menu.
A list of all selected kits will appear, along with their current location.
Use the Location dropdown to choose the new location for the kits.
4. Review Selected Kits
Before saving, review the selected kits.
Deselect any kits that should not be moved.
Select Save to update the kit locations.
5. Change Kit Status
Select Change Status from the Bulk Actions dropdown.
Choose one of the available status options:
In Service
Out of Service
Archived
6. Set Kits to In Service
Select In Service.
No additional information is required.
Select Save.
7. Set Kits to Out of Service
Select Out of Service.
Choose a Reason from the dropdown menu.
8. Add Out of Service Comments
Enter comments explaining the reason the kit is out of service.
Comments are required and cannot be empty before saving.
Select Save to apply the update.
9. Archive Kits
Select Archived as the status.
Verify that the correct kits are selected.
Archiving kits is permanent and cannot be reversed.
Select Save.
10. Confirmation Message
After updating the status, a confirmation message will appear indicating the selected kits have been successfully updated.
11. Bulk Delete Kits
Select one or more kits using the checkboxes.
Select the Trashcan icon to delete the selected kits.
12. Confirm Deletion
A warning modal will appear before deletion is completed.
Confirm the action to permanently delete the kits.
Deletion cannot be reversed.
Best Practices
Double-check selected kits before performing bulk updates.
Use Assign To when relocating kits between stations, vehicles, or departments.
Add clear comments when marking kits Out of Service for better tracking.
Archive kits instead of deleting them when historical tracking may be needed.
Use filters or views to narrow the list before selecting kits for bulk actions.
Troubleshooting & FAQs
Why can’t I access Bulk Actions?
Bulk Actions only become available after one or more kits are selected using the checkboxes.
Why am I required to enter a reason when selecting Out of Service?
Reasons and comments help maintain accurate operational records and accountability for kit availability.
What happens when a kit is archived?
Archived kits are removed from active use but remain in the system for historical reference.
Can deleted kits be recovered?
No. Deleting kits is permanent and cannot be undone.