Equipment List: Bulk Operations
Purpose
The purpose of this article is to demonstrate the bulk operations available in the Equipment List.
Video
Instruction
This article contains instruction for all available bulk operations in the Equipment List. Steps 1 and 2 below under Bulk Update apply to each operation and are also referenced for each one.
BULK UPDATE
1. Click on Equipment List in the Assets Module.
2. Find the Equipment that needs to be updated and click the box to the left of each item, or all items can be selected by clicking the box next to Equipment Group.
3. Click on the Actions button and select Update.
4. The Mass Update modal will appear.
5. Begin typing the name of the field(s) to be updated.
The following fields are available to update in a bulk operation:
- In Service
- Make
- Model
- Purchase Price
- Funding Source
- Next Service Test Date
- Last Service Test Date
- Next Hydro Static Test Date
- Last Hydro Static Test Date
- Initial In -Service Date
- End of Service Life Date
Once two characters have been input, the field name will display. All fields available to update in a bulk operation are listed in "Fields to Edit" depicted below.
6. Click on Continue
7. The Mass Update modal will now display the field(s) that were chosen to edit.
8. Update the field(s) to the desired value.
9. Click on Save
The following shows that the items were updated.
This is a custom view created to rearrange columns for the purpose to show the updated fields in this article.
BULK ASSIGN
10. After repeating Steps 1 and 2 listed under BULK UPDATE above, Select Actions, then Assign Equipment.
11. Select User, Compartment, Storage or Pouch under "Assign to" then choose your desired user or location from the available choices in the drop down.
You will need to select the items again in this modal. You can select all by selecting the checkbox next to "Equipment" at the top.
12. Select Save
BULK ARCHIVE
13. After repeating Steps 1 and 2 listed under BULK UPDATE above, Select Actions, then Archive Equipment.
READ the notice in the modal BEFORE selecting Confirm
Archiving equipment CANNOT be undone. It will no longer be available for use in the system but, it's historical information will still remain for reporting purposes
BULK DELETE
Deleting Equipment permanently removes that item AND ALL historical data from the account.
14. After repeating Steps 1 and 2 in BULK UPDATE above, Select Actions, then select the red trashcan to the left of the Actions button
15. Select Confirm.
Related Articles
Equipment List: Deleting Equipment
Purpose The purpose of this article is to inform users how to delete an existing equipment in the First Due system. Equipment can be deleted individually or multiple apparatus can be deleted simultaneously using First Due's Bulk Delete feature. Note: ...Equipment List: Editing Equipment
Purpose The purpose of this article is to inform users how to edit an existing equipment item in the First Due system. Video Directions 1. Click on Assets. 2. Click on Equipment List. 3. Locate the equipment item that is to be edited. 4. Click the ...Inspection List: Bulk Operations
Purpose: To demonstrate the bulk print and bulk delete functionality of the Inspection List. Video Directions 1. Click on the expand icon to view all list filters. 2. Filter the inspection list as desired. 3. Click on the column header check, or ...Equipment List: Import Wizard
Purpose The purpose of this article is to inform users how to bulk import equipment into the First Due System using First Due's Bulk Import Wizard. The Template CSV file is attached to the bottom of this article. Info: The Bulk Import Wizard allows ...Equipment: Completing a Bulk Equipment Check
Purpose The purpose of this article is to inform users how to perform an equipment check on multiple pieces of equipment simultaneously utilizing First Due's bulk checklist feature. Idea: The bulk checklist feature is useful for recording results for ...