Equipment List: Bulk Operations

Equipment List: Bulk Operations

Purpose

The purpose of this article is to demonstrate the bulk operations available in the Equipment List.

Video


Instruction

Alert
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.


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.


Find the Equipment you need to update 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.


Click on the Actions button and select Update.



4. The Mass Update modal will appear.


The Mass Update modal will appear.



5. Begin typing the name of the field(s) to be updated.

Notes
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
Idea
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.
Begin typing the name of the field(s) to be updated.




6. Click on Continue


Click on Continue



7. The Mass Update modal will now display the field(s) that were chosen to edit.


The Mass Update modal will now display the fields that were chosen to edit.



8. Update the field(s) to the desired value.


Update the field(s) to the desired value.



9. Click on Save


Click on Save



The following shows that the items were updated.


The following shows that the items were updated.
Alert
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.  


Alert
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.





Warning
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
Warning
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

    • Apparatus List: Deleting Apparatus

      Purpose Statement This feature enables Fire/EMS personnel to permanently delete apparatus records from the First Due system when apparatus are no longer needed in the system and complete data removal is required. Background Information Deleting an ...

    • Apparatus List: Deleting Apparatus

      Purpose Statement This feature enables Fire/EMS personnel to permanently delete apparatus records from the First Due system when apparatus are no longer needed in the system and complete data removal is required. Background Information Deleting an ...

    • Apparatus List: Archiving Apparatus

      Purpose Statement This feature enables Fire/EMS personnel to permanently archive apparatus records that are no longer in active service while preserving historical information for reference, compliance, and reporting purposes. By archiving apparatus ...

    • Apparatus List: Archiving Apparatus

      Purpose Statement This feature enables Fire/EMS personnel to permanently archive apparatus records that are no longer in active service while preserving historical information for reference, compliance, and reporting purposes. By archiving apparatus ...

    • Equipment List: Editing Equipment Items

      Purpose Statement This feature enables Fire/EMS personnel to update and maintain accurate equipment information within the First Due system, ensuring that equipment specifications, operational data, and administrative details remain current for ...