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
Location List: General Navigation
Purpose Statement The Location List within the Assets module provides comprehensive navigation and management tools for all department locations and stations. Background Information Location management is fundamental to effective Fire/EMS asset ...Inspections List - Bulk Action: Modify Scheduled Inspections
Purpose Statement The bulk modification feature allows users to efficiently update multiple scheduled inspections simultaneously from the Inspections List page. This functionality streamlines the process of making changes to inspection schedules, ...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 ...Inspections List - Bulk Action: Sending Inspection Reminder
Purpose Statement The Inspection Reminder bulk action allows users to efficiently send email notifications to property contacts for scheduled inspections directly from the Inspections List or My Inspections pages. This feature streamlines ...Navigating the Inspections List
Purpose Statement The Inspections List provides a comprehensive interface for fire department personnel to view, filter, and manage all inspections within their jurisdiction. This feature enables efficient organization of inspection data, bulk ...