Bulk Change

Bulk Change

Purpose

  1. To explain the Bulk Change feature on the Shift Board.


Video 



Directions

1. Click on Scheduling > Shift Board.





2. Click on More Options> Bulk Change.





3. Select the users that you want to switch to different assignments on the Shift Board.


Select the users that you want to switch to different assignments on the Shift Board.



4. The users will turn blue. Next, determine: 
  • Change Scope:
    • Only the Select Date (only makes changes for today)
    • Recurring (Makes the changes from this day forward)
  • Change the Work type if needed. 
Click Select when done.





5. Next, drag the users to their new assignments and click Proceed.


Next, drag the users to their new assignments and click Proceed.



6. The system will process the movements and users will be where you placed them. 


The system will process the movements and users will be where you placed them.

    • Related Articles

    • 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 ...
    • 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 ...
    • Inventory: Bulk Importing Inventory

      Purpose To provide instructions for importing multiple items of inventory using the inventory import template. The Sample CSV template is attached to the bottom of this article. The MOST recent CSV Spreadsheet is always available for download from ...
    • Bulk Updating User Roles

      Purpose To explain how to bulk update user roles. Roles are a group of permissions granted to individuals. In the case that you need to change the roles for individuals, you can utilize the Bulk update option. Video Directions 1. Click on Admin> ...
    • Apparatus: Bulk Archiving Apparatus

      Purpose The purpose of this article is to instruct users on how to permanently archive multiple pieces of apparatus simultaneously in the First Due System. Archiving an apparatus will permanently remove all functionality of the apparatus in the First ...