Bulk Change

Bulk Change

Purpose

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

Video 


Directions

1. Click on Scheduling > Shift Board.
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2. Click on More Options> Bulk Change.
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3. Select the users that you want to switch to different assignments on the Shift Board.
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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.
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5. Next, drag the users to their new assignments and click Proceed.
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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. 
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The system will process the movements and users will be where you placed them.

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