Multiple Edit and Multiple Print - General Help

If you need to edit certain fields for multiple records, you can do so all at one time by using the Multiple Edit feature. This feature is available in several modules, including Work Order and Service Request.

Multiple Edit is highly recommended for users who need to edit several records at once, such as Planners who bulk-assign work. Though Multiple Edit is available in both list and grid view, it is also commonly used by Supervisors in conjunction with grid view in particular for scenarios such as reviewing and re-assigning work orders in bulk if required fields have not been filled out. For more on grid view, see Grid View - General Help.

Video Overview

Use the Multiple Edit Feature

The Multiple Edit feature is accessible from both list and grid view using the steps below.

1. Navigate to the module for which you would like to edit multiple items.
   
2. Select the checkboxes next to the records you would like to edit.
   
1. You can also select the top checkbox to select all records.
   
3. Click the Action drop-down menu in the top right corner.
   
4. Click Multiple Edit.
   
5. Fill out the fields as needed. The pop-up window will display the number of records you have selected in the bottom left-hand corner. Verify that the number is correct before moving forward.
   
6. Click Save.
   

Example Multiple Edit Pop-Up (Work Order)

Note: If you fill in a field, the information will replace the previous information in that field on the selected work orders. If you leave a field blank, the existing information for that field will remain for the selected work orders.

Use Multiple Print

Multiple Print is another feature available in certain modules that functions similarly to the Multiple Edit feature. To use Multiple Print:

1. Navigate to the module for which you would like to print multiple items.
   
2. 
   Use the checkboxes in list view to select the records you would like to print.
   
3. Two buttons will appear in the top right: Multiple Edit and Multiple Print. Click Multiple Print.
   
4. A PDF of the selected record(s) will download to your computer. Open it and click the Print icon to print the form.

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