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. 

Video Overview

Use the Multiple Edit Feature

To use the Multiple Edit feature:

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.
   
6. Click Save.

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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