Bulk Updating Factors
Bulk Updating Factors
The Bulk Update feature allows users to update multiple Factors within a category at the same time. Bulk Updates can be used to apply a Status, Follow Up Flag, and/or Comment to one or more selected Factors.
Select Factor for Bulk Update
- Navigate to the desired assessment category
- Select the checkbox beside each factor to be updated
- Once one or more Factors have been selected, the Bulk Update button will appear
Note: The checkbox at the top of the table can be used to select or clear all Factors selected within the category.
Apply a Bulk Update
- Select Bulk Update
- Enter the desired updates:
- Status
- Follow Up Flag (Flag or Unflag)
- Comments
- Click Save
Note: Comments entered during a Bulk Update are appended to existing comments. Status and Follow Up Flag Selections replace the current values on all selected Factors.
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