If you need to make the same update to multiple entities of the same type in QUOODA® then the batch update tool will help you achieve that.
This feature is available on property, risk and task entities. You will not be able to update every field in batch, a selection of fields will be available on each entity type.
Step 1. Go to the module for the entity type you would like to batch update
We are going to demonstrate this with a task but the batch update button is also available on properties and all risks. You can get to these areas via the following steps:
- Tasks are available via the top toolbar, the calendar icon with a tick inside it.
- Properties are available via Assets on the left-hand toolbar
- All risks are available via Risks in the left-hand toolbar
Step 2. Find the entities you want to batch update
You can search and filter the data table to find the specific entities you want to update. In this example, I am looking for tasks that have a ‘Tasks Status’ of not started and a ‘Related entity description column’ that contains AR28 which is a specific property.
Step 3. Click the ‘Batch Update’ button
Step 4. Select the fields you would like to change
There will be a selection of fields that you can update in batch and these will vary depending on the entity type you are updating.
In this example, I am going to amend the due date and the person assigned to it. This is done from the detail tab on the task.
Step 5. Select the entities to apply the update to from your pre-filtered list
Scroll down the screen to the table of tasks. This will still be filtered by any options you added in Step 2. There will be an additional column on the left of the table allowing you to select tasks. If you would like to select all of the tasks on that page then you can use the option in the column header.
Select the tasks you would like to apply these updates to.
Step 6. Apply the changes
Now that you have added the details you wish to change and selected the entities to apply them to you can click ‘Save and Close’ to apply the changes. This button is located at the bottom of the selection of fields you can update, above the table.
You will see a confirmation message which shows you how many records you are about to apply the change to.
- Click ‘OK’ if you are happy to make the change
- Click ‘Cancel’ to go back and make changes
Your updates will now be saved to each of the selected entities and a save successful banner will show at the top of the screen. If there are any problems, you will see an error instead. Please contact support or the Super Users within your organisation if you need any assistance.