Bulk actions within certificates
When multiple certificate line items are selected, it is possible to use bulk actions, reducing repetitive manual work and time spent updating each individual line. These are the options:
- Deselect all: deselects all checkboxes.
- Add inspection: adds the same inspection information to multiple line items. Learn more about this here.
- Assign supplier: in case the same supplier needs access to different items, assigning them in bulk could be faster. Read this article to learn more.
- Duplicate: this action duplicates the line items selected.
- Mark as required: this option will allow you to mark all selected items as legally required.
- Assign responsibility: the responsible party can also be assigned in bulk. Learn more here.
- Set reminders: set up reminders and reminders schedules for the items selected.
- Assign units: designate one or more units to certificates. Read this article to learn more.
- Delete: the selected certificates can be deleted in bulk. Learn more here.