What are Bulk Actions and how do I perform them?
Bulk actions allow you to quickly update multiple Visis at once making Visi management a breeze!
Hitting the checkbox in the top left hand corner will select all Visis on the page, whereas clicking each individual checkbox will allow you to select the ones you need to update.
Once selected, pick from the options in the action bar that appears at the bottom of the screen.
Combining this function with the filters allows you to quickly update the Visis you're looking for!
Toolbar Actions
Clicking the Edit, Export or More button on the toolbar to bring up the options we have for bulk Visi management.
Edit Actions
Assignee
Update the assignee to another member or to a company. Assign to company is handy if someone leaves the business or another contractor is taking over for a certain set of works.
Reviewer
Add or update the reviewer to a member or to a company.
Assign to a Member: If a reviewer is assigned as an individual member, they are solely responsible for approving the Visi during the review process. Only they can close it out.
Assign to a Company: When assigned to a company, any member of that company can approve and close the Visi, offering flexibility in team workflows.
You can also configure multi-step reviews to establish sequential approval steps across multiple Visis at once.
Location
If you have created a large number on inspections in the wrong location, select them all at once and get the location updated swiftly.
Due Date
Add or update the same due date across multiple Visis allowing you track Visis that are due soon or overdue.
Viewers
Add viewers across multiple Visis to quickly give view-only access to the selected companies.
Milestones What are milestones?
Add or replace milestones across multiple Visis to retrospectively link your Visis to milestone to start tracker QA progress vs Milestone progress.
Export Actions
Export to PDF
Export Visis into a PDF to share Visi data with external parties. All of the selected Visis will be sent to your email for download.
Export to CSV
Communicate project status with external parties by simply exporting to CSV to download a data table detailing the status of Visis in your project, complete with vital metadata such as location, assignee, due date, and more.
More Actions
Archive
If you're wanting to remove Visis as they are part of an old revision or are no longer required, use this feature to quickly clean up your project with ease. Refer to our How to archive Visis article for more details.
Always double check to make sure you have the right Visis selected!