There may be situations that you will need to do a bulk update of Assignment details, this could be a bulk update of assignment status for example.

Multiple Assignments can be selected, and updated in bulk. The procedure below describes how to update multiple assignments in bulk.

Bulk Update of Assignments

1. From the Home menu, select Home > Operations > Resource Assignment.

   1. Click the Home Menu to expand it:

      

   2. Click the Operations menu option to expand it:

      

   3. Click Resource Assignment to open the Resource Assignment screen:

      

2. Expand the Resource Assignment Filters by clicking the - Select the required filters to narrow the results of the resources already assigned.
   If you want to keep the changes, click OK.

   

3. A list of existing Resource Assignments results will be returned, selection can be made by checking the Resource Assignment lines and clicking, Bulk Update.

   

4. On the Update Assignment check the required fields that are to be updated.

   NOTE: Fields that can be updated are Assignment Status, Assignment Dates, Assignment Notes, checking the box next to the field will enable entry into the fields and allow updates to be made.

   The most common amendment will be updating the Assignment Status, or adding Assignment Notes.

   In this example we have selected the Assignment Status check-box, we will update the status of these assignments to a Confirmed Assignment Status. The Assignment Dates and Assignment Notes will remain greyed out as we have not selected to update these fields.

   

5. Check the completed screen.

6. Click Save to keep the changes.

   

7. Click Exit to discard any changes.

   

8. If save was selected a summary of the number of successful operations updated will show, click OK.

   

9. The Resource Assignment screen will re-open.

   In our example the Status of the assignments has been updated to KK.

   

10. Continue updating Resource Assignments by clearing and re-entering filter requirements from procedure 3. Or if Bulk Update of Resource Assignments is no longer required. Exit the module.

All Assignments Within - A date or range of dates can be entered to filter for a specific date or range of dates.

NOTE: Assignment Category - This field is enabled if organisations are using multiple assignement categories to assign their services to more than one assignment.

Name - The name given to the assignment, results can locate specific assignments by name.

Assignment Status - Specific assignment status can be selected from a pre-defined list of status providing results for specific statuses.

Allocated Vehicles, Drivers and Guides - Drop down selection of available resources can be selected here, and any pre-selected resources will display, results can be filtered by Vehicle, Driver and or Guide.

Booking Name - Individual clients can be found by using the booking name filter.

Branch/Department - Bookings with specific booking branch or booking department can be found when filtering by Branch or Department.

Agent - Users can filter assignments by agents attached to bookings.

Assignment Status- The selections available here have been pre-defined in Code Setup, this field shows the statuses of the assignment.

Start Date/End Date - The dates defined here will change the start date or end date of the assignments selected.

Assignment Notes - Note text can be entered and updated in bulk across multiple assignments.