FastTrack360 Version 12 Online Help

Job Order - Bulk Update

Owned by Fiona Sims
Last updated: 08 February 2023
3 min read

Description

For all Countries in this release we have introduced a Bulk Update feature for Job Orders. Currently where several jobs require a change, for example, a Client that has a family of several jobs for a role and the End Date needs to be changed, users need to edit each job to change the End Date. The Bulk Update Job Order process provides you with the ability to select all jobs requiring update, select the element(s) that need to be changed, and run the update.

With this feature the following items in a Job Orders can be bulk updated:

  • Start Date

  • End Date

  • Status & Status Reason

  • Job Owner

  • Job Creator

  • Filled By

  • Position Skill Group & Position

  • Client Position

Where the user has been granted Security Permission for this feature, the following steps are followed to bulk update job orders:

Step 1 - Select the jobs to be updated

In the Client / Contact / Cost Centre and Search Job Job Lists, a new Action is available for Bulk Actions. This action is editable where one or more items are selected from the list.

Where Bulk Actions is selected, the Bulk Action workflow opens in a new separate browser tab.

Step 2 - Select Update Values

From the list items, select the values that need to be updated on the Jobs.

When the values have been defined, click Next.

Step 3 - Confirmation

The Confirmation step allows you to review what has been selected for update before triggering the update process.

You can use the ‘Action’ menu in each row to remove any items that were accidentally added. If you are happy with the selected items, click Update to commence the update process.

Step 4 - Progress / Completion

The Progress / Completion screen provides real time feedback on the progress of the update. The system will handle a record then move to the next. If there is an issue, for example one Job’s Candidate does not have availability for the requested new End Date, the ‘Progress’ value displays 'Error’ and a Validation Message displays. The system will then move on to the next record.

Where the record has been successfully updated the ‘Progress’ value displays ‘Updated’. When all records have been processed, the browser tab can be closed.

Benefits

Saves time where more than one job order requires the same update(s).

Configuration

To use this feature the user requires permission to Maintenance > Role-Data Group > Bulk Actions - Update Job.

 

Classification-Public