Perform Bulk Actions on Observations

Applying bulk actions to multiple observations simultaneously saves valuable time and ensures consistent data entry across your project. You can efficiently modify details, or delete records for several items at once rather than editing each one individually.

• Required Permissions

• Additional Information: Select at least one observation from the list view to trigger the bulk action toolbar to appear.

1. Navigate to the project's Observations tool.

2. Mark the checkboxes on the left side of the list view table next to the observations you want to modify.

3. A bulk action toolbar will appear above the list view table. Select one of the following actions:

   • To Bulk Edit:

     • Click Edit.

     • In the Edit Values side panel, update fields such as Type, Trade, Assignee, or Due Date.

     • Click Apply.

   • To Bulk Delete:

     • Click Delete.

     • Click Delete in the confirmation window.

   • To Manage Distribution Lists in Bulk:

     • Click the Bulk Actions dropdown menu.

     • Select Add to Distribution List or Remove from Distribution List.

     • Search for and select the users you want to add or remove.

     • Click Apply.