Bulk Move Work Tickets

Bulk Move Work Tickets Guide

Multi-Select Overview 

• You now can select multiple work ticket tiles on the Schedule Board using CTRL + Select.
  
• You must press CTRL before selecting any Work Tickets to enter multi-select mode. 
• After selecting a ticket in multi-select mode, a Bulk Move button will appear, displaying a running total of selected tickets.
  
• The order of ticket selection will be the order in which they are placed upon moving.
  
• This guide will provide instructions on using the multi-select and Bulk Move operations in weekly and monthly views of the schedule board.

Click CTRL+Select to Multi-Select Work Tickets

1.  Hold CTRL on your keyboard to enter multi-select mode. 
2. Begin selecting a tile. 
3. The Bulk Move button will appear. 
4. The green border around the tile indicates they are selected and the Bulk Move button displays the running count of the selected tile.

Keep in Mind 

• Work Tickets must be on the Schedule Board; you cannot multi-select from the Work Ticket Drawer. 

How to Bulk Move in the Weekly View 

1. After multi-selecting, if you wish to select a tile in other weeks, release the CTRL button and use the arrow buttons to advance weeks.
2.  Press the CTRL button again and select the tile as desired. 
3. The placard count will increase to account for the selected tile.  
4. After selecting all tiles, click the Bulk Move button to open the Bulk Move modal. 
5. The Routes field auto-populates routes assigned to the displayed route manager. Any New Visit Date can be selected. 

• After selections are made in the Routes and New Visit Date required fields, the Save button will be enabled.
• The schedule board will refresh on the selected date. The tiles are added to the selected route and date in the order they were originally selected. 

Bulk Move: Monthly View 

1. If you wish to select a tile in other months as you are multi-selecting, release the CTRL button and use the arrow buttons to advance weeks.
2.  Press the CTRL button again and select the tile as desired. 
3. The placard count increases. 
4. After selecting all tiles, click the Bulk Move button to open the bulk move modal. 
5. The date field is required to enable Save; any date can be selected. 

• The schedule board will refresh on the selected date. The tiles are added to the selected date in the order they were originally selected and with their original route assignments.  

Frequently Asked Questions 

• Why did the tile suddenly un-select?
  • If you click anywhere outside of the calendar (green box below), even while holding CTRL, you will un-select all prior selections.

•  I selected a placard in error, how do I un-select without having to start over?
  • While continuing to hold CTRL, select the placard again and it will un-select that placard only.
• Will multi-select work with a macOS keyboard?
  • Yes; hold CTRL + right-click to multi-select tile. 
• Will this work on a mobile device or tablet? 
  • No, multi-select and bulk move functions are not supported on a mobile device.