How to Use Bulk Operation

Use bulk operation to assign a task to a large portion of your portfolio

SnapInspect avatar
Written by SnapInspect
Updated over a week ago

Bulk operation is a productivity feature that allows you to assign a specific task to a group of assets. 

To begin, locate the assets tab on the web-app.
Next, Click the yellow 'Bulk Operation' button located on the right-hand side of the screen. This will prompt a pop-up window which gives you access to bulk operation.  

Bulk operation works by the user selecting assets the wish to perform a large scale bulk operation on. . 

You can search by:

Keywords - Searches by the keywords that appear in the title of the inspection 

Manager -  Search assets managed by a specific manager 

Status - Search by status E.g. Under renovation, Maintenance, Annual inspection 

Group - Search through your assets by group

Once you have selected which assets you wish to perform the bulk operation on , Click on the drop down menu at the bottom titled 'Please select bulk action' 

Here you will see the following options: 

Bulk Create Schedule - Create Schedule allows users to schedule an inspection against an asset. Simply select who you wish to assign the inspection to, the inspection type, the time and date, and any additional info about the inspection. 

Bulk Request Inspection - Request Inspection allows users to request an inspection from their tenants whenever you require an inspection to be completed. E.g. move in/entry, move out/exit, routine, maintenance or any other inspection type you need to perform depending on your industry 

Bulk Update Status - Inspection status is a rating system for your assets. Specifically designed so that users can quickly identify the current status of each asset. E.g Needs cleaning, Building Move-in, Building Clean, Unit Move-in. Status' are also color coded to make it even easier to identify the status of each asset

Bulk Remove Asset - This bulk action will permanently delete all assets selected 

Bulk Update Asset Group - Asset groups allow multiple users to access a particular asset. This means you can assign different users to the same asset with asset groups. This becomes particularly useful when you are conducting a range of different inspections on a building. E.g., one manager might be taking care of routine inspections, another doing maintenance and then a third doing move-out inspections. With asset permission group's you can do this and assign as many users as you would like to each property in your portfolio. 

Bulk Remove Schedule - This bulk action will permanently delete all scheduled inspections assigned to each selected asset. 

Bulk Remove Contacts - This bulk action will permanently delete all contacts assigned to each selected asset. 

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