How to Perform Bulk Actions or Adjust Settings for Multiple Records or Folders in Papertrail
Managing multiple records or folders efficiently is crucial for maintaining an organized system. Papertrail provides tools to perform bulk actions and adjust settings for multiple items simultaneously. This guide explains how to use these features effectively.
Overview of Bulk Actions
Bulk actions allow you to select multiple records or folders and apply changes to all selected items at once. This can include actions like archiving, retiring, or editing inspection settings. These features save time and ensure consistency across your records.
Steps for Selecting and Acting on Multiple Records
Apply Filters to Narrow Down Records: Use the available filters to display only the records you want to act on. For example, you can filter by status or category.
Switch to Record View: Navigate to the Record view to see the filtered list of records.
Select All Records: Use the "Select All" option to choose all displayed records. If needed, adjust the number of records displayed per page to increase the selection size.
Perform Bulk Actions: Once records are selected, you can perform actions such as running inspections, changing states (e.g., archiving), or applying other updates.
Adjusting Settings for Folders
Select the Folder: Navigate to the folder containing the items you want to modify.
Select All Items in the Folder: Use the "Select All" option to choose all items within the folder.
Use the Bulk Edit Option: Access the bulk Edit option to make changes to all selected items. For example: - Change the state of items (e.g., set to "Retired" to archive them). - Adjust inspection settings, such as frequency.
Apply Changes: Confirm the changes to apply them to all selected items.
Tips for Optimizing Bulk Actions
Increase Page Size: To act on more records at once, adjust the page size in your view settings. This allows you to select and modify a larger number of records in a single action.
Copy Settings Across Items: When adding inspections or making similar changes, set the desired state or setting for the first item and copy it down to apply to the remaining selected items.
Related Topics
Filtering Records for Bulk Actions
Managing Inspection Settings
Archiving and Deleting Records
By following these steps, you can efficiently manage multiple records or folders in Papertrail, saving time and ensuring consistency across your data.