Using Bulk Updates

Using Bulk Updates

A bulk update feature can be used to update, complete, or cancel multiple tasks at the same time.

Only one type of task can be updated at a time (E.g., Remedial Actions). Once one type is selected all other types will automatically grey out.

Some tasks cannot be completed or cancelled (E.g., Create Assessment tasks), so therefore cannot be bulk completed or cancelled either.

Bulk updating tasks:

1. Sign in to admin.riskbase.uk.

2. Find an organisation in the explorer.

3. Right-click on it and select Tasks.

4. At the top of the screen, next to Filter, click Bulk Update.

5. Select tasks to update:

• Multiple individual selections: hold down the Ctrl key and individually select each task row, or select the tick boxes (a ‘miss-click’ will cancel previous selections).

• Bulk selection: select a task row (not a tick box), hold down the Shift key and then select a Task that is several rows above or below it to include all tasks in-between.

• Multiple bulk selections: complete the first bulk selection as above but release the Shift key and hold down the Ctrl key to begin the next bulk selection. Hold down the Shift key (whilst also holding the Ctrl key) to complete the second bulk selection. Repeat as many times as necessary.

Suggestion: click task rows not tick boxes, as Ctrl and Shift keys only work for task rows.

1. On the left hand side, select the tick box for the required update (E.g., Replace Assigned, Severity, Status etc.).

2. Select the new assigned person, severity, status etc. from the drop downs under each option.

3. Click Update Tasks.

4. Provide an optional comment - this will be displayed in the task’s comments and changes section.

5. If the status of the task is being changed, change the date and time of the update if required.

6. Click Update Tasks.