Managing and effectively resolving Issues is an important part of project management, and the ability to bulk update is meant to ease the process of managing a large amount of data captured throughout the production process. Update Issues allows a User to update multiple Issues at once whether that be status transitions or information (such as Custom Fields) pertinent to Issues. Bulk Updating Issues/Cases can happen from three locations within Job Connect Construction Mode: the Item List View, the All Cases View, and from the System Element Details panel of the System Element associated with that Issue/Case.
When bulk updating Issues/Cases, all available case transitions, for the selected Issues/Cases, will be shown. Once a User selects a transition, only Issues/Cases that can be transitioned to that status will be updated. Issues/Cases that do not have an available transition to the target status will be excluded from the bulk update.
Bulk Update Restrictions
Bulk Updating Cases is restricted to Construction Mode and can only be performed on OPEN issues for a single Issue Type OR for a single System Element.
Item List View
Cases/Issues can be bulk updated from the Item List view.
Updating in bulk will update the field(s) for ALL Cases that are selected!
- Navigate to the Item List View (JCC).
- Select the Issues Panel. This will show all Open Issues.
- Select one or more Issues/Cases from the panel. In order to bulk update, the Issues must have either the same Issue Type or the same associated System Element.
- Tap "Update Issues" at the bottom of the Issue Details panel to open the "Select Issues to Bulk Update" window.
- The window will show the breakdown of the selected Issues/Cases according to Issue Type and the number of Issues/Cases per Issue Type as well as the associated System Elements and number of Issues/Cases per System Element.
- Select either the "Category - Issue Type" or "System Element" method for the bulk update. This will open the Status Update window.
- The Status Update window will shows Items, Status, and Update.
- Items: This field will show the amount of Issues/Cases selected for the bulk update.
- Status: This field will show the viable status transitions for the Issues/Cases.
- Update: This field will allow a User to "Update information without changing status".
- Updating without changing the Issue statuses allows a User to edit Custom and Native Fields concerning the Issues. When bulk updating Issues/Cases without changing the status, the "Select for Update" form will only show fields common to all selected System Elements. Additionally, updated information will be the same for ALL selected items. Any discrepancies will be overridden with this update.
- After making the necessary selections the "Update Information" window will appear regardless of the method chosen.
- Fill out the fields according to the information needed and tap Done when finished updating information for the Issues.
System Element Details Panel
Cases/Issues can be bulk updated from the System Element Details panel.
Updating in bulk will update the field(s) for ALL Cases that are selected!
- Navigate to the necessary System Element Details Panel.
- Scroll down to the bottom of the details panel to find the Issues field. This will show all Open and Closed Issues associated with that System Element.
- First, select the Bulk Update widget ( ) to the right of that field.
- Then use the Selection Icons to the left of the Issues/Cases to select the Issues/Cases for bulk update.
- Tap "Update Issues" at the bottom of the Details panel to open the "Select Issues to Bulk Update" window.
- The window will show the breakdown of the selected Issues/Cases according to Issue Type and the number of Issues/Cases per Issue Type as well as the associated System Elements and number of Issues/Cases per System Element.
- Select either the "Category - Issue Type" or "System Element" method for the bulk update. This will open the Status Update window.
- The Status Update window will shows Items, Status, and Update.
- Items: This field will show the amount of Issues/Cases selected for the bulk update.
- Status: This field will show the viable status transitions for the Issues/Cases.
- Update: This field will allow a User to "Update information without changing status".
- Updating without changing the Issue statuses allows a User to edit Custom and Native Fields concerning the Issues. When bulk updating Issues/Cases without changing the status, the "Select for Update" form will only show fields common to all selected System Elements. Additionally, updated information will be the same for ALL selected items. Any discrepancies will be overridden with this update.
- After making the necessary selections the "Update Information" window will appear regardless of the method chosen.
- Fill out the fields according to the information needed and tap Done when finished updating information for the Issues.
All Cases View
Cases/Issues can be bulk updated from the All Cases view.
Updating in bulk will update the field(s) for ALL Cases that are selected!
- Navigate to the All Cases View (JCC).
- Select the Bulk Update widget () from the top of the window.
- Then use the Selection Icons to the left of the Issues/Cases to select the Issues/Cases for bulk update.
- Tap "Update Issues" located underneath the Filter panel to open the "Select Issues to Bulk Update" window.
- The window will show the breakdown of the selected Issues/Cases according to Issue Type and the number of Issues/Cases per Issue Type as well as the associated System Elements and number of Issues/Cases per System Element.
- Select either the "Category - Issue Type" or "System Element" method for the bulk update. This will open the Status Update window.
- The Status Update window will shows Items, Status, and Update.
- Items: This field will show the amount of Issues/Cases selected for the bulk update.
- Status: This field will show the viable status transitions for the Issues/Cases.
- Update: This field will allow a User to "Update information without changing status".
- Updating without changing the Issue statuses allows a User to edit Custom and Native Fields concerning the Issues. When bulk updating Issues/Cases without changing the status, the "Select for Update" form will only show fields common to all selected System Elements. Additionally, updated information will be the same for ALL selected items. Any discrepancies will be overridden with this update.
- After making the necessary selections the "Update Information" window will appear regardless of the method chosen.
- Fill out the fields according to the information needed and tap Done when finished updating information for the Issues.