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How to Bulk Change Assignees and Compliance Settings on Schedules
How to Bulk Change Assignees and Compliance Settings on Schedules

Learn how to efficiently bulk update assignees, reviewers, owners, compliance settings, and result visibility for multiple schedules.

Logan Bowlby avatar
Written by Logan Bowlby
Updated over a month ago

Overview

Managing multiple schedules efficiently can save time and maintain consistency. This guide walks you through bulk updating assignees, compliance settings, and result visibility for schedules in Mobaro.


Steps to Bulk Update Assignees, Reviewers, and Owners

Navigate to the Schedules Page

From the Mobaro Backend, click on Schedules section.

Select Schedules

Use the checkboxes to select the schedules you want to update.

Tip: You can use the search bar or filters to narrow down your selection.

Open the Bulk Change Menu

Click on the Bulk Change icon in the toolbar. From the dropdown, select Bulk Change Assignees/Reviewers/Owners.

Add, Remove, or Replace

In the dialog box, choose whether to Add, Remove, or Replace assignees, reviewers, or owners.

Select the relevant user(s) or group(s).

Confirm Changes

Review your updates and click Confirm to apply the changes to all selected schedules.

Note: Bulk changes apply to all selected schedules, ensuring consistency across assignments.


Steps to Bulk Update Compliance Settings

Adjust Compliance Settings

In the dialog box, modify the applicable compliance settings. Use the dropdowns to select new values or leave them as Do not change.

Apply Changes

Once all settings are configured, click Update Selected Values to apply changes.

Tip: Adjusting compliance settings ensures uniformity and adherence to operational requirements.


Steps to Bulk Update Result Visibility

Modify Result Visibility Settings

Choose who can view the results from:

  • Assignees

  • Performing User

  • Reviewers Only

Select the desired option and click Confirm.

Save Changes

Confirm the updates and apply them to all selected schedules.


Frequently Asked Questions

Q: Can I undo bulk changes?

A: No, bulk changes cannot be undone automatically. You must manually revert changes if necessary.

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