The Mass Shop Status Changer page allows you to switch the status of a large number of shops all at once for the previously selected survey from the main administration page. This page saves you time and effort- you do not have to manually go through every shop and change the status. There are different reasons why you would want to have a group change of status.
- Example 1 - You might need to switch all shops in a certain period from finalized to locked status. This is necessary when the survey and scoring have changed but the client wants the existing reports to display with the original scoring. Changing those finalized shops with the original scoring to locked shops will prevent the scoring from being updated.
- Example 2 - You might need to switch all shops in a certain period from completed or finalized to Hold A/B. The two hold statuses are optional and their use is defined within your mystery shop company. For example, Hold A could be set to mean hold for shopper receipts; Hold B could be set to mean hold for release. In either case, it would be necessary to switch all completed shops to Hold A until you get the shopper receipts and all finalized shops to Hold B until the date they need to be released to the client. Then you can switch the hold shops to finalized or client finalized.
IMPORTANT NOTE: The shop status change only changes the shop status. It does not calculate scores or expenses, and Rulez and triggers will not run. The shop status changer is not intended to be a replacement for manually reviewing and finalizing shops.
Report Date Range
From the drop down menus, select the start and end date of the shops for which you want to change the status.
Note, the report date is the date used when reporting the end results to the client.
Change Shops In
You can choose to change shops in a specific area or for the entire company.
From - To Status
From the drop down menus, select from what status you want to change shops to what status you want the shops to have.
The default status options are:
Completed - The shopper has completed the shop but the shop has not been reviewed.
Collaboration Shop - This is used when a shop has been imported from the Secondary MSP in a collaboration project.
Excluded - This status was designed to be used for shops that were not finalized but are still needed for accounting purposes.
Hold A/Hold B - These are two 'holding bins' that may be used for various reasons. Please check with your manager/supervisor to learn if these hold options are at use within your company. The hold status will not display to clients in the Client Shop Logs.
Reviewed - The shop has been reviewed but not finalized. Clients do have access to see these records in the logs but are not yet able to view the shop results.
Finalized - The shop has been finalized and released for your clients to view the results.(pending the distribution status)
Emailed - This status indicates that at some point after the shop has been finalized a link was emailed to someone.
Client Finalized - Some companies have requested the option to perform an internal review prior to releasing the shop results to all managers. If you are using this feature, the log will display shops with status of Client Finalized for those that have had the internal review completed.
Locked - Surveys may be changed after some surveys have been already submitted. If the survey and scoring is changed but the client does not wish that the existing reports display with the original scoring, the Locked status will prevent the scoring from being updated.
Change all shops in this date range
To change all shops in the report date range specified, click the radio button corresponding to change all shops in this date range. Then click GO.
Change specific shops in this date range
To change only specific shops in the report date range specified, click the radio button corresponding to change specific shops in this date range. You also have the option to select from the drop down menu by what you want the results sorted so that it will be easier for you when you are making the specific selection. Then click GO.
The default sorting options are:
Job ID - This is the same as the Shop ID - unique ID assigned to each shop.
Report Date - This is the date used when reporting the end results to the client.
Job Date - This is the same as the Shop Date - the date on which the shopper visited the store and performed the shop.
Store ID - This is the unique ID assigned to each store.
Location Name - This is the name of the store location.
Change specific shops using a list of Job IDs
If you chose to change specific shops, a new page comes up with a box to enter JobIDs. After entering in your list, click GO to view your list of jobs with their existing status. If you need to go back and modify your Shop Selection, click the Back button. Otherwise, click GO to make your changes.
The shops you select get updated and the Shop Selection page opens up again. You can now do more status changes if you need to.