The Mass Status Changer functionality allows you to update the status of numerous shops at once.
However, the Mass Status Changer is not intended to be a replacement for manually reviewing and finalizing shops.
This utility only changes the status of a shop. It does not calculate scores or expenses, and Rulez and triggers will not run.
Get started on the main Admin Page.
Select a client and a survey, and head to the Shop Mgt tab. You can either use the Shop Status Changer link in the Tools column, or simply use the QuickJump bar!
Start with selecting the date range for the shops you want to edit the status for. Date type options are Report Date, Due Date, Date Shopped, Submit Date, Submit Due Date, and Start Date.
The location selector ensures you can either update shops in the entire company at once, or at a specific location/s, depending on your location hierarchy.
In the From-To Status selector, choose the current status of the shops (From) and the new status you would like to assign to them (To).
The Shop selector has three options:
1. Change all shops in the defined date range
Selecting this option will update all the shops in a location/s, in the specified date range.
2. Change specific shops in this date range
Use the dropdown menu to sort out the results.
Options are Job ID, Report Date, Job Date, Store ID, and Location Name.
Once you hit the GO button with this option selected, a list of jobs filtered by your preference will be displayed.
Use the checkbox next to a job to mark it for change, and hit the GO button again.
3. Change specific shops using a list of Job IDs
Use this option to change specific jobs, targeting them by their IDs.
Input only one job ID per line, and use the GO button.
The confirmation page will let you know how many jobs you will change the status for. Use the GO button again to confirm, or use the Back button to change the settings.
This utility only changes the status of a shop. It does not calculate scores or expenses, and Rulez and triggers will not run.