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Overview: The bulk-update feature allows you to make changes to multiple cases simultaneously within the PlanStreet case grid. This powerful tool streamlines the editing process, enabling you to efficiently apply similar updates across various cases, significantly reducing the time and effort required to manage them one by one. Bulk updates simplify your workflow and enhance productivity. Important Note: Bulk-updates will override previously selected values; please bear this in mind when making bulk-updates.
When you access your case grid, you will be presented with a screen that resembles the following screenshot.
Whenever multiple cases are selected, various icons (or options) will appear on the screen for you to choose from, as highlighted in the following screenshot. These icons provide different functionalities or actions that can be applied to the selected cases, enhancing your ability to manage and interact with them effectively.
You can check one case at a time by clicking the corresponding checkbox next to each case, or you can select the "Select All" box, indicated by the red arrow in the screenshot above. This action will allow you to select all the cases displayed on your screen simultaneously, making it easier to manage multiple cases simultaneously. **TIP** If you have a large number of cases that need to be bulk-selected, make sure to scroll down to the end of the list. Once there, select the bulk-select check box to select all the cases in your list. The following bulk-update options are listed in the order displayed above from left to right.
⚠️Please exercise caution when using this option. It will permanently delete all selected cases simultaneously. Please make sure you have carefully reviewed your selections since this action cannot be undone.
This feature takes a snapshot of the cases listed in the case grid (or case board) and exports it to an Excel worksheet in xlsx. See the following example: Please be aware that this example is a simplified version and does not encompass all the columns. Including additional columns would reduce the document's overall readability and size.
This feature captures a snapshot of the cases displayed in the case grid (or case board) and seamlessly exports the information into a PDF file. Below is an illustrative example: Please be aware that this example is a simplified version and does not encompass all the columns. Including additional columns would reduce the document's overall readability and size.
Selecting this option archives the selected cases. This action removes the selected cases from the “Active Case” section and stores them in the “Archive Case” tab, as illustrated below. Archiving helps keep your active cases organized while allowing you to access past cases when needed.
Choosing this option will trigger a modal window, displaying a dropdown list of all available case owners who can be assigned to the selected cases as shown below; previously assigned case owners will be removed. This feature allows for multi-selection, meaning you can choose multiple case owners simultaneously, facilitating easier delegation and management of tasks related to the case.
Choosing this option will trigger a modal window displaying a dropdown list of available teams to assign to the selected cases; previously assigned teams will be removed. This feature allows for multi-selection, meaning you can choose multiple case owners simultaneously, facilitating easier delegation and management of case-related tasks.
Choosing this option will trigger a modal window displaying a dropdown list of available donors to assign to the selected cases. It’s important to note that this is a single-selection option, which means you are limited to choosing only one donor from the available options in the dropdown; any previous selection will be removed. This ensures a streamlined process for donor assignment without the possibility of multiple selections for any given case.
Choosing this option will trigger a modal window that presents a dropdown list of available categories for you to assign to the selected cases. Any previously selected category will be removed. This convenient functionality supports multi-selection, allowing you to choose multiple categories simultaneously. This makes categorizing and managing case-related tasks more efficient and streamlined, allowing for better organization and oversight of your workload.
Choosing this option will trigger a modal window with a dropdown menu filled with a list of available Case Leads for you to assign to the selected cases. The previously assigned Case Lead will be removed. Please be aware that this is a single-selection feature, meaning that you can only choose one Case Lead from the provided dropdown options. This limitation ensures each case is assigned to a specific lead, allowing for clearer tracking and responsibility management.
Choosing this option will trigger a modal window with a dropdown menu filled with a list of available locations to assign to the selected cases. Please note that this feature allows for only a single selection, which means you can only choose one specific location from the dropdown menu. This restriction ensures that each case is accurately assigned to a designated location, facilitating better tracking and management. Limiting your choice to one location will enhance clarity and precision in our reporting.
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How to Simultaneously Update Multiple Cases
