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Assigning/reassigning bulk updates

Practice Manager only

You can reassign all or some jobs or schedules (AE) schedules from one employee to another by bulk updating the assignments.

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titleTo update the Assigned To column
  1. From the Job Sheet homepage, select the jobs you want to assign to the employee.
  1. This can be done by Sorting, grouping and filtering jobs or schedules.
  2. Right-click on the Assigned To
 column
  1. column heading and click Assign Employee for all Jobs.
  1. The Assign Employee for all listed Jobs window opens.
  2. If you select the
 Assign
  1. Assign Employee option:
    1. Click the ellipse button to find and select the employee using the Find Employees window.
    2. Click OK.
    1. The Assigned To
 column
    1. column is automatically updated with the selected employee’s details.
  1. If you select the Clear all Assigned Employees option:
    1. Click OK.
    1. The employee details are removed from the Assigned To column.
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(AE) Adding job and schedule details (AE)

Job Sheet

right-click menu

homepage layout

(AE) Updating milestones on job sheets

(AE) Using multiple updates

Milestones on the Job Sheet homepages

Adding job and assignment details

Adding job and schedule details (AE)

(AE) Adding/changing milestone statuses on jobs/schedules

Exporting data to Microsoft Excel

(AE) Creating timesheets

on

from the Job Sheet

homepages

homepage

Set or remove the target date for a job

Copying and pasting Job Sheet data

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