This article will demonstrate the ability to update the status of multiple Obligations as a bulk operation, as opposed to having to change the status of each obligation on an individual basis.
Within the Obligation module, go to the Obligation List
Click on the cog wheel within the register on the far right of the screen and ensure ‘Multi Select’ is checked. This will allow the ability to select multiple Obligations as per the checkboxes on the far left of the screen.
Select the checkboxes for the Obligations that are to have their status’s updated. For this example, the obligation’s that been selected are in the status of ‘Non-Compliant’ in red and ‘Pending Review’ in grey. Upon selection of each checkbox, a menu bar at the bottom of the screen will appear.
From the bottom menu bar, select ‘Change Status’. The pop up box for Obligation Status will appear, and select the status the Obligations will need to be updated to. For this example, ‘Compliant’ has been selected
As you can see from the screenshot below, all 3 Obligations that were selected in step 3 have had their status updated to Compliant.