Mass Edit Schedules

The Mass Edit feature is used to make changes to different parts of a schedule including the Event Code, Staff Member, Times or Status. This feature is available from several screens such as Client Schedules and Scheduling Overview.

To Mass Edit schedules:

  1. Go to Main Menu > Scheduling.

    Go to Main Menu > Scheduling.

  2. Choose the search filters matching the criteria for the schedule.

    Choose the search filters matching the criteria for the schedule.

  3. Select the desired schedules. Multiple schedules can be selected by pressing and holding <Ctrl> and clicking on the desired schedules or pressing and holding <Shift> and selecting the first and last schedule.

  4. Right click on the schedules, click Mass Edit and select the schedule setting to be edited.

    Right click on the schedules, click Mass Edit and select the schedule setting to be edited.

  5. Enter the new changes, as necessary. Select P if the change is permanent to update the permanent schedule template for all schedules generated in the future.

  6. Click Save.

    Enter the new changes, as necessary. Click Save.

    Select a Reason Code, if required.