Take bulk actions on reports

Edited

Within the Chemicals module, you can take action on multiple reports simultaneously in order to save time. This feature is particularly useful when managing large numbers of facilities or when applying consistent changes across multiple reports.


Available bulk actions

The following bulk actions are available:

Mark as Not Reporting

Mark the Tier II reports for multiple facilities as not reporting.

See also: Mark an individual report as not reporting

Mark as Reporting

For facilities previously marked as not reporting for Tier II (whether by mistake or because the requirements were not applicable), mark the facilities as reporting once again.

See also: Mark an individual report as reporting

Assign Reports for Completion

Select users within your organization to complete one or more Tier II reports within Encamp.

See also: Assign an individual report for completion

Assign Reviewers to Reports

Select users within your organization to review one or more Tier II reports within Encamp that have already been initiated.

See also: Assign a reviewer to an individual report


How to perform bulk actions

Step 1: Access the Chemicals Reports page

  • Click Chemicals in the navigation menu and you will be directed to the Reports page.

Step 2: Select Reports

  • Use the checkboxes next to each report to select one or more

    • Customize your view using the search bar or filters to efficiently select a group of reports

Step 3: Initiate Bulk Action

  • Click the Bulk Actions button located next to the search bar

  • Select the desired action from the dropdown menu

Step 4: Complete the Action

Depending on the action selected, follow the prompts to complete the process:

  1. Mark as Not Reporting

    • Choose the reason for not reporting

    • Provide any additional required information

    • Click Confirm

  2. Mark as Reporting

    • Simply confirm the action to revert previously marked "Not Reporting" facilities

  3. Assign Reports for Completion

    • Select the team member(s) to assign the reports to

    • Click Save

  4. Assign Reviewers to Reports

    • Select the reviewer(s) for the reports

    • Click Save