Setup
You will need the following permission in your security group:
can see my tasks or can see all tasks.
can pass assets in bulk.
Click here to learn about permissions and security groups.
You will also need:
To download the Workforce app (available on iTunes or Google Play store)
You will also need to have I&T (Inspect and Test) task created in your workspa
How to enable Bulk Pass All assets on the App
You must select the asset types which can be bulk passed to enable this
You must select the asset types which can be bulk passed to enable this
Go to Control Panel > Asset types
Select the Asset type you want to bulk pass and click Edit
Click Set advanced and tick Allow pass all
4. Click Save Asset Type
5. Repeat steps 1-4 for all asset types you want to bulk pass
Enabling Bulk Pass All on asset types will override prompt questions so you should only enable this on asset types where your field users do not have to fill out any mandatory questions.
How to bulk pass assets on iOS
Not all assets can be bulk-passed. The following won't be bulk-passed: assets with active remarks, performed assets, repairs, major servicing.
To Bulk Pass assets, this must also be enabled by your system administrator. Learn how to enable this here.
Make sure you have identified all assets that were not able to be tested or failed and added a remark against these.
1. Go to the Finalisation tab and click Bulk pass untested assets.
1. Go to the Finalisation tab and click Bulk pass untested assets.
2. Review the assets available and not available for bulk pass and click PASS ALL.
2. Review the assets available and not available for bulk pass and click PASS ALL.
3. Click Pass all to confirm.
3. Click Pass all to confirm.
4. If there are any remaining assets to service, you will be prompted to go back to the Work tab to service them.
4. If there are any remaining assets to service, you will be prompted to go back to the Work tab to service them.
When you return to the Work tab, only remaining assets will be shown. To view all assets, click Filters, select Results filter, untick Not Tested, then Apply the filters.
When you return to the Work tab, only remaining assets will be shown. To view all assets, click Filters, select Results filter, untick Not Tested, then Apply the filters.
How to bulk pass assets on Android
Not all assets can be bulk-passed. The following won't be bulk-passed: assets with active remarks, performed assets, repairs, major servicing.
To Bulk Pass assets, this must also be enabled by your system administrator. Learn how to enable this here.
Make sure you have identified all assets that were not able to be tested or failed and added a remark against these.
1. Go to the Finalisation tab and click Bulk pass untested assets.
1. Go to the Finalisation tab and click Bulk pass untested assets.
2. Review the assets available and not available for bulk pass and click PASS ALL.
2. Review the assets available and not available for bulk pass and click PASS ALL.
3. Click Pass all to confirm.
3. Click Pass all to confirm.
4. If there are any remaining assets to service, you will be prompted to go back to the Inspections tab to service them.
4. If there are any remaining assets to service, you will be prompted to go back to the Inspections tab to service them.
When you return to the Inspections tab, only remaining assets will be shown. To view all assets, click Filters, select Results filter, untick Not Performed, then Apply the filters.
When you return to the Inspections tab, only remaining assets will be shown. To view all assets, click Filters, select Results filter, untick Not Performed, then Apply the filters.
