A bulk action is the means to make changes to lists of data, such as selecting multiple routines to generate tasks from, or sending notifications to multiple recipients. This article covers how to perform bulk actions, where they can be performed and what can be applied as a bulk action across various parts of Uptick. Only the actions explicitly listed for each object type are available. Actions not listed cannot be performed as bulk actions.

Performing a bulk action

From any page where a bulk action is supported, the best practice is to do the following:

Search and apply filters to get a specified listing for all the items that will have the bulk action applied.
Click the tick-box at the top of the listing to select everything on the current page.
Click Select all (x) (item) to select everything across all pages, where x is the total number of items to be selected and item is the object being listed (i.e. if on the tasks page the item will be tasks).
Click Edit (x) (item).
A window will appear where you can select the changes to apply, then click Apply changes.

A GIF demonstrating the bulk action process in the Uptick web platform.

Where bulk actions can be performed

These are the only areas where bulk actions are possible for different objects, which actions can be applied and how to navigate to them.

Only listed bulk actions are available for the following objects:

Tasks

Navigation: Menu bar

Bulk actions/changes available for tasks only:

Issue invoices (with Preview)
Active (Yes/No)
Name
Category
Zone
Client
Description
Billing Card
Service Group
Add Tags
Remove Tags
Status
Parent Task
Priority
Add comment (to timeline)
Assigned (Technician)
Add supporting Technician
Remove Supporting Technician
Assigned (Contractor)
Round
Due Date
Authorisation Ref
Branch
Cost Centre

Defect Quotes

Navigation: Menu bar

Bulk actions/changes available for defect quotes only:

Transition (Quote Status)
Add Tags
Remove Tags
Cost Centre
Expiry date
Add comment (to timeline)
Reminder Email Template
Actions (Send reminder email)

Service Quotes

Navigation: Menu bar

Bulk actions/changes available for service quotes only:

Transition (Quote Status)
Review date
Add comment (to timeline)
Actions (Send reminder email)

Clients

Navigation: People > Clients

Bulk actions/changes available for clients only:

Status (Active/Inactive)
Autoreminders enabled (Yes/No)
Add tags
Remove tags
Change Client Group
Add comment (to timeline)

Users

Navigation: People > Users

Bulk actions/changes available for users only:

Status (Active/Inactive)
NOT RECOMMENDED - when users are made inactive via bulk action, they will still retain current assignments (default technician, office assignee, etc.)

It's recommended to make users inactive individually via Update > Untick Active. This will prompt a reassignment page to redirect to other active users where required.
Add to Groups (Security Groups)
Remove from Groups (Security Groups)
Change License
Add to Branches
Remove from Branches

Invoices

Navigation: Billing > Invoices

Bulk actions/changes available for invoices only:

Actions (Send reminder email)

Billing cards

Navigation: Billing > Billing Cards

Bulk actions/changes available for billing cards only:

Actions (Push Billing Cards to Partner)

Billing contracts

Navigation: Billing > Billing Contracts

Bulk actions/changes available for billing contracts only:

Bulk Process Options
- Create and send invoices
- Create draft invoices
- Make (Billing Contract) Active/Inactive
Authorisation Ref
Billing Card
Finish Date
Review Date
Schedule Price Increase
(for updating CPI price increases manually)

Properties

Navigation: Customer Data > Properties

Bulk actions/changes available for properties only:

Status
Parent Property
Client
Branch
Access Schedule
Zone
Access Procedure
Account Manager
Authorisation Ref
Review Date
Add comment (to timeline)
Add Tags
Remove Tags
Advanced > Copy Billing Contracts from Property

Assets

Navigation: Customer Data > Assets

Bulk actions/changes available for assets only:

Status
Label
Is Active (Yes/No)
Standard
Type
Make
Model
Variant
Size
Contractor
Base Date
Installation Date
Add Comment (to timeline)
Add Tags
Remove Tags
Change Property

Routines (upcoming programme maintenance)

Navigation:

Tasks > Programme Maintenance > Generate Routine Tasks
Customer data > Routine Servicing

Bulk actions/changes available for routines only:

Bulk Process Options
(Generate Routine Tasks)

Routine services (existing routines on properties)

Navigation: Customer data > Routines > Routine Services

Bulk actions/changes available for routine services only:

Bulk Process Options
(Add missing Default Levels)
Annual Test Date
Start Date
End Date
Servicegroup
Contractor

Routine service levels (existing routine service levels on properties)

Navigation: Customer data > Routines > Routine Service Levels

Bulk actions/changes available for routine service levels only:

Estimated Duration
Service Group
Contractor

Keys and equipment

Navigation: Tools > Keys and Equipment

Bulk actions/changes available for keys and equipment only:

Loan to
(when selected, brings up list of technicians)
Return

Examples

How to Bulk Change Expired Quotes to 'Declined'

For data integrity, Uptick does not allow changing a quote's status directly from Expired to Declined. An expired quote is considered inactive, and no further actions can be taken on it directly.

To mark expired quotes as 'Declined' for your records, you must first make them "active" again. This requires a multi-step bulk process.

Step 1: Revert Expired quotes to Draft

Filter your quotes list to show all quotes with the Expired status.
Select all the expired quotes you wish to decline.
Click Edit (x) quotes.
In the pop-up window, select Transition (Quote Status) and choose Revert to Draft.
Click Apply changes.

Step 2: Change Draft quotes to Submitted

Filter your quotes list to show the quotes you just reverted to Draft.
Select all the quotes.
Click Edit (x) quotes.
Select Transition (Quote Status) and choose Mark as Sent (or Submit).
Click Apply changes.