Manage Assignments to Bulk Assign or Unassign Inspection Forms
To quickly assign or unassign an inspection form to multiple areas:
- Open the inspection form you want to bulk assign. You can do this as an administrator by going to the Setup tab, clicking Inspection Forms in the left-hand sidebar, and clicking on the form in the list.
- Click "More." You'll find the button in the upper right-hand corner.
- Click "Manage Assignments." This will bring up all of your sites, which you can search or expand to find the right locations.
- Select the areas where the form should be assigned. You can also click the blue "Select sub-areas" option to check the boxes for every area directly below that location.
- Click "Review changes." This will bring up a screen that lets you how many sites the form is being added to or removed from.
- Confirm. After you click "Confirm changes," you'll get a message confirming that the assignment was successful.