Bulk Assign Inspection Forms

To quickly assign an inspection form to multiple areas in OrangeQC:

1. 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.

2. Click "Bulk Assign." You'll find the button in the upper right-hand corner.

   

3. Select the areas where the form should be assigned. If you select an area with subareas, the form will automatically be assigned to every subarea.

4. Click "Review Assignment." This will bring up a screen that lets you know how many areas the form will be applied to. (If the number seems off, cancel and make sure you've selected the right areas; otherwise, forms will have to be un-assigned one by one.)

   
   

   Here's what the approval message looks like:

   

5. Approve the assignment. After you click "Approve and Proceed," you'll get a message confirming that the assignment was successful.

You can watch all of these steps in this short video tutorial on bulk assigning forms: