Manage Assignments to Bulk Assign or Unassign Inspection Forms

To quickly assign or unassign an inspection form to multiple areas:

  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 "More." You'll find the button in the upper right-hand corner.
  3. Click "Manage Assignments." This will bring up all of your sites, which you can search or expand to find the right locations.
  4. 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.
  5. Click "Review changes." This will bring up a screen that lets you how many sites the form is being added to or removed from.
  6. Confirm. After you click "Confirm changes," you'll get a message confirming that the assignment was successful.
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