Bulk editing jobs
OverviewThis article explains when to use bulk editing jobs, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part
Overview
This article explains when to use bulk editing jobs, what the focused step is designed to achieve, and what to review before confirming the action.
When to use this
Use this article when the action appears as part of a larger parent screen and you want to understand the focused choices inside that dialog or sub-flow.
How it fits into the flow
Bulk editing jobs sits within Work / Jobs. It is designed to work alongside related articles such as Adding jobs to a worksheet, Advanced job pricing, Creating a job, so users can move through the workflow without relying on one giant reference page.
Main actions
- Review the context shown in the dialog so you are acting on the correct record or selection.
- Choose the options that control how the action should run before you confirm it.
- Finish the action and then check the parent screen for the result or any follow-up work.
- Common on-screen actions include Cancel.
Important fields
- Service: Look for input such as “Select service”.
- Due date: Complete this value carefully before you save.
- Scheduling enabled: Choose the option that best matches the current record.
- Frequency: Look for input such as “Select frequency”.
- Repeat every: Look for input such as “1”.
- Day of week: Look for input such as “Select day”.
- Day of week (optional): Look for input such as “Select day”.
- Week of month: Look for input such as “Select week”.
- Price: Look for input such as “0.00”.
- VAT rate: Look for input such as “Select VAT rate”.
- VAT amount: Look for input such as “0.00”.
- Payment method: Look for input such as “Select payment method”.