Bulk Updates is a feature that allows multiple pieces of documentation to be updated at once. Enabling bulk updates in your Clinical or Field Internship class allows you to Approve, Reject, Return, and add comments to many opportunities at once.
Warning: Using bulk updates can be efficient for making simultaneous changes, but it carries the risk of unintended consequences or errors due to their wide-ranging impact.
Contents:
A. Enabling Bulk Updates in your Clinical or Field Internship Class
B. Functionality of Bulk Updates in Opportunities
A. Enabling Bulk Updates in your Clinical or Field Internship Class
Note: To enable this feature, you must have an Administrator role or be added to the cohort as a Cohort Admin.
1. Edit the cohort. You can do this through your School Admin role or the dashboard. The directions below use the dashboard route.
- From the main my.platinumed dashboard, click the dropdown on the grey and black tile Manage Cohorts.
- Locate the cohort where you want to enable Bulk Updates in the Clinical or Field Internship class.
- Click edit under the Actions column.
2. Click the Platinum Planner tab.
3. Click the Classes tab.
4. Edit the clinical or field internship class you would like to enable Bulk Updates in.
5. Click the checkbox: Enable bulk updates.
Note: you will see the warning, "Using bulk updates can be efficient for making simultaneous changes, but it carries the risk of unintended consequences or errors due to the wide-ranging impact of the updates."
6. Save.
B. Functionality of Bulk Updates
1. Begin in your Instructor role.
2. Under the Opportunities tab, select Manage Student Documentation.
3. Click the Ready to Review column.
4. You can check the individual opportunities you would like to bulk update or the box at the top of the column to check all the opportunities.
5. Click Bulk Update above the Actions column.
- If you see a warning at the top of the page, that indicates one or more of the opportunities have warning indications. There will be an exclamation point indicating which opportunities have warnings in them. Click Remove to pull all the opportunities with warnings from the bulk update.
- Click the dropdowns to view the details of the opportunity. If there are any warnings, they will be listed in yellow above the details.
6. You can then add Comments if desired.
7. Select Mark Absent, Return, Reject, or Approve.
- Mark Absent: This indicates the student did not attend this opportunity, and the documentation will not be counted toward the student's overall progress.
- Return: Return the documentation to the student or the preceptor, depending on which is selected.
- Reject: Eliminate documentation from the student's progress.
- Approve: Accept the documentation to be added to the student's progress.
Note: The options available for bulk updates to select will vary by which tab the opportunities were selected from in the data table.