Dockets Bulk Edit Permission - Virtual Super

The Dockets Bulk Edit permission allows authorized users to edit multiple dockets from a single bulk editing dialog.

The fields available for editing and the actions available depend on the user’s Virtual Superintendent role and the state of the selected dockets.

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Users who previously accessed the bulk edit workflow, such as Super Users or users with Bulk Accept or Bulk Approve permissions, automatically have Dockets Bulk Edit permissions.

When enabled, the Bulk Edit option appears in the Bulk Actions menu:

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Fields each role can edit

The following table shows which fields each role can edit when using bulk edit:

Note that Admin users cannot change docket states.

Bulk actions by role

The following table shows the actions each role can perform when using bulk edit:

Actions are as follows:

• Save – saves the changes without updating the docket state.
• Accept – saves the changes and updates the state to Accepted.
• Reject – saves the changes and updates the state to Rejected.
• Approve – saves the changes and updates the state to Approved.
• Decline – saves the changes and updates the state to Declined.

Additional role capabilities

Some roles have additional capabilities when performing bulk edits.

Senior project engineer

• Can edit dockets assigned to another engineer.

Super user

• Can bulk edit dockets with different states, such as Accepted and Submitted.
• Automatically has access to the bulk edit workflow therefore does not require the Dockets Bulk Edit permission.

Bulk edit dockets

To edit multiple dockets at one time:

1. Click the Menu button in the top right corner of the screen. The menu opens.
2. Select the Dockets type from the menu. The Dockets page opens.
3. Use the page filters to locate the required dockets.

4. Select the checkbox beside each docket you want to edit.

   
   
   

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5. Click the Bulk Actions button in the top menu. A contextual menu opens.

   
   
   

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6. Click Bulk Edit. The Bulk Editing dialog opens.

Edit fields in the bulk edit dialog

To update fields in multiple dockets:

1. In the Bulk Editing dialog, locate the field you want to update.
2. In the first dropdown, select the value you want to replace.
3. In the second dropdown, select the new value.
4. Click Save to save the change without updating the docket state.

Alternatively:

• Click Save & Accept to save the change and update the docket state to Accepted.

Example:

A supervisor reviews assigned dockets and notices that several contain an incorrect Location value.

To correct the value:

1. In the Location field, select the existing location value.

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2. Select the correct location value.

3. Click Save to save the change but not the state or Save & Accept to save the change and the state of the dockets.

   
   
   

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Validation notes, errors, and warnings

The Warnings panel displays validation messages in a bulleted list. Each message includes the affected docket number.

Validation messages appear in the following formats:

Validation notes

• Display in blue.
• Provide informational messages.
• Do not prevent bulk edit actions.

Validation errors

• Display in red.
• Prevent users from saving changes or updating the docket state.

Super users can save changes but cannot update the docket state when errors occur.

Other users can save changes only to Invoice number and Labels. The state option is unavailable.

Validation warnings

• Display in yellow.
• Prevent users from changing the docket state.
• Allow users to save other changes.

For super users, warnings provide information only and do not prevent bulk edit actions.

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Processing task panel

When bulk editing begins, the Processing Tasks panel appears on the right side of the Dockets page.

Processing time depends on the number of selected dockets. Large batches might take several minutes.

You can navigate away from the Dockets page while processing continues.

When processing finishes, a notification appears on the Processing Tasks icon beside the menu button.

Click the notification to view the results of the completed bulk edit.

Example workflow

The following demonstration shows a supervisor using bulk edit to replace values in the Location and Cost Code fields, and then Accepting the selected dockets.