Dockets Bulk Edit Permission - Virtual Super

A new Dockets Bulk Edit permission allows authorised users to edit multiple dockets from a single bulk editing dialog. Users with this permission can add or replace data, but the fields available to edit depend on their Virtual Superintendent role and the state of the dockets.

The Dockets Bulk Edit permission extends the previous bulk edit workflow by allowing multiple actions to be made from a single bulk editing dialog. The Dockets Bulk Edit permission can be assigned to any Virtual Super user except a subcontractor admin.

Users who could previously access the bulk edit workflow (Super Users, or users with the Bulk Accept / Bulk Approve permission) will automatically have the Dockets Bulk Edit permission enabled. New users will need to have it manually enabled by their Virtual Superintendent project admin.

The previous bulk edit workflow will be retired and replaced with enhanced workflow at some point in the future.

When a user has the Dockets Bulk Edit permission the Bulk Edit option is available from the Bulk Actions menu, allowing them to update several fields in the selected dockets at once. What a user can edit depends on their role and the state of the selected dockets, as outlined below.

Bulk Edit Capabilities by Permission

Admin

Can edit:

  • Invoice Number
  • Location
  • Labels

Bulk actions available:

  • Save - saves the changes but does not update the docket state.

They cannot edit the state of the dockets.

Supervisor

Can edit:

  • Invoice Number
  • Engineer
  • Supervisor
  • Location
  • Cost Code
  • Labels

Bulk actions available:

  • Save – saves the changes but does not update the docket state.
  • Accept – saves the changes and updates the state to Accepted.
  • Reject – saves the changes and updates the state to Rejected.

Engineer

Can edit:

  • Invoice Number
  • Engineer
  • Location
  • Cost Code
  • Labels

Bulk actions available:

  • Save - saves the changes but does not update the docket state.
  • Approve - saves the changes and updates the state to Approved.
  • Decline - saves the changes and updates the state to Declined.

Senior Project Engineer (SPE)

Depending on the dockets state, senior project engineers can edit:

  • Invoice Number
  • Engineer
  • Supervisor
  • Location
  • Cost Code
  • Labels

Additional Capability:

  • Can edit dockets assigned to another engineer.

Bulk Actions Available:

  • Save - saves the changes but does not update the docket state.
  • Approve - saves the changes and updates the state to Approved.
  • Decline - saves the changes and updates the state to Declined.

Super User

Super Users automatically have access to the Bulk Editing workflow. They do not require the Dockets Bulk Edit permission.

Can edit:

  • Invoice Number
  • Engineer
  • Supervisor
  • Location
  • Cost Code
  • Item Code
  • Labels

Additional Capability:

  • Can bulk edit dockets with different states (e.g., 3 Accepted and 5 Submitted dockets).

Bulk Actions Available:

  • Save - saves any changes but does not update the docket state.
  • Accept - saves any changes and updates the state to Accepted.
  • Reject - saves any changes and updates the state to Rejected.
  • Approve - saves any changes and updates the state to Approved.
  • Decline - saves any changes and updates the state to Declined.

Steps to bulk edit

  1. Filter and Select

  • Use the Dockets Page filters to locate the relevant dockets.
  • Tick the selection boxes beside the dockets you want to edit.

  1. Open Bulk Actions

  • Click the Bulk Actions button
  • Choose Bulk Edit from the drop-menu

  1. Bulk Editing Dialog

In the Bulk Editing dialog, make the required edits to the selected dockets

Example:

  • A supervisor is reviewing their assigned dockets and several have the wrong Location entered
  • In the Bulk Editing Dialog, under Location, use the first dropdown to select the value to replace (e.g. Belfast Dump).
  • Use the second dropdown to select the new value (e.g. Airport Extension).

  • Press save to save the change but not the state.
  • Press Save & Accept to save the change and the state of the dockets.


Validation Notes, Errors, and Warnings

Errors and warnings display in a bullet-point list in the Warnings panel and state the docket number.

Validation Notes - display in blue. Notes relay information and do not prevent any bulk edit actions for any user.

Validation Errors - display in red. Errors prevent users from saving any changes or changing the state. Super Users can save any changes but not the state. Other users can only save changes to invoice numbers and labels, and the state will not be available for selection.

Validation Warnings - display in yellow. Warnings prevent users from changing the state but they can save all other changes. For Super Users, the warning is there to inform them but does not prevent any bulk edit actions. They are able to save any changes and change the state.

Processing Task Panel

  • Once the bulk edit starts, a Processing Tasks panel will appear on the right-hand side of the Dockets page.
  • Processing time depends on the number of dockets selected. Large batches may take several minutes.

  • You can navigate away from the Dockets Page while the task completes. When processing is completed, a notification will appear on the Processing Tasks icon (beside the menu button) to alert you.

  • Click the notification to view details of the completed bulk edit.

The following demonstration shows a supervisor using the bulk edit workflow to find and replace information in the Location and Cost Code fields, before Accepting the selected dockets.