Bulk changes to programs - removing tags, add to library, custom fields, etc
complete
Jenna Simard
Merged in a post:
Group Edits
S
Sherry Wong
Editing programs and data rather than going in to each program or behavior to add the change. An example is having to add a phase change line individually to each program/behavior. Another issue is adding tags to each program individually rather than creating a window that you can click to add programs to specific tags. (example: tag for centers can include [a, b, c, x, y, z] programs).
Jenna Simard
Merged in a post:
Remove tags and change status in Library
N
Nardeen Massoud
Jenna Simard
Merged in a post:
Mass Edit to Programs in Library
J
Jasmine Hernandez
Currently, when using the program library, bulk editing only allows for adding tags, but not removing them. This creates challenges when programs need to be updated, reorganized, or standardized across multiple clients.
It would be extremely helpful to have the ability to bulk edit programs in the library to:
- Remove or replace existing tags
- Update mastery criteria
- Adjust baseline settings
- Modify workflow settings
- Edit mastery criteria parameters across multiple programs at once
At the moment, each of these changes must be done program by program, which is time-consuming and increases the risk of inconsistency.
E
Erin Moran
updated the status to
complete
You now have the ability to bulk add/remove tags, assign a treatment area, and add/remove program data fields in the library and client program page.
Melanie Harper
Yes, bulk edits would be glorious, as would the ability to choose to auto-apply these changes to clients with the programs already on their plan.
The status was updated to
in progress
P
Penny Schenkkan
Yes! Bulk changes to Treatment Area, custom fields like Interventions to be Used (for CASP notes), and other custom fields, in both the Library and across selected clients