Coming Soon! Lasso Tool/Bulk Reassign Updates

In an upcoming release, we will have fundamentally updated how the Lasso Tool and Bulk Reassign to allow you to change the day of the week for "this and all following jobs". This article will cover what has changed and how to use ServiceCore's updated Bulk Reassign capabilities. 

What's Changed?

Previously, in the OLD workflow, when you went to bulk reassign jobs either from the Lasso Tool on the Map view, or from the "Reassign" option under the driver menu, the selected jobs were grouped by job type.

In the NEW reassign workflow, jobs are grouped by repeat series. You will now see the familiar workflow for updating a repeat series like what you see when creating or editing an repeat job on the Job Details Page. Now you are able to apply these changes in bulk, set a new start date, and apply the changes to "this and all following jobs".

How to use Bulk Reassign from the Map View?

1. Click on the Lasso Tool icon
2. Select the jobs you wish to update
3. Decide if you want to update just one job or all jobs in the future
   1. If you are updating "Only This Job:
      1. Select the date you want to change the jobs to
      2. Change technician (if desired)
      3. Scroll to the bottom of the pop-up and select "Only this Job"
      4. Click "Reassign"
   2. If you want to update "This and All Following Jobs"
      1. Review each repeat series
      2. Ensure the "From" date is at least as far in the future as the "To" date at the top
      3. Make sure the "Every" frequency is correct
      4. Update the day(s) of the week you would like the job to occur
      5. Repeat this process for each Repeat Series
      6. Select "This and All Following Jobs"
      7. Click the "Reassign" button

How to Use Bulk Reassign from the Schedule Day View?

1. Hover over the ... next to the Driver name for the jobs you wish to Reassign
2. Click "Reassign" from the menu
3. Decide if you want to update just one job or all jobs in the future
   1. If you are updating "Only This Job:
      1. Select the date you want to change the jobs to
      2. Change technician (if desired)
      3. Scroll to the bottom of the pop-up and select "Only this Job"
      4. Click "Reassign"
   2. If you want to update "This and All Following Jobs"
      1. Review each repeat series
      2. Ensure the "From" date is at least as far in the future as the "To" date at the top
      3. Make sure the "Every" frequency is correct
      4. Update the day(s) of the week you would like the job to occur
      5. Repeat this process for each Repeat Series
      6. Select "This and All Following Jobs"
      7. Click the "Reassign" button

Good Things to Know

• If you change the "To date" at the top of the pop-up window, you will need to make sure the "From date" is after the new "To date" for all job series below.