The Bulk Reassign tool in ServiceCore has been updated to make it easier to change the date of jobs in a series, whether you’re reassigning just one job or all future jobs in a repeat series. This article will guide you through the new process for using the Lasso Tool on the Map View and reassigning jobs from the Schedule Day View.
What's Changed?
In the updated workflow, jobs are now grouped by repeat series instead of job type. This change allows you to update a repeat series in bulk, similar to the process for creating or editing repeat jobs on the Job Details page. You can now easily update the start date and apply changes to "This and All Following Jobs."
How to Use Bulk Reassign from the Map View
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Click on the Lasso Tool Icon
Use the Lasso Tool on the Map View to select the jobs you want to update. -
Select the Jobs You Wish to Update
Draw around the jobs on the map that you want to reassign. -
Choose Your Update Option:
- If you want to update Only This Job:
- Select the new date for the job.
- Change the technician if needed.
- Scroll to the bottom of the pop-up and select "Only This Job".
- Click "Reassign" to save your changes.
- If you want to update This and All Following Jobs:
- Review each repeat series listed in the pop-up window.
- Ensure the From date is later than or matches the To date at the top.
- Check that the Every frequency is correct (e.g., weekly, biweekly).
- Update the days of the week the jobs should occur.
- Repeat this for each repeat series in the list.
- Select "This and All Following Jobs".
- Click "Reassign" to apply your changes.
- If you want to update Only This Job:
How to Use Bulk Reassign from the Schedule Day View
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Hover Over the ... Next to the Driver’s Name
Find the driver whose jobs you want to reassign and hover over the three dots. -
Click "Reassign" from the Menu
This will open a pop-up window with the reassign options. -
Choose Your Update Option:
- If you want to update Only This Job:
- Select the new date for the job.
- Change the technician if needed.
- Scroll to the bottom of the pop-up and select "Only This Job".
- Click "Reassign" to save your changes.
- If you want to update This and All Following Jobs:
- Review each repeat series listed in the pop-up window.
- Ensure the From date is later than or matches the To date at the top.
- Verify that the Every frequency is set correctly (e.g., weekly, biweekly).
- Update the days of the week the jobs should occur.
- Repeat this process for each repeat series in the list.
- Select "This and All Following Jobs".
- Click "Reassign" to save the changes.
- If you want to update Only This Job:
Important Tips
- When changing the To date at the top of the pop-up window, make sure that the From date for each series is not earlier than the new To date.
- If you change the frequency (like switching from weekly to biweekly), double-check that the updated schedule fits your needs before finalizing the reassignment.
- Changes made using "This and All Following Jobs" will affect all jobs in the series that occur on or after the selected date.