Using batch actions to perform bulk updates in the Rotas module

It's sometimes the case that a User wants to 'bulk change' a selection of records, or even all records. Batch actions is a feature that enables users to do just that. Each module in ChurchSuite has its own 'batch action' functionality, with further batch actions planned for the future.

In this article we explore the batch actions currently available in the Rotas module. See the related article for batch actions available in the other modules.

Rotas

Within the Rotas section of the Rotas module, selecting one or more rotas will reveal the Actions menu, allowing a user to perform batch actions on the selected rotas.

Batch actions include: Edit [rota] and Delete [rota]

Rota Edit batch actions opens a pop-up window where you can select which rota Details you wish to batch edit - the service, rota serving time, viewing order, rota status and sign-up settings. A list of selected rotas that will be edited is also shown.

For each of the rota Details, ticking any checkbox will expand the options for that setting. Select as appropriate.

Once you have edited the desired setting(s), type I CONFIRM and click the Edit button to process the batch changes to each selected rota.

Teams

When viewing a ministry's "View" page and working within the Teams tab selecting one or more team members will reveal the Actions menu (and inline role editor), allowing a user to perform batch actions on the selected team members.

Batch actions include: Send email, Send SMS and Remove

Services

Within the Services section of the Rotas module, selecting one or more rotas will reveal the Actions menu, allowing a user to perform batch actions on the selected services.

Batch actions include: Delete [service]

Ministries

Within the Ministries section of the Rotas module, selecting one or more ministries will reveal the Actions menu, allowing a user to perform batch actions on the selected ministries.

Batch actions include: Edit and Delete [ministry]

Ministry Edit batch actions opens a pop-up window where you can select which ministry Reminders you wish to batch edit - email and SMS reminders. A list of selected ministries that will be updated is also shown. For each rota reminder type, ticking the checkbox will expand the options for that setting. Select as appropriate. Once you have edited the desired settings, type I CONFIRM and click the Save button to process the batch changes to each selected ministry.

Ministry Notes report

Within the Rotas module's Reports section, the Ministry Notes report includes batch actions for deleting ministry notes.

Batch actions include: Delete

Service Notes report

Within the Rotas module's Reports section, the Service Notes report includes batch actions for deleting ministry notes.

Batch actions include: Delete

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