How to alter tasks in bulk

Administration › Alterations › Alter Tasks lists tasks across your sites — responsibility, start, end, frequency, interval, assets and days before / after — so you can change many at once.

Steps

1. Filter the list and tick the tasks. Extract downloads the list.

2. Pick the change:

   • Responsibilities — move them to another responsibility title (or add a new one).
   • Start Date / Finish Date.
   • Change Day of Month — the day a monthly task runs (up to the 28th).
   • Shift Planned Task — moves the next planned date past a date you choose.
   • Days Before / Days After — the window for entering results.
   • Frequencies — frequency and interval.
   • Activate Tests / De-Activate Tests — every test on the task.
   • Replicate — copy a task’s locations to another task from a PPM list.

3. Then click Run Schedule to re-plan the selected tasks. BRS first checks for missed visits — nothing is saved while checking — and shows them by site and task. Run them all, or only the tasks with no missed visits.