Q: Batch edit, what is it? How do I use it? (PlatinumPlanner.com)

This article was published in our February 2014 Newsletter, by Ryan Krebs, PlatinumPlanner.com Customer Advocate

Q: Batch edit, what is it? How do I use it?

Batch edit is a newer feature that allows users to make mass edits/deletions. The mass edit button can be found within the Teacher role, on the My Opportunities page in the upper right hand corner (to the left of the create new opportunity button). To begin, click on the batch edit button. You will then be directed to a screen where you will have the option to choose which batch of opportunities you would like to edit. Once you have chosen the batch, click on the opportunity batch id number. You will then be brought to the editing options page. You will notice there are multiple tabs that you can sort through to make your desired changes. You have the ability to make changes to all opportunity settings (dates, times, locations, classes etc.) you also have the ability to mass delete a batch of opportunities. To mass delete select the delete tab, you will then see a list of all opportunities that are available to delete. Keep in mind you only have the ability to delete opportunities that do not have students in them. If you would like to remove an opportunity with a student in it, you will first need to remove the student.