Bulk Action Items (or Action Share) are a quick and easy way to add an action item to multiple assets at once. Particularly useful where you have a large number of assets requiring the same maintenance activity (eg. Clean, Inspection, etc) to be undertaken on a single day and assigned to one user.
To perform a bulk action share go to the left hand navigation panel and click on the 'Action Share' link.
From there choose which report type you wish to create.
Then select which assets you would like to create the action item for.
Tip: Only those assets that have correct fields completed and/or are active will be able to selected. You may need to complete an asset profile if your asset/s are missing critical information on their asset profile to assign and complete a report type.
You can also click on the plus (+) button next to the report type dropdown field and open up other type of filter criteria to assist with your selection of assets to be added.
Once you have selected the report type and all the assets you require you can go about completing the action item as you normally would when by a creating a single asset action item
Be sure to assign the correct date it is to be performed, to which user is to carry out the action item and any further notes of communication in the description field. When you are finished, click save and your action items are saved ready to be completed by the assigned user accross all the assets you have selected.