Client Portal: Bulk Schedule Changes

This is a great way to edit multiple work assignments in one place quickly.

1. Once logged into the client portal, click on the drop-down arrow next to the blue calendar labeled ”Assignments” on the left-hand side.  

   2. After clicking on the drop-down arrow, select the Assignments option.

    3. From here you can see filtering options such as Location(s), Security Provider(s), Position(s), Status, State, and City.

To quickly select multiple  Location(s), Security Provider(s), and Position(s) you can start entering information and then select the orange toggle next to the text box to select all options. 

When finished filtering click on the blue magnifying glass to search.

    4. You can now use the Quick Filter search bar above the assignments. Simply type a keyword in (such as Armed) to further filter your options. 

5. When all the filtered assignments are displayed, click on the check box next to the desired assignments or click the check box above to select all. 

    6. Click the blue Editoption above Location Name to edit the selected assignments. This will bring a popup box showing the selected locations and a drop-down menu of fields to edit. Make the selection and click the blue Nextto continue. 

    7. When options Schedule and Schedule End Date are selected, it will edit all selected assignment schedules. 

Start by selecting Schedule Start Date clicking the calendar iconand choosing the correct date. Select if the Schedule is ongoing or has a Termination date by toggling the check mark boxnext to Ongoing. Fill in the Termination date and time if needed.  (Reminder, all hours in this system are in military or 24-hour time.) 

    8. The hours and days can be edited under Week Schedule. Select the days by toggling the switchnext to the desired days and enter the start and end times. 

As stated in the yellow Schedule Override box, when a switch is toggled but hours are not entered, it will remove all schedules for that day on all selected locations. 

    9. To add rotating weeks, select the plus button on the desired days and add the desired hours.

    10. When finished, click Submit. Note that it will notify all vendors that the schedules have been updated.