Power Tools

Power Tools allow you to bulk update profiles based on the list of participants you created using the list builder.

In this article:

• Bulk Review Status

• Bulk Tags

• Assigning and Revoking Roles

• Bulk Health Log Entries

 

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Bulk Review Status

Sometimes you may want to update the review status for multiple profiles at once (e.g. camper or student check-in).

To update reviews in bulk, first filter for the desired group in the List Builder. Then navigate to Update Reviews in the Power Tools tab.

Select the Status for each review type from the drop-down menu, and click the Update button.

 

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Bulk Tags

To update tags in bulk, first filter for the desired group in the List Builder. Then navigate to Update Tags in the Power Tools tab.

Select or enter a Value for each tag, and click the Update button.

 

 

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Assigning and Revoking Roles

Permissions allow you to grant and limit access to people and processes in your account. Roles consist of a set of permissions, and they can be assigned to one provider or many providers. A provider must be assigned a Role in order to access an organization’s account.

To assign or revoke a Role:

1. In the Default List box, select Providers (current) to filter for Providers in the List Builder.
   • Important: Roles can only be assigned to Providers.
2. In the right column, in the menu, click POWER TOOLS.
3. In the submenu that appears, click MANAGE PERMISSIONS.
   
   
   
   
4. In the middle column, check the box(es) to select the providers to whom you want to assign a Role.
5. In the Select a Role box, select the Role that you want to assign. A list of the permissions being assigned and the providers receiving the Role will appear.
   • Note: To learn about creating Roles, see this article.
6. Do one of the following, depending on whether you want to assign or revoke a Role:
   • To assign a Role, click the GRANT button.
   • To revoke a role, click the REVOKE button.

 

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Bulk Health Log Entries

Whether it is a scheduled lice or tick check or something is going around, you can now update Health Log Entries for multiple profiles at the same time!  It is important to note that Health Log Entries will be created for all of the profiles that you filter for in the List Builder, and these entries cannot be removed.

You must use a Health Log Template to create bulk Health Log Entries. To create or edit available templates, please visit the Templates section of the Health Log. You can use this link to learn more about creating Health Log Templates.

To create bulk Health Log entries:

1. In the Menu, click Profiles.
2. Filter for the profiles you need in the List Builder.
3. (Optional) In the Profiles List, check the boxes to select individual profiles if you want to update a more specific group.
4. In the right column, in the menu, click POWER TOOLS.
5. Click HEALTH LOG ENTRIES. The Provider box will automatically populate with the name of the provider creating the entries.
6. In the Template box, select the template that you want to apply.
7. (Optional) Adjust the date and time of the Health Log Entry if necessary.
8. Click the SUBMIT button.
9. In the ADD HEALTH LOG ENTRIES window that appears, click the OK button.
10. In the Success window that appears, click the GO TO HEALTH LOG button to view your entries.