Change the Assignee or Owner to multiple data lines in bulk.
Change the Assignee or Owner to multiple data lines in bulk.
This guide provides step-by-step instructions on how to change the assignee or owner for multiple data lines in bulk on the North Star Carbon app. By following these instructions, users can easily update the assignee and owner for multiple data lines at once, saving time and effort. This can be done in bulk by site, reporting subcategory or across multiple unrelated lines.
1. Click "Enter Emissions Data"
2. Select how you want to view data lines to change in bulk.
Group By:
- Category/Source = update user within a source
- Site = update user across specific sites
- No Grouping = update user across sites and sources
3. For this example, we are updating "By site"
4. Click the "Select multiple lines" icon
5. Click this checkbox for the data lines you want to update.
Or you can click the top box to select all lines within that site/category.
Update Assignee
6. To update Assignee click on this icon.
7. Click the "Assigned user" field and select from the dropdown menu the user you want to Assign these data lines to.
Click "Yes" to save
Tip: Tip! For large organization, you can type the person's name and the list will automatically filter.
Update Owner
8. To update the Owner, click on this icon.
9. Click the "Owner" field and select from the dropdown menu the user you want to make Owner for the selected data lines.
Click "Yes" to save
Tip: Tip! For large organization, you can type the person's name and the list will automatically filter.
Remove A User in Bulk
10. Select the lines you want to update.
11. Select "Owner" or "Assignee" icon based on what you want to update.
12. Delete the name that appears and leave the line empty.
Click "Yes" to save.
Now the user will be removed from the selected data lines.
Verify Updates
13. The assignee/owner icon will now appear (or be deleted) for the lines that have been modified.
Made with Scribe
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