Bulk Actions

What are bulk actions?

Bulk actions were created with the intent of making it easier to assign multiple shifts 

How to Enter Bulk Action Mode: there are two ways to enter the bulk action mode:

1. Click ‘Multi-Select’ on an individual shift card
2. Using a keyboard shortcut,
   1. Mac OS: Hold Command key, click and drag over shifts
   2. Microsoft OS: Hold Control key, click and drag over shifts

Bulk Assign Shifts - this allows an RM  to assign multiple unpublished shifts to an individual. Both vacant and assigned shifts can be assigned through this action.

• Method 1: 
  • Click on the individual shift(s) to be duplicated in bulk
  • A black bar will appear on the bottom of your screen - click on the contact icon to select a clinician to allocate
    • A clinician’s name will be greyed out on this list if they have shifts at conflicting times
  • Click ‘Assign’ and ‘Apply Changes’
  • You’re done!
• Method 2:
  • Click and drag using the Command (Mac OS) or Control (Microsoft OS) to select the shifts to be duplicated
  • A black bar will appear on the bottom of your screen - click on the contact icon to select a clinician to allocate
    • A clinician’s name will be greyed out on this list if they have shifts at conflicting times
  • Click ‘Assign’ and ‘Apply Changes’
  • You’re done!

Bulk Delete/Withdraw Shifts

• Difference between ‘Withdraw’ and ‘Delete’ buttons
  • On unpublished shifts, there is a trash icon and ‘Delete’ is displayed. 
    • If an RM uses this function then the shift is deleted both on the frontend (RM web view) and the backend, meaning Lantum no longer hold a record of the shift in FEBE and are unable to view any history of the shift or restore it. 
  • On published shifts, there is a trash icon and ‘Withdrawn’ copy displayed. 
    • If an RM uses this function then the shift is deleted on the frontend (RM web view), however we can still view that the shift existed in the backend, it will have a status of ‘Withdrawn’ in FEBE and can be restored if required.

• What type of shifts can I bulk delete/withdraw? 
  • Bulk Delete = Unpublished shifts - both vacant or assigned. 
  • Bulk Withdraw = Published shifts - only vacant. 

• Who can use the bulk delete/withdraw feature? 
  • All PC and SC Rota Managers/Practice Managers. 

• What notifications are sent to Clinicians if bulk delete/withdraw feature is actioned? 
  • Bulk Delete - as per standard unpublished shift behaviour, no email or mobile notifications are sent to Clinicians. 
  • Bulk Withdraw - no email or mobile notifications are sent to Clinicians. 

• What are future updates that we may implement for this feature? 
  • Implement Bulk Delete for published assigned shifts. 
  • Implement email and mobile notifications for Bulk Withdraw (for published vacant shifts with applications against them) to inform users that a shift they had applied for has been cancelled.

Bulk Update Labels

• What type of shifts can I bulk update labels?
  • Unpublished shifts - both vacant or assigned. 
  • Published - both vacant or assigned. 
• What logic determines if the bulk update labels button is active on the Bulk Action bar? 
  • All shifts in the bulk selection must be assigned the same practice to enable bulk label updates.

• How does the checkbox function work on bulk labels? 
  • There are three states to the label checkbox - see image below. A RM can cycle through the states as needed - For example, if a checkbox is in the second state (line through the checkbox) First click: checkbox will be ticked Second click: checkbox will be unticked Third click: checkbox will have a line through it (i.e. it will be returned to its original state) 

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Getting further support

If you have any other queries regarding your Lantum account and getting set up, please get in touch with our Secondary Care Support Team at rota.support@lantum.com