See also: Operations Table

Editing Operations

Users can edit estimate operations directly from the Operations table, without having to open each operation. APPROVAL STATUS, LABOR TIME, COMPLAINT DESCRIPTION, SKILL LEVEL, PRICE CODE, and SOURCE OPCODE fields are all editable directly in the table. Parts, Technician Stories, Cause, Correction, Additional Charges, and Additional Notes remain editable by clicking into each line item.

Selecting the pencil icon in the ACTIONS column opens all editable fields, allowing users to enter and edit the operation details.

After editing any editable field, the SAVE button will become active, allowing users to save their updates.

Bulk Actions

In addition to editing individual operations in the new Operations table, users can also perform bulk actions, such as setting approval status, updating labels, specifying repair reasons, scheduling, and deleting operations in a single action.

After selecting the main checkbox in the header of the Operations table, or any of the individual checkboxes next to the operation description, the Bulk actions will become active, enabling users to choose them.

After selecting an action,

users will receive a loading message in the Operations table,

and then the updated operations shortly afterward.