Bulk performing multiple checklists
Bulk performing of checklists allows you to execute multiple checklists at the same time. That can be a time saver if you have 100s of VAV boxes, and you can do the testing from the BMS station.
There's only two requirements for bulk performing:
Your project role must be `Manager`or Admin
The checklists must have the same template imported
Go for the Menu and active the bulk-editing toolbar. Now select the Bulk work.
You just need to select one (1) checklist. The system will automatically find other checklists with the same template!
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When the bulk editing mode is enabled the 3 main differences are:
Click on PASS/FAIL/NA will execute that command for all the checklists.
Clicking the underlying yellow line opens this line item for all the checklist. That allows you to FAIL 1 and PASS 9.
The bottom yellow bar provides a detailed overview of all the checklists including the number of PASS and FAILS across them.

There's only two requirements for bulk performing:
Your project role must be `Manager`or Admin
The checklists must have the same template imported
Activating the bulk performer
Go for the Menu and active the bulk-editing toolbar. Now select the Bulk work.
You just need to select one (1) checklist. The system will automatically find other checklists with the same template!

Performing the checklists
When the bulk editing mode is enabled the 3 main differences are:
Click on PASS/FAIL/NA will execute that command for all the checklists.
Clicking the underlying yellow line opens this line item for all the checklist. That allows you to FAIL 1 and PASS 9.
The bottom yellow bar provides a detailed overview of all the checklists including the number of PASS and FAILS across them.

Updated on: 12/30/2024
Thank you!