Update Multiple Observations

You use the Bulk Edit feature to apply the same updates to multiple observations in one operation. You can reallocate, close, or reopen observations, and add comments using this feature.

To update multiple observations:

1. Navigate to the project.
   You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the Personal Zone.
2. Click the Observations tab.
   If the Observations tab is not visible on the header band, click more to display additional menu items.
3. Click Search.
   If many results are returned, you can apply one or more filters, such as allocated contact, status, observation type, and so on.
4. Select the check box of each observation that you want to update.
   Alternatively, to select all observations in the search results, select the check box on the header row.
5. Click Bulk Edit.
6. On the Bulk Edit window, use the Edit Action list to select the action that you want to perform.
7. Use the fields that display for the chosen action to enter the required information.
8. Click Save Changes.