Moving Evidence in Bulk within a Self-Study
We are improving evidence management in the self-study module with new bulk file management features. This update enhances the previously introduced Folders functionality, making it easier to organize, share, and delete multiple files at once.
To get started with bulk file management click into a Self Study > Manage Evidence and select multiple files by clicking the checkbox next to each one.
The control panel for bulk actions—Move, Assign, Share to Standards, and Delete—appears only when multiple files are selected. The control panel also shows the number of selected files.
Bulk File Transfer: Effortlessly move multiple files from one folder to another, or from the All Files area to a specific folder. This makes organizing your files faster and more intuitive, ensuring everything is where it belongs. This can be done by clicking Move in the control panel and by selecting a folder listed in the dialogue box.
Bulk Deletion: Select and delete multiple files at one time. This eliminates the need for repetitive actions, helping you manage storage and reduce clutter with ease.
Bulk Assignee Assignment: Assign multiple files to a single assignee in a streamlined process. The assigned user will receive a notification email with a detailed list of all the assigned files, ensuring clear communication and accountability.
Note: Please note that the Assignee will not be added to any Link type or Planning report type of evidence selected.
Bulk Sharing to Standards: Share multiple files with specific standards in one simple step. Click the checkbox next to each standard that needs to be shared. Click Share with Standards.
Note: When sharing files with standards, any existing evidence within the standard will be replaced with the newly shared files.
Restricted Multi-Selection in Archive Self-Study: To maintain data integrity and avoid accidental changes, the Archive Self-Study area restricts users from making multiple file selections.
Formatting a Mission Statement
A text editor with formatting capabilities is now available in the Mission Statement area. This update enhances the editing experience for leads and administrators by providing a set of formatting options to customize and improve the presentation of mission statements.
The new text editor introduces a range of formatting tools that allow users to style their text effectively. Available options include bold, italic, and underline for text emphasis, along with font styles and paragraph formatting. Users can adjust alignment, add indentation, and create both ordered and unordered lists for structured content. Additionally, the editor supports hyperlinks and includes essential tools like undo, redo, and clear formatting to provide flexibility and ease of use.
To streamline the editing process, these formatting options are also available in the Create Revision section. Users can maintain a consistent style when revising their mission statements, and any formatting changes will be reflected in the Revision History section.