Changing Many Visits at Once

When a technician is away, a storm is coming, or a client cancels a week, you can change many visits at once. Tick them on the Reports/Tasks list, then pick Reassign, Move or Remove.

You need to be an Admin or Full Access user.

Step A: Pick the visits

1. Go to Reports/Tasks. Stay on the Pending tab.
2. Narrow the list if you like: use Report, Task, From, To or Search.
3. Tick the box on each visit you want.

A bar appears above the list with your choices.

To pick a whole page, tick Select all on this page. To pick every visit that matches your filters, then click Select all … matching. You can pick up to 500 visits at a time.

Step B: Give the visits to someone else (Reassign)

1. Click Reassign.
2. In Assign to, choose the person.
3. Click Reassign.

Each visit keeps its day and time. Only the person changes.

Step C: Move the visits to another day (Move)

1. Click Move.
2. Choose one:
   • To a date: every visit goes to that day.
   • By a number of days: each visit moves forward (for example 2) or back (for example -2).
3. Check the line that shows the first visit’s old and new day.
4. Click Move.

Each visit keeps its time of day. You can only move visits to today or a later day.

Step D: Take the visits off (Remove)

1. Click Remove.
2. Read the message, then click Remove.

A visit from a schedule is not made again later. A visit you added by hand is deleted.

If some visits were not changed

Some visits are always left as they are. When that happens, a list shows each one and the reason, for example:

• In progress: someone has already started it.
• Managed in MQA (or SC): the visit is in MonitorQA or SafetyCulture. Change it there instead. This applies to Reassign and Move.
• No longer open: it was completed or removed meanwhile.
• Client in residence that day: see Good to know.

The visits you can fix stay ticked, so you can try again.

A technician is leaving: move all their schedules

This gives every schedule of one technician, and their open visits, to someone else.

1. Go to Scheduling and click the List tab.
2. In the Technician box, pick the person who is leaving.
3. Click Reassign … schedules.
4. In Assign to, choose the new technician.
5. Click Reassign.

Only the schedules showing in the list change. Use Property or Search first if you want fewer.

This resets moved visits

Changing a schedule makes its open visits again. Any visit of that schedule you moved by hand goes back to its schedule day.

Good to know

• Only open visits. Completed reports are never changed or removed here.
• Editing a schedule undoes moves. If you later edit a schedule, visits you moved here go back to their schedule days.
• In Residence: if you move a visit onto a day the client is in residence, the visit goes on hold for that stay. It comes back if the stay is shortened or removed. See In Residence.
• Firm times: the Move box lists visits with a firm time with the client. They keep their time; only the day changes.
• MonitorQA and SafetyCulture: visits linked to those apps can be removed here, but not reassigned or moved.

FAQ

Does the technician get a notification for every visit? No. If they have assignment alerts turned on, they get one notification for the whole group, like “12 new assignments”. See Assignment Alerts on the Phone.

Does moving a visit tell my client? No. Moving or reassigning a visit does not send the client anything.

Can I mark many visits complete at once? No. Each report or task is completed on its own.

Can I undo a Remove? No. Add the visit again by hand if you need it back.

Does the technician’s phone update? Yes. The changes show in the mobile app once the phone syncs.