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Bulk Triggering Workflows

Lindsay B.
  • Updated

Bulk Triggering allows you to assign the same work to multiple buildings, units, or assets at the same time by triggering separate Workflows for each item.

You can schedule Workflows to be triggered on a regular basis or trigger workflows manually when unexpected events arise. For example, you can schedule annual grounds inspections across your entire portfolio, or you can manually trigger a workflow for snowstorm preparations for specific buildings when it's needed.

How to Bulk Trigger on Workflows

Bulk Triggering works in a few different ways. You can set up Workflows to trigger en masse when you first create a Workflow as a way to enforce a standard operating procedure through scheduling. This method should be used when you want to schedule work based on frequency like an annual grounds inspection.

Alternatively, you can trigger bulk Workflows manually whenever you need them. This method should be used to assign bulk work that can't be scheduled like storm preparation. 

InCheck Best Practice
  • Use Bulk Triggering to schedule simultaneous work (like annual inspections) across your portfolio
  • Make sure you have Standard Operating Procedures in place for unscheduled events, like storms, so you can manually bulk trigger Workflows when they're needed

 

To include bulk triggering as a part of a Scheduled Workflow:

  1. Click the circular icon (the one that contains your initials or your picture) in the upper right-hand corner
  2. Click Company
  3. Click Workflow Library
  4. Click Create a Workflow and follow the instructions outlined here.
  5. On the Automation Tab:
    1. Switch the toggle to Schedule
    2. Select the frequency of the Workflow (how often it should be triggered)
    3. Select the scope of the scheduled Workflow:


InCheck___Standard_Operating_Procedures___Pine_Management__Inc_-3.png

      4. Select the scope of the scheduled Workflow:

InCheck___Standard_Operating_Procedures___Pine_Management__Inc_.png 

  • All Properties: This means the scheduled Workflow will be triggered for all properties in your portfolio
  • Groups: This means the scheduled Workflow will be triggered for the selected Property Groups
  • Specific Properties: This means the scheduled Workflow will be triggered for the selected properties.

Click Create

To bulk trigger a Workflow manually: 

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  1. Click the orange plus sign at the top of the page
  2. Click Trigger Workflow
  3. Click Select next to the Workflow you'd like to trigger
  4. Select the scope of the scheduled Workflow:
    • All Properties: This means the scheduled Workflow will be triggered for all properties in your portfolio
    • Groups: This means the scheduled Workflow will be triggered for the selected Property Groups
    • Specific Properties: This means the scheduled Workflow will be triggered for the selected properties.
       
  5. Click Next
  6. Click Trigger Workflow