Start ad hoc jobs in bulk

Use the bulk feature when starting the same ad hoc job for multiple clients.

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

3. Select all required clients involved in this job.
4. Select the Start an ad hoc job icon .
5. From the Job drop-down, select an existing job.
6. Fill in the required criteria for the selected job — available options depend on the job selected.
7. Select Start job.