Bulk Operations

EQMS supports bulk operations across several modules, allowing you to perform actions on multiple records simultaneously. This reduces repetitive work when managing large volumes of documents, CAPAs, training assignments, or signature requests.

Bulk Operations Panel

The Bulk Operations Panel appears automatically when you select multiple items in a list view. It displays the number of selected items and provides action buttons appropriate to the resource type.

Available Actions by Resource Type

Action	Documents	Deviations	CAPAs	Audits
Approve	Yes	—	—	—
Reject	Yes	—	—	—
Update Status	Yes	Yes	Yes	Yes
Delete	Yes	Yes	Yes	Yes
Assign Training	Yes	—	—	—

Bulk Approve (Documents)

Select multiple documents pending approval, then click Approve Selected. All selected documents are processed in a single operation. The panel shows a progress indicator and reports how many documents were approved versus how many failed.

Bulk Reject (Documents)

1. Select documents and click Reject Selected.
2. Enter a rejection reason in the text area that appears (required).
3. Click Confirm Reject to process.

Bulk Status Update

Available for documents, deviations, CAPAs, and audits:

1. Click Update Status.
2. Enter the new status value.
3. Click Update Status to apply to all selected items.

Bulk Delete

1. Click Delete Selected.
2. Confirm the deletion in the confirmation dialog.

Caution

Bulk deletion is permanent and cannot be undone. A confirmation dialog shows the exact number of items that will be deleted.

Progress Tracking

Bulk operations run as background jobs. The panel polls for status updates and shows:

• Progress percentage with a visual indicator
• Status badge (pending, in progress, completed, failed)
• Error details if any individual items failed, listing the resource ID and error message

Bulk Author Reassignment

Available from the Documents list when multiple documents are selected. This operation reassigns the document author for all selected documents to a new user.

1. Select documents in the list view.
2. Open the Bulk Reassign Author modal.
3. Search for and select the new author by name or email.
4. Click Reassign Author.

The modal shows how many documents will be affected.

Note

The new author must be an existing user in the system. Use the search field to find them by name or email address.

Bulk CAPA Action Assignment

From a CAPA detail page, you can assign multiple CAPA actions to a single user at once:

1. Open the CAPA and navigate to the actions list.
2. Open the Bulk CAPA Action Assignment modal.
3. Select a user from the user selector.
4. Check the actions you want to assign (each shows its current assignment and status).
5. Click Assign Actions.

Bulk Signature Requests

Request electronic signatures from multiple users for a single resource:

1. Open the Request Bulk Signatures modal from the Signatures page.
2. Select the resource type (Document, Deviation, CAPA, or CAPA Action).
3. Enter the resource ID.
4. Choose the action (Approve, Complete, or Sign Off).
5. Select multiple signers using the user search.
6. Click Request Signatures.

All selected users will receive a signature request for the specified resource.

Tip

Bulk signature requests are particularly useful for documents that require review and approval from an entire quality team or cross-functional group.