Overview
Bulk Actions in your ObservePoint account provide a quick and efficient way to manage multiple Audits and Journeys, helping you maintain a clean and organized account. With Bulk Actions, you can make various changes, such as scheduling, customizing scan limits, adding tools, implementing rules, and organizing your data sources. It simplifies the process of handling multiple tasks in one go, ensuring smoother account management.
How to use Bulk Actions
To get started with Bulk Actions, you will want to select the box right next to the Data Sources text on the main page within ObservePoint to select all Data Sources, or you can select the box next to a folder, or a sub-folder to be more selective.
After you select the desired box, a yellow bar will show up with several options:
Scheduling
Setup
Standards
Organization
Scheduling - You can schedule and manage your Audits and Journeys in bulk with this tab.
You can do the following:
Run Now
Pause Scheduled Runs
Resume Scheduled Runs
Change Run Frequency
Stop & Discard Runs
Setup - You can customize Audit scan limits and add additional tools to your Data Sources here.
You can add the following:
Page Limit
Add Data Layers
Add File Substitutions
WEB JOURNEY SPECIFIC
Start Monitoring
Stop Monitoring
Standards - You can add Rules to your Data Sources and reprocess important data.
You can do the following here:
Assign Rule
Reprocess Consent Categories
Reprocess Rules
Organization - You can keep your account tidy and organized here.
You can do the following here:
Add Label
Move to Folder/Sub-folder
Remove Associated Labels
DELETE SPECIFIC
Delete Journeys/Audits
Delete Folders
Delete Sub-folders
Delete Labels
Conclusion
These features within ObservePoint are valuable tools for simplifying and streamlining account management. By enabling users to perform a range of actions on multiple Audits and Journeys at once, it enhances efficiency and organization. This feature is essential for maintaining a well-structured account, saving time, and ensuring that tasks are executed smoothly.