Plan milestones and submissions in bulk

The Bulk work area to includes a Planning tab that replicates many of the features of the study home page Planning tab but allows users to plan study level milestones and submissions, including discontinue and reinstate milestone actions, across studies.

To discontinue or reinstate uncompleted milestones in the Bulk planning area, you must have a business role with "Enable user to discontinue milestones" permission.

1. Click Bulk work in the top navigation bar.
2. Click the Planning tab.
3. Filter the list by study, country, and or sites.
4. Use the Item: and Show: drop-down lists to refine the milestones or submissions displayed in the grid. You can also search for a specific study, country, PI, site, institution, or milestone.
5. In the resulting list, select the item(s) you want to plan by clicking the check boxes to the left of the item(s).
6. The selected items display in a panel at the top of the page. Use the options in the Actions column to edit the item, view a note, or show/hide the item on the milestone timeline. You can also option the item modal by clicking the item's hyperlink.
7. For milestones: In the What would you like to do in bulk? area, choose Planned milestone dates, Suggested dates, or Discontinue milestones. If you choose to plan dates, select the new dates from the calendars. If you choose to use Suggested dates, check the Apply suggested dates check box. If you choose to discontinue, Select a reason for discontinuing. After completing your chosen bulk action, click Done.
8. For submissions: In the What would you like to do in bulk? area, select Initial submission and/or Final approval dates, and click Done.