Bulk Operations

This guide explains how to perform group operations on cuidadoras.

Overview

Bulk operations allow you to:

• Modify the status of multiple cuidadoras
• Generate grouped payment slips
• Export filtered lists
• Send grouped notifications

Available Actions

Action	Description	Permission
Modify status	Change status of multiple CWs	ROLE_USER
Generate payments	Create monthly slips	ROLE_USER
Export	Download a list	ROLE_USER

Bulk Status Modification

Access

1. Go to Cuidadoras > List
2. Select the concerned cuidadoras (checkboxes)
3. Click Actions > Modify status

Selection

You can select:

• Individually: Check each cuidadora
• All: Check "Select all" at the top of the list
• By filter: Apply a filter then select

Applicable Statuses

Status	Description
Active	Activate
In training	Mark as in training
Suspended	Temporarily suspend
Inactive	Mark as inactive

Execution

1. Select the cuidadoras
2. Choose the new status
3. Confirm the action
4. A message indicates the number of modifications made

Result: 15 community workers updated

Bulk Payment Generation

Access

1. Go to Cuidadoras > Payments
2. Click Generate monthly slips

Parameters

Parameter	Description
Year	Reference year
Month	Reference month
Region	Optional - Filter by region
Base salary	Default base amount

Result

The system generates a slip for each cuidadora with:

• Status "Active"
• Contract type "Contracted"

Result: 45 payment slips generated
        5 cuidadoras ignored (volunteers or inactive)

Data Export

Export Types

Format	Description
CSV	Comma-separated text file
Excel	Microsoft Excel file (.xlsx)
PDF	Printable PDF document

Exportable Data

• Cuidadoras list
• Activity reports
• Payment slips
• Certifications

Procedure

1. Apply desired filters
2. Click Export
3. Select the format
4. Download the file

Available Columns (Cuidadoras List)

Column	Description
Code	Unique code
Full name	First and last name
Gender	M or F
Phone	Contact number
Email	Email address
Contract type	Volunteer or Contracted
Status	Current status
Region	Assigned region
Sector	Assigned sector
Locality	Assigned locality
Recruitment date	Start date

Advanced Filters

Before performing a bulk action, you can filter the list:

Filter	Options
Search	Name, first name, code, phone
Status	Active, In training, Suspended, Inactive
Gender	M, F
Contract type	Volunteer, Contracted
Region	List of regions
Sector	List of sectors
Locality	List of localities

Verification Before Action

Before executing a bulk action:

1. Verify the filter: Ensure only concerned cuidadoras are selected
2. Count: Verify the number of selected rows
3. Confirm: Confirmation is requested before execution

Action History

Each bulk action is tracked:

Information	Description
Date	Date and time of action
User	Who performed the action
Type	Action type
Count	Number of affected elements

Limits

Action	Limit
Status modification	100 cuidadoras max per action
Payment generation	All eligible cuidadoras
Export	10,000 rows max

Best Practices

:::tip Recommendations

1. Test first: Test on a few elements before a bulk action
2. Filter precisely: Use filters to target exactly
3. Check the count: Confirm the number before executing
4. Document: Note important actions performed
5. Off-peak hours: Prefer bulk actions outside peak hours :::

Common Use Cases

Temporary Suspension of a Region

1. Filter by region (e.g., "Oio")
2. Select all cuidadoras
3. Change status to "Suspended"
4. Confirm

Monthly Payment Generation

1. Go to Payments
2. Select month/year
3. Click "Generate"
4. Verify the number of slips created

Export for Report

1. Apply filters (e.g., status "Active")
2. Click Export > Excel
3. Use the file for the report

Common Errors

Error	Cause	Solution
"No selection"	No checkbox selected	Select at least one cuidadora
"Limit exceeded"	Too many elements	Reduce the selection
"Action not authorized"	Insufficient permission	Contact administrator