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Bulk Actions in the QM Evaluation List enable managers and evaluators to update multiple evaluations simultaneously, saving time when working with large volumes. Two actions are available:

• Reassign: Change the evaluator for multiple evaluations in a single step.
• Approve AI-Evaluations: Mark multiple AI-scored evaluations as Completed at once.

Selecting Evaluations

1. Go to Quality Management → Evaluation List.
2. Use the checkboxes to select one or more evaluations. (Selection is limited to evaluations on the current page.)
3. A bulk action bar appears at the top of the list, showing how many evaluations are selected and how many are eligible for each action.

Reassign

1. Select the evaluations you want to reassign.
2. Click Reassign.
3. In the modal, choose a new evaluator and confirm.
4. The system reassigns all eligible evaluations (status: To Do or Draft) and skips any that are not eligible.
5. A result message confirms how many evaluations were reassigned and how many were skipped.

Approve AI-Evaluations

1. Select the evaluations you want to approve.
2. Click Approve AI-Evaluations.
3. Review the confirmation message, which shows how many evaluations will be updated.
4. Confirm the action.
5. The system marks eligible evaluations (status: AI Scored) as Completed and assigns them to you.
6. A result message confirms how many evaluations were approved and how many were skipped.

Notes

• The Reassign button is only enabled when at least one selected evaluation is in To Do or Draft status.
• The Approve AI-Evaluations button is only enabled when at least one selected evaluation is in AI Scored status.
• Evaluations in other statuses are automatically skipped — no action is taken on them.

Who Can Access It

Users with the Evaluation - Edit or Evaluation - Reassign permission can use bulk actions in the QM Evaluation List.