Actions can be taken on multiple Onboarding Requests at once using the Batch Actions on the display grid in the Onboarding area.
Multiple Onboarding Requests can be selected one by one by clicking the checkboxes on each row, or all Onboarding Requests can be selected at once by selecting the checkbox in the header row of the display grid.
Batch Actions
Send Requests
Multiple Onboarding Requests can be Sent at once. Onboarding Requests must be in Draft status to be Sent with Batch Actions.
Approve Requests
Multiple Onboarding Requests can be Approved at once. Onboarding Requests must be in Submitted status to be Approved with Batch Actions.
Cancel Requests
Multiple Onboarding Requests can be Canceled at once. Onboarding Requests must be in Draft, Pending, Viewed, In Progress, or Submitted status to be Canceled with Batch Actions.