This article applies to everyone
My Reports within RecoveryConnect allow you to complete bulk actions easily. This comes in handy when changing a field agent on a group of cases or you want to make the same update on multiple cases.
Step 1: From the home screen click on My Reports
Step 2: Fill out the filters you want, then Run Report
Note: This example will show how to change a field agent in bulk
Step 3: After the report has been run you can select the cases you would like to change by marking the boxes to the left of the case
Note: If you select the top box it will highlight the ones below it.
Step 4: Select your change type from the drop-down list under Bulk Update
Step 5: Fill out the pop-up with the change and click Change Case Worker
Step 6: Confirm you want the change by clicking Do Bulk Action
