That standard for every non-excluded company in the loaded scope.
Search companies… does not limit a column action. Companies hidden by the search are still changed. The company selector at the top of the app sets the loaded scope. Excluded companies are skipped by column actions.
Right-click the company name, or click the three-dot button beside it. The menu header shows the company name and Mark all standards as.
4
Choose a status
Pick Mark Deployed, Mark In Progress, Mark Not Started, Mark N/A or Mark Declined. A toast reads Updated followed by the number of entries.
5
Review the row
Check the whole row, then open a few linked Planner items.
This covers optional standards and members of 1 of N categories too. It skips standards that do not apply to the company because of a device platform or company field rule. The row menu cannot choose a deployment option per standard. Set options one cell at a time afterward.An excluded company can still be changed from its row menu while it is shown.
In Global View, the change covers every loaded company. Confirm that is what you want.
2
Open the column menu
Right-click the standard’s column header. Or focus the header with the keyboard and press Enter or Space.
3
Check the heading
The menu shows the standard name and Mark all companies as.
The column menu says Mark all companies as. Company search does not narrow it.
4
Choose a status or option
Pick a status. If the standard has configured options, you can pick one option instead. That marks every affected company Deployed with that option.
5
Review the results
Clear Search companies…, then check the affected rows and a few linked Planner items.
When a standard has deployment options, they appear under their tier above the status choices.
Deployed — option not specified clears the selected option for the affected companies. Other statuses can keep an earlier option, so check it when you mark records Deployed again.
Each affected record gets the new status, and its linked Planner item gets the matching status. Deployed becomes Completed. N/A and Declined become Cancelled. In Progress and Not Started keep their names.
A bulk change can replace On Hold or Pending Approval on linked Planner items.
Bulk changes keep the notes stored on Standards records.
If the Standards save works but the Planner update fails, the matrix still shows the new status. The Standards sync fixes the Planner item on its next run.
If a bulk change fails, a toast reads Failed to update standards and the cells revert. Reload before you try again, and do not widen the scope to fix one record.
