Performing a Bulk Edit of Multiple Resident/Patient Profiles

• About Bulk Editing of Multiple Resident/Patient Profiles
• Performing a Bulk Edit of Multiple Resident/Patient Profiles
• Update via Bulk Edit is Indicated on History Tab
• About Accounts with Culinary Pro License and Culinary Lite License

About Bulk Editing of Multiple Resident/Patient Profiles

MealSuite allows multiple people profiles to be updated simultaneously via the bulk edit function. The following profile features can be updated when performing a bulk edit:

• Assign gender
• Assign title
• Assign ethnicity
• Assign people group
• Add allergens
• Remove allergens
• Add diet interventions
• Remove diet interventions
• Set up service types (non-select, table select, advance ordering) for each meal period (breakfast, lunch, dinner)
• Assign dining room
• Assign tables and seats
• Archive people profiles
• Unarchive people profiles
• Delete people profiles

Performing a Bulk Edit of Multiple Resident/Patient Profiles

To perform a bulk edit of multiple resident/patient profiles, complete the following steps: 

1. Open the People Listing screen by selecting People > People Listing from the left navigation sidebar. If your account uses more than one people group, then each people group is listed as a tab at the top of the screen for you to select to see the profiles assigned to a specific group. In addition, the All tab is available that lists all profiles in your account across all people groups.
2. Select the check boxes of the people you want to bulk edit. 
3. Click the Bulk Edit button. The Bulk Edit window appears. 
   
   
    
4. Enter or select the desired changes you want to apply to the people profiles.
5. Click the Save button. A confirmation message appears summarizing the changes to be made. 
   
   
    
6. Click OK to the confirmation message. The profile changes are made to the selected people. 

Update via Bulk Edit is Indicated on History Tab

When an updated is made to a person's profile via a bulk edit, the History tab of the associated profile indicates that the update was the result of a bulk edit. 

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About Accounts with Culinary Pro License and Culinary Lite License

If your account is on the Culinary Pro license, the following info is not supported and as such is not available for bulk editing: 

• Diets
• Textures
• Fluids
• Diet Interventions

If your account is on the Culinary Lite license, the following info is not supported and as such is not available for bulk editing:

• Allergies
• Diets
• Textures
• Fluids
• Diet Interventions