How to Use Bulk Actions in Checkpoints

Bulk actions allow you to quickly manage multiple users at once within a checkpoint, saving time and helping keep your data accurate. Instead of updating users individually, you can mark completions, reset progress, re-enroll learners, download evidence, and update key enrollment dates in just a few clicks.

In this guide, we’ll walk through the different bulk actions available in checkpoints, including bulk marking users complete, bulk resetting users, bulk re-enrolling users, bulk downloading users’ evidence, and bulk updating due dates, completion dates, and expiration dates.

How to Use Bulk Actions in Checkpoints

  1. Open the Global Navigation menu and click the Author icon.
  2. Select Checkpoints.
  3. Click the name of the checkpoint you want to manage.
  4. From the checkpoint learner table, select the checkboxes next to the users you want to include in the bulk action.
  5. A floating action bar appears at the bottom of the screen.
  6. Click Make Selection to open the bulk actions drop-down menu.
1. Bulk Download Users’ Evidence

Use this action to download evidence for multiple users in a checkpoint at once.

Permission required: Export Task Evidence

How to Bulk Download Users’ Evidence

  1. Select the users whose evidence you want to download.
  2. Click Make Selection.
  3. Choose Download Evidence from the drop-down menu.
  4. Select Confirm.
  5. A banner appears confirming the export is being processed and the download will begin automatically when ready.
  6. The evidence downloads as a ZIP file.

Select View Recent Exports to see recent evidence downloads.

On the checkpoint learner table, select the checkbox next to the users you wish to download evidence for. Once you’ve selected users, you’ll see a floating actions bar at the bottom of your screen. Click Make Selection to access the drop-down menu.

2. Bulk Delete Enrollments

Use this action to remove multiple users from a checkpoint at once.

Permission required: Bulk Delete Enrollments

How to Bulk Delete Enrollments

  1. Click the name of the checkpoint you want to manage.
  2. Select the users you want to remove from the checkpoint.
  3. Click Make Selection.
  4. Choose Delete from the drop-down menu.
  5. Click Confirm.
  6. A drawer opens showing the users to be removed.
  7. Click Continue to complete the action.
3. Bulk Re-Enroll Users

Use this action to re-enroll multiple users into a checkpoint at once.

Permission required: Bulk Reset and Re-Enroll on Enrollments 

How to Bulk Re-Enroll Users

  1. Click the name of the checkpoint you want to manage.
  2. Select the users you want to re-enroll.
  3. Click Make Selection.
  4. Choose Re-Enroll from the drop-down menu.
  5. Click Confirm.
  6. A drawer opens showing the users to be re-enrolled.
  7. Click Continue to complete the action.
4. Bulk Reset Users

Use this action to reset multiple user enrollments in a checkpoint at once.

Permission required: Bulk Reset and Re-Enroll on Enrollments 

How to Bulk Reset Users

  1. Click the name of the checkpoint you want to manage.
  2. Select the users you want to reset.
  3. Click Make Selection.
  4. Choose Reset from the drop-down menu.
  5. Click Confirm.
  6. A drawer opens showing the users to be reset.
  7. Click Continue to complete the action.
5. Bulk Mark Users Complete

Use this action to mark multiple users as complete in a checkpoint at once.

Permission required: Bulk Complete Enrollments

How to Bulk Mark Users Complete

  1. Click the name of the checkpoint you want to manage.
  2. Select the users you want to mark complete.
  3. Click Make Selection.
  4. Choose Mark Complete from the drop-down menu.
  5. Click Confirm.
  6. A drawer opens showing the users to be marked complete.
  7. Click Continue to complete the action.
6. Bulk Update Due Dates

Use this action to update due dates for multiple users in a checkpoint at once.

Permission required: Bulk Update Dates on Enrollments

How to Bulk Update Due Dates

  1. Select the users whose due dates you want to update.
  2. Click Make Selection.
  3. Choose Change Due Date from the drop-down menu.
  4. Select the new date using the calendar or enter it manually.
  5. Click Confirm.
  6. A drawer opens showing the list of selected users.
  7. Click Continue to apply the update.
  8. Review successes and failures, then click Dismiss.
7. Bulk Update Completion Dates

Use this action to update completion dates for multiple users in a checkpoint at once.

Permission required: Bulk Update Dates on Enrollments

How to Bulk Update Completion Dates

  1. Select the users whose completion dates you want to update.
  2. Click Make Selection.
  3. Choose Change Completion Date from the drop-down menu.
  4. Select the new date using the calendar or enter it manually.
  5. Click Confirm.
  6. A drawer opens showing the list of selected users.
  7. Click Continue to apply the update.
  8. Review successes and failures, then click Dismiss.
8. Bulk Update Expiration Dates

Use this action to update expiration dates for multiple users in a checkpoint at once.

Permission required: Bulk Update Dates on Enrollments

How to Bulk Update Expiration Dates

  1. Select the users whose expiration dates you want to update.
  2. Click Make Selection.
  3. Choose Change Expiration Date from the drop-down menu.
  4. Select the new date using the calendar or enter it manually.
  5. Click Confirm.
  6. A drawer opens showing the list of selected users.
  7. Click Continue to apply the update.
  8. Review successes and failures, then click Dismiss.

Notes and Best Practices

  • Bulk actions require the appropriate permissions. If you don’t see an action option, check that your role includes the needed permissions.

  • Always review the list of selected users before confirming any bulk action.

  • After completing a bulk action, a results screen will show which updates succeeded or failed.

  • Bulk actions cannot be undone, so use caution, especially with deletes or resets. 

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