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Bulk Operations: Track and Audit Every Batch Change

What it is
Bulk Operations is the central audit log for every batch action taken in POM — bulk appointment changes, bulk exports, bulk invoice updates, and any other multi-record operation. Each run is recorded with who started it, when, how many records were processed, and how many succeeded vs. failed.

The list view
Each row shows:

  • Operation — an optional name you can give the run (click Add name to label it)
  • Type — what the operation did (e.g. Service ExportAppointment Update)
  • Date — when it ran
  • Total / Success / Failed — record counts at a glance
  • Status — PendingIn ProgressCompletedCompleted w/ ErrorsFailed, or Cancelled
  • Started by — the user who launched it

Filtering

  • Search by operation name or type
  • Status dropdown narrows to a single status (e.g. only Failed runs)
  • Date range picker — defaults to today; click to expand or use the Today shortcut
  • The column toggle on the right lets you show or hide columns

Operation detail panel
Click any row to open a side panel showing:

  • Status, type, and total duration
  • Who started the run
  • A green/red results bar with Succeeded and Failed counts
  • download icon next to export-type runs — re-download the file any time without re-running the operation

Why this matters
Every bulk action is now traceable. If a teammate ran a bulk update and you need to know exactly what changed (or which records errored), open Bulk Ops, find the run, and the audit is complete.