Bulk Device Checkout and Process

Bulk Device Checkout and Process is a two-step workflow:

1. Upload a bulk checkout CSV file.
2. Process the uploaded file to apply checkouts in Manage1to1.

This workflow is commonly used during mass distribution events.

What this utility does

• Uploads a bulk checkout CSV into the system
• Processes the CSV and performs checkouts according to the file
• Provides a delete option if the wrong file is uploaded

Files and templates

CSV Import Template

Use the CSV Import Template button to download the expected checkout format.

Step 1: Upload the bulk checkout CSV

1. Navigate to Settings → System Utilities
2. Locate Bulk Device Checkout
3. Download the CSV Import Template
4. Populate the template with checkout records
5. Upload the CSV using the upload area

Step 2: Process the bulk checkout CSV

1. Locate Bulk Checkout Process
2. Confirm the correct file is present (review timestamp if displayed)
3. Click Process Bulk Checkout
4. Validate by checking a sample set of devices and assignments

Delete option

If the uploaded file is incorrect:

1. Locate Bulk Checkout Process
2. Click Delete Checkout CSV File
3. Re-upload the corrected file using Bulk Device Checkout

Verification steps

After processing, confirm:

• Devices show as checked out to the intended users
• Checkout history is present where expected
• Inventory reports reflect expected checked-out counts

Screenshot

Example reference:

• /img/system-utilities/bulk-device-checkout-process.png