Reset or Deactivate a Batch

Each batch has a three-dot menu on its row in Manage > Batches. Use it to change a batch, start it over with clean progress, or stop it from taking new assignments.

You need the Manage Batches permission in your permission profile. Without it, the row menu does not appear.

Find the batch

  • Go to Manage > Batches.
  • Use Search batches... to search by name.
  • Narrow the list with the filters: Course: All, Tags, Created By, Assign To, Created On and Batch Dates.
  • If nothing matches, the page says "No batches found. Try changing your search or filters."

Row menu options

Click the three-dot menu at the end of the batch row. It has three options:

  • Edit opens the batch builder, where you can change the name, courses, team members and schedule. See Managing course batches.
  • Reset Batch clears team member progress so the batch can start over.
  • Deactivate Batch stops new assignments for the batch.

To look at results instead of changing anything, click View Performance on the row. It opens that batch's performance in a new tab.

Reset a batch

  • Click the three-dot menu on the batch row and choose Reset Batch.
  • Read the Reset Batch window. It says: "Reset this batch? Progress and session data for team members in this batch may be cleared. This can't be undone."
  • Click Reset to confirm, or Cancel to leave the batch as it is.

After a reset you see a "Batch reset" message. If something goes wrong, you see "Couldn't reset the batch. Try again."

Reset affects only team members in this batch. Make sure you export or review the batch performance first if you need the results, because a reset cannot be undone.

Deactivate a batch

  • Click the three-dot menu on the batch row and choose Deactivate Batch.
  • Read the Deactivate Batch window. It asks "Deactivate this batch?" and tells you that new assignments will stop.
  • Click Deactivate to confirm, or Cancel to keep the batch active.

After you confirm, you see a "Batch deactivated" message. If it fails, you see "Couldn't deactivate the batch. Try again."

The row menu does not have an option to activate a batch again. Only deactivate a batch when you are sure.

Reset or deactivate: which one?

  • Choose Reset Batch when the same group should redo the courses from the start.
  • Choose Deactivate Batch when a batch is finished or was created by mistake and should stop taking new assignments.
  • If you only need to change dates, courses or team members, use Edit.

Hope this article was helpful. For any queries, please write to support@outdoo.ai