Batch Updates

Overview

• Batch Updates refer to the process of making simultaneous updates to multiple records.

• The Batch Update options vary per module.

• Where available, Batch Update is mostly listed under the Actions or Menu buttons.

Process

The process for using Batch Updates is:

1. Select all the records that must be changed. Use Shift left click to select a continuous block, or Ctrl left click to select random entries.

2. Click Actions (button) > Batch Update.

3. Select an option from the dropdown list that will mostly open on the left but in some cases on the same place as the Batch Update function.

4. Complete the required fields that are displayed once an option is selected. These fields can require a selection from a dropdown list, a checkbox that is checked (true) or unchecked (false), or information that must be typed in.

5. Click the button/s that appears after the fields that must be completed. This button/s are usually Update, Add, or Remove. 

6. Confirm that you want to update the records.