Bulk Edit

Bulk Edit, located at the top of the Tags grid, allows a district administrative user to edit multiple tags at once.  The Bulk Edit tool does not allow edits to tags with the Inventory Type of Order.  This means only initialized tags are available to bulk edit.

The fields eligible to be edited: Department*, Purchase Date, Purchase Price, Funding Source, and Status**.

Bulk Edit Tag Information

1. Click on , on the top navigation bar.
2. Filter the Tags grid for the desired tags to be edited.
3. Click on Bulk Edit. The Bulk Edit window opens.
4. Select the desired field to edit using the Field to Edit drop down menu.
5. Enter the desired data or choose from the available options in the Update Records To field.
6. Click on Next. This displays the Sample Selection grid containing a small number of tags selected for bulk edit.  
7. Click on Go, located below the Sample Selection grid. The Bulk Edit Confirmation window opens with a review of the respective bulk edit details.
8. Click OK to proceed with the bulk edit. The screen refreshes and the Tags grid displays the edited tags.

Bulk Edit Status Change and Archive

1.      Click on , on the top navigation bar.

2.      Filter the Tags grid for the desired tags to be edited.

3.      Click on  Bulk Edit. The Bulk Edit window opens.

4.      Select the Status using the Field to Edit drop down menu.

5.      Select the desired status in the Update Records To field.

6.      Check Archive Records.

Archive Records is not available for the statuses of Available, In Repair, or In Use.

7.      Click on  Next. This displays the Sample Selection grid containing a small number of tags selected for bulk edit.  

8.      Click on  Go, located below the Sample Selection grid. The Bulk Edit Confirmation window opens with the respective bulk edit details.

9.      Click the  Tags Selected for Archive report at the bottom of the Bulk Edit Confirmation screen. A report opens in .CSV format listing all the tags impacted by this operation.

10.   Click Confirm to proceed with the bulk edit. The screen refreshes and the Tags grid displays the edited tags.

NOTE:

To edit the Purchase Date, Purchase Price, and/or Funding Source assigned to a specific tag with an Inventory Type of Order, use Edit Purchase Order Details.

* Only districts with the Departments Feature (Departments is an optional feature which must be purchased to enable it within TIPWeb-IT. This feature allows for the ability to assign Departments to users and tags. Those users assigned to a specific department(s) will only be able to access/view/modify tags assigned to the respective department. For more information about the Departments Feature, contact Customer Support at support@hayessoft.com or 800-495-5993.) enabled will have the Department option displayed in the Field to Edit drop down menu.

** Status Bulk Edits are limited. The table below breaks down the rules pertaining to changing statuses in bulk as they relate to the tag's Location.  Tags with the Asset Type of Parent are eligible for bulk edit status changes and will automatically update all of its respective Component tags.  Tags with the Asset Type of Component are not eligible for bulk edit status changes if their Parent is not part of the filtered data.

AVAILABLE = Tags in the status of "Available"
NOT AVAILABLE = Tags not in the status of "Available"
(includes: Auctioned, Disposed, In Repair, In Use, Lost, Recycled, Returned to Vendor, Sold, Stolen, Surplus, and Used for Parts)