Change the Status of Multiple Records

From ExxtremeWiki
Revision as of 19:04, 15 January 2012 by Will (Talk | contribs) (moved Change the Status of Multile Records to Change the Status of Multiple Records: Renamed title to correct spelling of "Multiple")

(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

Change the Status of Multiple Records

You can change the status of multiple records at one time in any application that has a change status icon on it.


Under the list tab in the application search for a common factor of all the records

Click on the change status icon and select the new status

  -note: This will change the status of every record appearing in the list tab


From the query, you can pick and choose what records will be changed

To do this click the Select Records check box below the search results on the left hand side

Then check only the boxes next to the records you want to change

Click on the change status icon and select the new status


This change is site specific. If there are other similar records on different sites that need to be changed you must repeat this process for each site.


example:

If you created a Master PM and created PM's for all assets/locations involved in the Master PM, all the individual PM's will show up in "Draft" status

To change all the PM's created from this Master PM to active:

-Go to the Preventative Maintenance application

-Click on the Advanced Search arrow and select More Search Fields

-Click the Detail Menu arrow next to the Master PM field and select your Master PM

-Click Find

-Assuming the correct records are found click on the change status icon

-Change the new status to Active


This will have changed all the PM records associated with your Master PM to Active for your current site