The Bulk Change button on the Asset screen allows updating multiple Assets at one time.

1.       Find the Asset that will be the Master Asset using the Asset screen Find button. This is an Asset that has the desired data configured to update other Assets.

2.       Select the Bulk Change button on the Asset screen

3.       The Find screen is opened in “multi-select” mode. Select all Assets that you want to change to match the Master.

4.       Select the Ok button.

5.       The Bulk Change screen is displayed with the Assets from the Find screen listed in the grid. The Master Asset is identified above the grid of Assets.

a.       Use the “+” button on the right side to add additional Assets to the list.

b.       Use the “X” button on the right side to remove Assets from the list.

c.       The Quick Link button on the right side can be used to view additional information for a highlighted Asset.

6.       In the Fields to Update grid, on the bottom left of the screen, select the label of the fields you want updated. The Copy checkbox will be checked.

7.       Repeat step 6 for all fields you want to copy from the Master Asset to the other Assets.

8.       The Standard Note explains that a note is automatically added to the Assets that are being changed with the date, time, user, and a list of the fields changed including the “from” and “to” values when the Bulk Change is processed.

9.       Add any additional information in the Additional Note field. This information is also added to the Notes field of the Asset. The Asset Notes can be viewed on the Asset History/Notes tab.

10.   Select the Process button.

All items in the grid will be updated as designated on this screen.