IO Batches - Bulk Process: How to bulk process batches from open status to flagged for review

How to bulk process batches from open status to flagged for review

  1. Go to the Batches page.
    • Using the Navigator Bar, select Batches.
      -or-
    • Using the Batches Card, select Open.
      Batches_Open.png
  2. Note, only those batches that are in balance and that your login qualifies you to edit will be able to be marked. You will not see any batches for which the batch details record is set to a fund for which you do not have fund permissions. The following information shows you: 1) how to filter and/or search for the records 2) how to select them 3) how to bulk-flag them for review. The images are in grid view because more records can be viewed in that mode.
  3. Option 1: Filter for the batches that you would like to flag for review through the Bulk Change process. A couple of the ways you may go about this are listed below.
    Note: This article suggests using the select all function. There is an issue with this function that is in the process of being fixed. For now, we suggest selecting each Batch individually.
    1. Use the Filter Panel to filter all open batches that were created within a particular date range and whose batch detail record has a particular fund.
      Filter_Panel_and_select_all_to_bulk_set_to_review_1-3.png
    2. If only those batches you want to bulk-change are listed, you may use the select-all checkbox in the header to mark all batches.
      • If most records need to be marked for review, you could also use this select-all checkbox and simply unmark the ones you don't want to include.
      • If only a few records displayed will be flagged for review, instead of using the select-all checkbox, you may select each one individually.
    3. Click the review button in the upper right of the screen. This will flag all the batch records that were marked in #2 as ready for review.


  4. Option 2: Use the Search Bar to bring up the records you want to flag for review. This may take a little pre-planning as the keyword in the search bar must be contained in the Batch Name of all the records you would like to pull up.
    • Screen A shows a search for all batches filtered only on the status of open. This filter is done automatically when you select the Open link on the Batch Card. There are 605 records.
    • Screen B shows the results now narrowed down by the keyword 'Dec' entered into the Search Bar. There are 5 records.
      Search_Bar.png
  5. Option 3: Use the Filter Panel in combination with the Search Bar. Your results may be narrowed even more by combining both the Filter Panel and the Search Bar. In this example, on the Filter Panel, a date range is added for when the batch was created as well as a fund.
    Combination.png
    1. Enter a term in the search bar and click the search bar icon.
    2. Narrow the results down more by selecting a fund and entering a created date span. Then click the filter search button.
    3. Mark each individual record you would like to flag for review or click the select-all checkbox in the column header to select all records.
    4. Click the review button in the upper right of the screen. This will flag all the batch records that were marked in #2 as ready for review. You will be prompted to confirm the change.
  6. Once you have completed flagging the records for review, you may change the Status field to Review in the Filter Panel and click the filter panel search button to see the records that are flagged for review.
    review_status.png
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