Using the Tags Grid for Bulk Edits

Audience:

Labels:

None assigned

Quick Nav: Admin View > Tags

Bulk Edit, located at the top of the "Tags" grid, allows an 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 are Department*, Purchase Date, Purchase Price, Funding Source, and Status**.

Click on a hyperlink to jump to that article topic:

Bulk Edit Tag Information

Administrative-level users and site administrators can edit a small number of fields associated with the tag (including the tag number, serial number, tag notes, and custom fields, if they apply). They must be logged into the site where the tag is located to edit the tag's information.

  1. Click on barcodes.gif Tags, located in the top navigation bar.
  2. Filter the "Tags" grid for the desired tags to be edited.
  3. Click on edit.png Bulk Edit. The "Bulk Edit" window opens.
  4. Select the respective field to edit using the Field to Edit drop-down menu. Additional fields populate.
  5. Select/enter additional information in respective fields.
  6. Click on down.png Next. This displays the "Sample Selection" grid containing a small sample of tags selected for bulk edit.
  7. Click on go.png 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 "Bulk Edit Complete" window opens and displays a success message.
  9. Click OK.

Bulk Edit Status Change and Archive

  1. Click on barcodes.gif Tags, located in the top navigation bar.
  2. Filter the "Tags" grid for the desired tags to be edited.
  3. Click on edit.png Bulk Edit. The "Bulk Edit" window opens.
  4. Select Status using the Field to Edit drop-down menu.
  5. Select the respective status in the Update Records To field.
  6. Check check.png Archive Records.

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

  1. Click on down.png Next. This displays the "Sample Selection" grid containing a small sample of tags selected for bulk edit.
  2. Click on go.png GO, located below the "Sample Selection" grid. The "Bulk Edit Confirmation" window opens.
  3. Enter the number of tags being archived in the Confirm the count by typing it here field.
  4. Click the scroll.png Tag(s) Selected for Archive report at the bottom of the "Bulk Edit Confirmation" window. A report opens in CSV format listing all the tags impacted by this operation.
  5. Click Confirm to proceed with the bulk edit. The "Bulk Edit Complete" window opens and displays a success message.
  6. Click OK.

Bulk Edit Notes

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 enabled will have the "Department" option displayed in the Field to Edit drop-down menu.

** Bulk Edit Statuses are limited. The table below breaks down the rules pertaining to status-changing 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 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)

Status Transfer Details Rooms Staff Students Transfers
From AVAILABLE to NOT AVAILABLE
(Example: "Available" to "Returned to Vendor")
YES NO NO NO
From NOT AVAILABLE to NOT AVAILABLE
(Example: "In Repair" to "Disposed")
YES YES YES NO
From NOT AVAILABLE to AVAILABLE
Only "In Use" and "In Repair" are eligible NOT AVAILABLE statuses
(Example: "In Use" to "Available" or "In Repair" to "Available")
YES NO NO NO