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Bulk Item Update

New ownership details for multiple Items can be added using the Bulk button within the Items List View. This functionality allows Users to add one or more Customers or Organizational Units to multiple Items within one screen. If the Items have mixed ownership before the update and these details are no longer relevant, the current ownership details need to be adjusted within each individual Item.

 

If Parent/Child relationships are configured for the Items, only the Parent Items' ownership details can be updated. The related Child Items will automatically adopt the amended Parent ownership details.

 

Multiple Items can also be deleted using the Bulk Item button.

 

To update ownership details:

  1. Go to Configuration > Items
    The Items list view is displayed.

  2. Check the boxes next to the Item numbers that need to be updated

    bulk_update_list.png

  3. Click bulk.png
    The Bulk Update screen is displayed with the Details and Ownership fields available for amending. The only owners displayed within the Ownership field are those who are assigned ownership to all Items included in the bulk update.

    bulk_update_onehd.png

  4. Amend the details for the Items, as required

  5. For Items that require ownership adjustments, click inline_del.png next to the owner details if the relationship is to be deleted

    delete_owner_bulk.png

  6. Use the Find options for the Customer and Organizational Unit owner information to be added
    Click inline_search.png without entering names in the Search Fields to return a complete list of Customers or Org Units.

    search_all_bulk.png

  7. Click on the relevant new owner link within the Find box to add the owner

  8. Select Save.
    The details and ownership information of all Items are updated.