The Misc Data Bulk Update program allows you to update records for your CYMS Staff or Providers in bulk. The fields on this screen are built dynamically based on the Record Type you selected on the previous screen. Due to this, specific field definitions cannot be provided. However, the fields all work in a similar manner, as outlined below.
Select a Change option to activate its corresponding New Value field.
THEN
Update the New Value field with the appropriate information as needed. The DataGrid on the right-hand panel displays the Staff Members/Providers selected and lists the Codes that will be updated for each person.
In the Example Image above, the user is making bulk changes to Staff Training Codes for three (3) Staff Members. The image depicts how you would add a Completed Date to the three (3) First Aid Codes that were selected on the previous screen, which appears in the background. To complete this operation, you would:
- Select Change Completed Date?
- Then enter the date on which the Training was given. In the Example Image above, the date is 06/29/2018
- Repeat these steps as needed for additional fields on screen.
- Click Continue when ready. You will be returned to the previous screen and the Completed Date field will be populated for all records selected.
- Repeat as necessary for other Codes.
SAMiscDataBulkUpdate_Tab1
Include Field (SAMiscDataBulkUpdate_IncludeField)
The fields on this screen are built dynamically based on the Record Type you selected. Due to this, specific field definitions cannot be provided. However, the fields all work in a similar manner, as outlined below.
Select a Change option to activate its corresponding New Value field in the same Group.
THEN
Update the New Value field with the appropriate information as needed.
For Example: You are making bulk changes to Training Codes and want to add a Completed Date to the Codes you selected on the previous screen. To do this, you would:
- Select Change Completed Date?
- Then enter the date on which the Training was given.
- Click Continue to save your changes.
Repeat as necessary for other codes.
Note: Step-by-step instructions for running this program are in the Header Help. Click the "i" Information icon and scroll to the top of the page.
(SAMiscDataBulkUpdate_InfoDatagrid)
The Selected Records DataGrid displays the Staff Members/Providers selected and lists the Codes that will be updated for each person. The fields on this screen are built dynamically based on the Record Type you selected. Due to this, specific field definitions cannot be provided.DataGrid column sort options allow you to customize the view as desired. Click here for a full description of RecTrac DataGrids.
Buttons on the screen…
Click Continue to save your Bulk Changes. You will be returned to the previous screen.
Click Cancel to return to the previous screen without saving your changes.
To exit this program click 'X' on the title bar. You will be returned to the Main Menu or the previous program.
Delete