Performing Batch Updates

To perform batch updates:

1. Select Profiles.
2. Select a filter, or set filters to define the profiles to update.
3. Open the Actions panel .
4. Optional: To update a subset of the displayed profiles, multiselect the profiles in the Profile list.
5. To update profile attributes, in the Actions panel, in the Set Attribute section:
   1. Select an attribute from the list provided.
   2. In Value, enter the new value for the attribute, or, if a list is available, select the value from a list.
   3. Click Set.
   4. At the confirmation prompt, select whether to update all profiles that meet the current filter criteria or only the selected profiles, and then click Yes.
   5. At the success message, click OK.
6. To add or update workflow information:
   1. In Add/Set User, in Field, select the type of user to add or update; for example, Preparer, Reviewer, Commentator, or Viewer.
   2. Specify the information to add or update.
   3. Click Apply.
   4. At the confirmation prompt, select whether to update all profiles that meet the current filter criteria or only the selected profiles, and then click Yes.
   5. At the success prompt, click OK.
7. To remove users from the workflow:
   1. In Remove/Clear User, in Field, select the type of user to remove; for example, Preparer, Viewer, Commentator, or Viewer.
   2. In Value, select the user to remove.
   3. Click Remove.
   4. At the confirmation prompt, select whether to remove the user from all profiles that meet the current filter criteria or only the selected profiles, and then click Yes.
   5. At the success prompt, click OK.
8. To copy profiles to a period:
   1. In Copy to Period, select a period.
   2. Click Apply.
   3. Select the profiles to copy to the period:

      • Selected Profiles ( x ), where x is the number of profiles selected

      • All Profiles ( x ), where x is the total number of profiles

   4. Click Apply.

   This function is also accessible from Manage Periods.