- Administrator's Guide
- Managing Profiles
- Using the Profile Actions Panel
- Performing Batch Updates
Performing Batch Updates
To perform batch updates:
- Select Profiles.
- Select a filter, or set filters to define the profiles to update.
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Open the Actions panel
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- Optional: To update a subset of the displayed profiles, multiselect the profiles in the Profile list.
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To update profile attributes, in the Actions panel, in the Set Attribute section:
- Select an attribute from the list provided.
- In Value, enter the new value for the attribute, or, if a list is available, select the value from a list.
- Click Set.
- 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.
- At the success message, click OK.
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To add or update workflow information:
- In Add/Set User, in Field, select the type of user to add or update; for example, Preparer, Reviewer, Commentator, or Viewer.
- Specify the information to add or update.
- Click Apply.
- 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.
- At the success prompt, click OK.
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To remove users from the workflow:
- In Remove/Clear User, in Field, select the type of user to remove; for example, Preparer, Viewer, Commentator, or Viewer.
- In Value, select the user to remove.
- Click Remove.
- 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.
- At the success prompt, click OK.
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To copy profiles to a period:
- In Copy to Period, select a period.
- Click Apply.
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Select the profiles to copy to the period:
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Selected Profiles ( x ), where x is the number of profiles selected
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All Profiles ( x ), where x is the total number of profiles
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- Click Apply.
This function is also accessible from Manage Periods.