1.2.5.3.4 Making Bulk Edits

The Bulk Update dialog can be used to apply changes to all the cases and/or alerts currently shown in the results pane. The Bulk Update dialog allows you to:

• Assign all the cases and/or alerts to a group or an individual;

• Edit the escalation, review flag, description, priority or permission of all the cases and/or alerts;

• Change the state of some or all of the cases and/or alerts.

Entering the Bulk Update Dialog

Access the Bulk Update dialog by clicking Bulk Update on either the Browser Screen or the Filter Screen.

Note:

This is privileged functionality. If you do not have the correct security settings, you will not be able to see the control at all.

Making Bulk Assignment Changes

The Bulk Update dialog can be used to assign all cases and/or alerts that have been returned by the current filter to a single user or to a group of users. It can also be used to unassign the cases and/or alerts (that is, assign them to nobody).

Note:

When you assign a set of changes to several users, or to groups of users, the set of cases and/or alerts will be divided between all the individuals specified. Each case or alert will be assigned to a single, specific user; there is no concept of 'shared assignment'.

To change the assignment of the cases and/or alerts, click to select on the names of the required users and/or groups in the Bulk Change Assessment area of the dialog. To select multiple items, hold down the Ctrl key. The cases and/or alerts will be divided evenly between the selected entities.

To update the cases and/or alerts so that they are not assigned to anybody, select Unassigned.

Note:

When assigning cases or alerts in bulk, the list of users and groups is unfiltered. Users, or groups of users, may appear who do not have permission to view some or all of the cases or alerts you are assigning. Case Management will never assign a case or alert to a user without permission to view it, but will make its best effort to assign all cases or alerts. For example, if you select two users and only one of these users has permission to view a case or alert, the case or alert will always be assigned to the user with permission. If neither user has permission to view a case or alert in the bulk update, it will not be reassigned.

Group Assignments by Case

When you assign a set of cases and/or alerts to multiple users, you may want to ensure that all the alerts within a single case, and the case itself, are assigned to the same user. To do this, check the Group assignments by case checkbox underneath the list of assignees.

Filtering the List of Users and Groups

The bottom of the Bulk Change Assignment area contains a search box that you can use this to filter the list of users and groups available for assignment. As soon as you start typing in the box, the list will be filtered so that it only includes names which contain the letters you have typed. You can remove the filter by deleting all the contents from the search box, or by clicking on the 'x' that appears next to the search box.

Making Bulk Attribute Changes

The Bulk Updates dialog allows you to change the values of the following attributes for all of the cases and/or alerts returned by the current filter:

• Escalation;

• Review flag;

• Description;

• Priority;

• Permission.

The new values for these attributes are set in the Bulk Edit area at the top right hand side of the Bulk Updates dialog.

To add a new value for one of the attributes, click on the '+' button under the box and select the attribute from the list. This will launch a dialog where you can supply a new value for the selected attribute. Once you have entered the attribute value, click OK.You can repeat this process to set new values for as many of the available attributes as required. The attributes and their new values will be shown in the Bulk Edit box.

To remove a bulk edit setting, click on it in the list and press the '-' button under the Bulk Edit box.

When you have made all the changes you need, here and in the other areas of the screen, click OK.

Making Bulk State Changes

The Bulk Update dialog can be used to change the state of some or all of the cases or alerts returned by the active filter. State changes are made by adding entries to the 'Bulk Change State' list:

Bulk state changes are different to other bulk edits, because they are dependent on the starting state of the cases or alerts. Bulk state changes must respect the valid state transitions defined in the workflow of the case source. Because of this:

• Bulk state changes can only be made when for cases or alerts returned by a filter which specifies a case source;

• Bulk state changes can only be made for a filter which returns either cases or alerts, but not both;

• Bulk state changes are defined based on the starting state. Suppose you are editing a set of cases which are currently in one of the two states 'Closed - no match' and 'Closed - match confirmed'. If you want to change the state of all your cases to 'Re-review required', you need to define two bulk state changes - one for the cases in the 'Closed - no match' state and on for the cases in the 'Closed - match confirmed' state.

To add an entry to the list, press the '+' button underneath it. This will launch a Bulk Update dialog which allows you to specify the starting state of the cases or alerts that will be affected by this entry, and the transition that will be applied to them. First select the starting state, then click New State to launch the Change State dialog.

Select the transition to apply to all the cases or alerts which currently have the starting state. You can also add comments in the same way as is done for ordinary state changes. When you have selected the transition and any comments that you want to apply, click OK. Then click OK again to exit the Bulk Update dialog.The bulk state changes that you have defined will be shown in the list. To delete a change from the list, press the '-' button next to the change.When you have made all the changes you need, here and in the other areas of the screen, click OK.