Global Edit Function

Overview

Users with permissions to use the Global Edit function will find it in the Data Grid functions. Global Editing allows you to make changes to multiple sites or work records at the same time.

While the only records that will be edited are the records that you have selected and queued, it’s possible to accidentally select more data than you want to edit. Make sure you have selected only the records you want to change when globally editing.

How to Globally Edit Data

To do so, populate the Data Grid using a Selection map tool or running a Search. From there, open the Data Grid and use the check marks next to queue the records you would like to globally edit. Once you have queued all of the records you want to edit, hit the Global Edit button in the Data Grid functions on the left side of the Data Grid.

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After hitting the Global Edit button, an edit form will appear. The top of the screen will show the type of information you are changing, so this is a good place to double check that you are editing the correct information.

The edit form will look like a blank site form. Within this form:

• Any attribute that you enter a value for will be changed for all queued sites.

• Any attribute left blank will remain unchanged for all queued sites.

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Types of Editable Data

Once you have selected sites on the map or searched for the sites that you would like to edit, you will see all of the selected sites' data in the Data Grid. At the top, there are four different tabs labeled Sites, Calls, Work, and Work Orders. The differences between these tabs and what information can be changed using them is detailed below.