Mass Edit Overview

The Mass Edit tool allows you to update multiple schedule records with the same values. Typically, the Mass Edit tool is used to:

• Update the next due date for a group of schedules for a frequency to a given date or the next date in the frequency cycle determined by the asset, category, or type

• Update the frequency and/or type of a group of schedules based on the asset category and sub category

• Add or remove procedures or assignments for a group of schedules

To use the Mass Edit tool, follow these steps.

1. From the Tools menu, select Data Maintenance > Schedules > Schedule Mass Edit.

2. From the Schedule Classification, select PM, PE or INSPECTIONS.

3. Use the Query page to retrieve the group of schedules you want to update.

   The results of your query are displayed with check boxes so that you can select specific schedules to edit.

4. Modify the appropriate values for the selected PM schedules.

5. Leave fields blank that you do not want to change.

   Place a single dash( - ) in fields where you want to clear the content.

6. Click the right arrow on the toolbar to continue.

   A verification message shows listing the items you selected to update.

7. Click the Update Schedules button to update the schedules.