Mass Edit Example

The Mass Edit tool can be used to perform a mass edit of many schedules at once. In this example, you will update a group of PMs (where the schedule = calendar, frequency = annual, type = active, asset category = GENERAL, and account = engineering), and change their frequency from annual to semi-annual.

This example uses a standard database. Your results might be slightly different, due to data differences.

To use the Mass Edit tool, follow these steps:

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

   The Schedule Mass Edit window opens.

2. From the Schedule Classification select PM.

3. Click Next.

   TMS displays a warning message reminding you to review your changes carefully before performing updates.

4. Click OK.

   The PM - Query page opens allowing you to select the PMs that you want to update.

5. Specify the following search criteria:

   1. From the Schedule drop-down menu, select Calendar.

   2. From the Frequency drop-down menu, select Annual.

   3. From the Type drop-down menu, select Active.

   4. From the Segment drop-down menu, select Facilities Segment.

   5. Specify the Asset Number by clicking the Lookup button.

      The Asset Master page opens.

   6. From the Category drop-down menu, select GENERAL.

   7. From the Account drop-down menu, select Engineering Department.

   8. Click Execute.

      The results of your query are displayed.

   9. Click Select All to select all assets.

   10. Click the Save Items icon. You are returned to the PM - Query page.

6. Click Execute.

   The results of your query are displayed.

7. Select the schedules you want to update.

8. Click Next.

   The PM - Mass Edit page opens. You can enter all of the values you want to update on this page.

   Leave any fields that you do not want to change blank. To clear the contents of a field, enter a single dash ( - ) in the field.

9. Modify the following fields:

   1. From the Schedule drop-down menu, select Calendar.

   2. From the Frequency drop-down menu, select Semi-Annual.

   3. Select the Next Future Date by Frequency check box.

10. On the toolbar, click the Confirm Updates (green right arrow) button.

    The Confirm Schedule Mass Edit window appears, listing the PMs you selected to update.

11. Click Update Schedules.

    A message displays indicating that the Schedule Mass Edit is complete.

12. Click Close to exit the Schedule Mass Edit tool, click Close and See Results to close and view a list of updated schedules, or click Start Again to start the Schedule Mass Edit tool again.