Running a Bulk Update Package

Navigation: Tools > Bulk Update > Packages

1. From the bottom navigation bar, click Tools
2. Click Bulk Update. The Bulk Update Manager will display.
3. Click Run. The Run Bulk Update page will display.
   
   
   
   
4. Select the name of the bulk update package from the Choose Package dropdown menu:
   
   
   1. In the Search field, enter the name of the bulk update package you want to run or scroll through the list on the page
   2. Click the name of the bulk update package. The bulk update package will automatically populate the Smart Search field.
      
      
       

Tip: If needed, you can choose a different Smart Search by clickingSee Creating a Bulk Update Package for instructions.

Tip: If you’ve added actions to your bulk update package, they’ll automatically display under Bulk Update Actions. You can also update the Category, Action, Staff, Date, and Comments, if needed.

5. Click Review Bulk Update
   
   
   
   
6. Review the Details, Actions, Fields, and Values
   
   Tip: Prior to running the update, you can click on the Smart Search link to review your search criteria.
   
   
7. Click Run Bulk Update. A message will display asking you if you really want to run the Smart Search.
   
   
   
   
8. Click Yes, Continue