Who is this article for?

System Administrators who want to learn how to Bulk Change filters, archiving and deletion.

System Administrator permissions are required.

Efficiently manage your data by utilising bulk actions for filters, archiving, and deletion of records and personnel profiles across Lucidity Software modules. This article will walk you through leveraging these powerful bulk tools to streamline data maintenance, freeing you from tedious manual processes.

1. Filters
2. Bulk lapse records or archive personnel
3. Bulk delete records
4. Further reading

1. Filters

Filters are a powerful tool enabling general or very specific searches to be applied. Filters are available on many pages within Lucidity Software.

Here are some key filter features:

• Search field for high level filtering.
• Various search filters for generating very specific searches.
• Ability to apply single or multiple filters at once.
• Save filter option.
• Reset filters, which returns filters back to default settings (which may include Person Status as Active).
• Clear filters, removing all entries in all filters (which may include removing default settings).

2. Bulk lapse records or archive personnel

To bulk lapse or archive a group of people or records, navigate to the Lucidity Software module and relevant page where the basic steps are the same. In this example, we will bulk archive a group of users in Lucidity HR.

1. Follow steps one to four in the following article: Configuring bulk changes for records and personnel.

   2. In Lucidity HR, the bulk update feature is only available from the Employees, Casuals or Subcontractors.

   3. Click Archive.

4. Click Next.

5. Review the changes and click Confirm.

6. The progress bar will display. Once complete, click Finish to return the People page.

3. Bulk delete records

To bulk delete a group of people or records, navigate to the Lucidity Software module and relevant page where the basic steps are the same. In this example, we will bulk delete a group of forms in Lucidity Inform.

1. Follow steps from the following article: Configuring bulk changes for records and personnel.

2. Click Delete.

3. Click Next.

4. Review the changes and click Confirm.

5. The progress bar will display. Once complete, click Finish to return to the Form records page.