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Getting started with Bulk Change
Who is this article for?System Administrators who want to learn how get started with Bulk Change.
System Administrator permissions are required.
The Bulk Change tool is available to system administrators within Lucidity Competency, Lucidity Inform and Lucidity HR and allows for the bulk editing, archiving or deletion of multiple records at once. See Further reading for more information on Bulk Change.
1. Introduction
Video: Bulk Change Webinar
Watch the 20-minute comprehensive training webinar above to learn about the Permit to Work module and the shared Bulk Change feature.
The Permit to Work segment runs from the start until the 22-minute mark, while the Bulk Change segment begins at 22 minutes and continues for 10 minutes.
The Bulk Change functionality is useful when you need to update multiple records or personnel at once. Some examples where Bulk Change may be beneficial include:
- Change the expiry date on a group of training records.
- Lapse a group of training records.
- Delete a group of needs.
- Change the location for a group or people.
- Archive a group of people.
- Change the respondent for a group of forms.
2. Permissions
The bulk change privilege is typically only allocated to administrators and can be managed via Lucidity Access. As this is a feature that can result in a large number of record changes, it is recommended only a very small number of administrators have permissions to the bulk change tool.
3. Navigation
When the Bulk Change feature is selected, a wizard opens to guide the process. Available options may be slightly different dependent on which module of Lucidity is being accessed.
Bulk Change is available in the following modules:
-
Competency
- Records (update, lapse and delete).
- Needs (update and delete).
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HR
- People (update and archive).
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InForm
- Form records (update, archive and delete).