Bulk Update Systems

DUE LATE MAY 2020: Upstream and Downstream Dependencies enhancements.

Users can save time by bulk updating System information.

When bulk updating a field or a tab, data will either be replaced (in the case of text fields and drop-down menus) or added (in the case of combo boxes).

Users must have the Update System user permission

Bulk Update Systems

To Bulk Update Systems:

  1. Go to Environment > Systems.
  2. Click to select the checkboxes of two or more Systems.
  3. Select Bulk Update from the Action drop-down menu.
  4. Perform one or more of the following actions:

    Bulk Update Systems pop up now shows the number of records on which the update will be applied.

    1. Add a System Name.
    2. Add a Description.
    3. Add a Vendor.
    4. Click to select or deselect the Status radio buttons.
    5. Select a portfolio association from the Portfolio Association drop-down menu.
    6. Manage Stakeholders:
      1. Add a Stakeholder:
        1. Click Add Stakeholders.

          When users are added as stakeholders more than once, they will appear as a stakeholder only once with all their Roles and Stakeholder RACI Roles merged.
          For example, if a stakeholder with Role A and all the RACI Roles was added again with Role B and no RACI Roles, the stakeholder would appear only once with Roles A and B and all the RACI Roles.

        2. Select a User Name or a User Group from the Name or User Group drop-down menu.
        3. Select a role from the Role drop-down menu.
          Administrators can add roles using the Stakeholder Role Customization.
        4. The Email field is not editable.
        5. Click to select a Stakeholders RACI checkbox.
        6. Click Add & Close.
        7. Click Save.
      2. Delete a Stakeholder:
        1. Click to select a Stakeholder.
          The Stakeholder will highlight in yellow.
        2. Click Remove.
    7. Click Additional Information tab.
    8. Add or edit the custom fields.
      DUE LATE MAY 2020: Upstream and Downstream Dependencies enhancements.
    9. Click the Dependencies tab.
    10. DUE LATE MAY 2020: Live Search for Available Systems.
    11. Drag and drop systems into Upstream System Dependencies or Downstream System Dependencies panels:
      • DUE LATE MAY 2020: Upstream and Downstream Dependencies are consistent across all Systems.
      • DUE LATE MAY 2020: If System A is added as an Upstream Dependency in System B, if you open System A, System B will be marked as a Downstream Dependency.
      • DUE LATE MAY 2020: Circular references are no longer possible. Selected Systems will not appear for selection in the left-hand panel.
      • DUE LATE MAY 2020: Dependencies can only be bulk added, not bulk deleted.
    12. Select the system impact from the Impact drop-down menu.
    13. Click the Approvers tab.
    14. Select users from the Users drop-down menu.
  5. Click Save & Close.


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