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:
- Go to Environment > Systems.
- Click to select the checkboxes of two or more Systems.
- Select Bulk Update from the Action drop-down menu.
- 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.- Add a System Name.
- Add a Description.
- Add a Vendor.
- Click to select or deselect the Status radio buttons.
- Select a portfolio association from the Portfolio Association drop-down menu.
- Manage Stakeholders:
- Add a Stakeholder:
- 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.
- Select a User Name or a User Group from the Name or User Group drop-down menu.
- Select a role from the Role drop-down menu.
Administrators can add roles using the Stakeholder Role Customization. - The Email field is not editable.
- Click to select a Stakeholders RACI checkbox.
- Click Add & Close.
- Click Save.
- Click Add Stakeholders.
- Delete a Stakeholder:
- Click to select a Stakeholder.
The Stakeholder will highlight in yellow. - Click Remove.
- Click to select a Stakeholder.
- Add a Stakeholder:
- Click Additional Information tab.
- Add or edit the custom fields.
- Click the Dependencies tab.
- Live Search for Available Systems.
- Drag and drop systems into Upstream System Dependencies or Downstream System Dependencies panels:
- Upstream and Downstream Dependencies are consistent across all Systems.
- 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.
- Circular references are no longer possible. Selected Systems will not appear for selection in the left-hand panel.
- Dependencies can only be bulk added, not bulk deleted.
- Select the system impact from the Impact drop-down menu.
- Click the Approvers tab.
- Select users from the Users drop-down menu.
- Click Save & Close.