Rosistem Assets allows you to select multiple Assets from the Asset List and update a number of fields. For example, if you want to update warranty information for all Assets under a certain Asset Type, you can select all of those assets on the Asset List and make the change at one time.
Using Mass Update:
1.From the Main screen, select List Forms > Asset List.
or
From the Main screen, select Asset Management > List Assets.
2.On the Asset List screen, select the Assets you want to update. You can use the filter features to drill down to the assets you want.
3.Now select all assets you want to change by holding down the Ctrl key and clicking on each one you want. Or you can select assets by holding down the SHIFT key and clicking on two assets. All assets in between the two you clicked on will be selected.
4.When you have selected the assets you want to change, click the Mass Update button on the toolbar:
The Mass Update screen appears:
5.The top portion of the Mass Update screen displays the assets you have selected. If needed, scroll through the columns in this window using the bar on the right. As with other lists in Rosistem Assets, you can sort the list by clicking on the column headers.
6.Select the checkboxes in front of each field you wan to updated, then enter the information you want to change. Any fields you have selected (a checkmark will appear in the box as shown in the example below) will be updated. Unchecked fields will not be updated. Remember that once you click Save, any information you enter here will be applied to all assets that appear in the window.
You can manually type information into the fields or use the drop down menus. Most drop down menus will provide the options of <Blank> and <More>. <Blank> means any information previously contained in the field will be removed. <More> accesses the associated List screen allowing you to select from all Manufacturers, Vendors, etc.
Any fields that appear in bold are required fields. You cannot select Blank for required fields. Which fields are required will vary depending on your Custom Field Name settings.
Keep in mind that the Depreciation checkbox cannot be selected unless all assets in the Mass Update window are associated with an Asset Type that can be depreciated. Depreciation is activated at the Asset Type level on the New Asset Type or Edit Asset Type screen.
If the Edit Inherited Asset Type Data option is disabled on the Options screen, you will not be able to edit data under the Asset Type.
7.After you have entered information in the desired fields, click the Save button. Remember that once you click Save, any information you enter here will be applied to all assets that appear in the window.