Processing Bulk Updates

This section provides guidance on how to use the Bulk Update helper tool within each Budget Bucket.

To use the Bulk Update tool provided within each Budget Bucket, follow these steps:

1. Navigate to the Budget Bucket with the Asset Components that you want to update.

2. Navigate to the ‘Post Processes’ tab of the Budget Bucket.

3. The tab panel is divided into three (3) sub tabs:

   • Data Updates: This section allows you to set values for attribute values of the underlying Assets and/or Components.

   • Report Category Updates: This section allows you to modify the Report Categories/Tags of the underlying Asset Components.

   • Update Summary: This is where you can review the changes you have made, and apply them to the underlying Asset Components.

     Each of the above sub tabs are described in more detail below.

Data Updates

1. To update a particular attribute, or set of attributes, navigate to the respective Asset Classification or Component Group tile within the Data Updates tab. For the listed attributes, you can set a value for any of the attributes that are enabled. Remember, any changes you make will flow through to all the underlying Assets or Components that associate with the respective Classification tile you have selected.

2. At present, the following attribute classes are supported:

   • Custom Attribute data
   • Intervention Data
   • Current Intervention Treatment

3. When you have finished making the changes you need to make, there is nothing more you need to do until you want commit those changes to the underlying Asset Components. See the Update Summary section below for more.

   Remember, changes are stored in the Budget Bucket until such time you are ready to save them.

Report Category Updates

1. The Report Category/Tag update section is NOT grouped by Asset Classification or Component Group. Instead, it is grouped by the Report Category/Tag name itself. For each of the Report Categories/Tags, you have the option to:

   • Assign all underlying Asset Components to a specific Report Category/Tag Options, or
   • Unassign all underlying Asset Components from a specific Report Category/Tag Option or Options.

2. To assign a specific Report Category/Tag to all underlying Asset Components, click on the tile for the Report Category/Tag you want to assign. This will expand the tile and show you the available options to Assign or Unassign the Category/Tag. On the left-hand side, use the drop-down menu to select the Option you wish to apply for the Report Category/Tag.

3. To unassign a specific Report Category/Tag from all underlying Asset Components, click on the tile for the Report Category/Tag you want to unassign. This will expand the tile and show you the available options to Assign or Unassign the Category/Tag. On the right-hand side, click inside the input control. A drop-down menu will appear with the Category/Tag Options that pertain to the selected Report Category/Tag. Select the Option you wish to unassign from the underlying Asset Components. You may select more than one Option to unassign from the underlying Asset Components.

   Note

   Remember, only one Option for any given Report Category/Tag can be assigned to the underlying Asset Components at any one time. If you select to Assign an Option for a Report Category/Tag, then the option to Unassign for that Report Category/Tag will be disabled - as the assignment of one option, immediately precludes any other options.

4. When you have finished making the changes you need to make, there is nothing more you need to do until you want commit those changes to the underlying Asset Components. See the Update Summary section below for more.

   Remember, changes are stored in the Budget Bucket until such time you are ready to save them.

Update Summary

1. The Update Summary tab provides a summary of the changes you have made in the Data Updates and Report Category Updates tabs. This is where you can review the changes you have made, and apply them to the underlying Asset Components.

2. To apply the changes you have made, firstly enter an Effective Date for the Changes to take effect. This can be any date that is NOT in the future. The principal attribute this value is linked to is the Residual Life. It is the date at which you are saying the Residual Life value is true - i.e. 6 years, 3 months remaining as of today.

3. Once you have entered the Effective Date, and are satisfied with the reviewed changes, click on the Save Changes button. This will apply the changes to the underlying Asset Components.

   Note

   Whilst this is termed a ‘Post Process’ step, there is no limit to the number of times you can perform a bulk update on the underlying Asset Components using this tool. It is simply a means of Bulk Updating all the Asset Components that have been assigned to the Budget Bucket.