Batch Editing - Potential Change Items (PCIs)
Modified on: Fri, Nov 17 2023 3:32 PMPotential Change Item (PCI) - Batch Editing
As per Patch 18 - A New "Select" column has been added to the PCI Log. This allows selecting multiple Unposted PCIs to batch edit.
STEP 1: Click Potential Change Order Log
STEP 2: Choose the Unposted PCIs that you want to Batch Update
Note: You can even batch update just one Unposted PCI as it would cut out having to click on the PCI, Click Edit, Make Changes, Click Save
Note: There is also an All PCI's radio button. If for example, you wanted to change ALL your Pending - Proceeding together you could use the search field and then click the top radio box and all the PCI's within that search could be Batch Edited
Clear Form Button: Clears all data from fields.
Export Audit Button: The user can export the changes in PCI in an Excel file.
Start New Session Button: The user needs to click on the “Start New Session” button if he needs the Update PCI a second time.
Update PCIs Button: commits the values to the fields.
What you are allowed to change
Type: Drop-down list displays PCI Types
Status: Drop-down list shows PCI Status Types
Date: Displays calendar pop-up
Estimated Days Impact: Manual input from the user. Only accepts numbers
Scope: Manual input from the user
Description: Manual input from the user
User Defined Fields: All user-defined fields listed in the User-Defined block/section
Start Date: Displays calendar pop-up
End Date: Displays calendar pop-up
Due to the Owner: Displaying a calendar pop-up
Proposal Issued: Displaying a calendar pop-up
Proposal Signed: Displaying a calendar pop-up
Change Issued: Displaying a calendar pop-up
Change Signed: Displaying a calendar pop-up