Multiple Record Operations function
You can use the Multiple Record Operations function to update all of the records which match your search criteria in a single operation. If you choose a value in one of the available update selection lists, then for all records the value in that data field will be updated to the value you choose. If you do not choose a value, then the data in the corresponding field will not be affected. You can use the Multiple Record Operations function to:
- Update the Claim Status data field
- Update the Information Only data field
- Update the Osha Recordable data field
- Hide Incident Records
- Delete Incident Records
The data records which appear in the record list represent those records which matched your search criteria at the time your search was originally performed. If you choose to update records, the updates will apply to all records which match your search criteria at the time the update is performed.
For example, if a record which did not originally match your search criteria is changed by another user so that it now matches your search criteria, then that record will also be updated. Similarly, if a record that did match your search criteria originally is revised by another user so that it now does not match your search criteria, then that record will not be updated. If some time has passed since you originally created the record list, the best practice is to refresh your list just prior to updating so that you can review the list of records which will be updated.
To refresh the record list, simply click on the [Refresh Records] button at the bottom of the page. The page will then be regenerated using your original search criteria. Once the page has regenerated, you can click on the [Update Records] button to apply your updates.
Also, records which are locked by another user at the time the update is performed will not be updated.
Step by Step
- Changing OSHA Recordability Status
- Select "Manage"
- Select "Data"
- Select "Osha/WC"
- Select desired Organization Level then "Next"
- In the Management Function select "Multiple Record Operations"
- Select the Date Range to include
- Select "Next"
- The list of records will be displayed, scroll down to the pick lists
- To make recordable select "Yes" on OSHA Recordable field
- Select the "Update Records" button
- Changing Lost Restricted Time Values
- Select "Manage"
- Select "Data"
- Select "Osha/WC"
- Select desired Organization Level then "Next"
- In the Management Function select "Multiple Record Lost Time"
- Select the Date Range to include
- Select "Next"
- The list of records will be displayed
- Update the values for any records as needed
- Check the Update box of records to be changed
- Select the "Save" button to complete the task
- Remember the 30 minute timer on your session
Comments
0 comments
Please sign in to leave a comment.