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Wednesday, May 18, 2011

Tech Tip: Using Batch Edit in the Member Database

Your Aladtec online employee scheduling system already includes a robust and fully-customizable database management system. The Member Database (accessible through the Members tab) can be used to track as few or as many member attributes, certifications, or anything as you would like.
Check out a tutorial on the Member Database:

Batch Edit
allows you to edit multiple fields simultaneously. This comes in handy when you need to change an attribute for several employees.
To batch edit a field, follow these easy steps:
  1. Make sure you have the field you want to edit displayed in the list view. If it is not in your current view, click "Modify" next to the Display pull-down menu. Select the fields you wish to view and click "Apply" to refresh your database list. You may also click on “Save as…” to save this view in the Display pull-down menu of your account.
  2. Select the members you want to edit by clicking on the check box to the left of each members' name.
  3. Click "Batch Edit" at the top of the column you are editing.
  4. Depending on what kind of field you are editing, you will have different edit options:
  • To edit a text, date, or expiration date field, enter the text or date and click “Save.”

  • To edit a single-option field (e.g. Employee Type), select the appropriate option from the pull-down menu and click "Save."
  • To edit a multi-option field (e.g. Schedule Permissions), select the options you wish to edit, then choose to either add or remove the selected choices from the selected members.

Using Batch Edit with the Member Database can help keep organized, accurate, and helpful information stored in one easily accessible place.

Remember: You can also edit each cell individually
by hovering over the cell and clicking the "pencil" icon. 

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