Area / Template Mass Update - WebTMA 5

Path: Transactions > Custodial > Area / Template Mass Update

The Area / Template Mass Update window is used to change information on many Area records at one time. You can change any or all of the following on selected Area records:

  • Active Status (Area / Identity Tab)
  • Square Footage (Area / Custodial Info Tab)
  • Custodial Template (Area / Custodial Info Tab)
  • Flooring (Area / Custodial Info Tab)

Use the Area / Template Update Query window to select a Location Type and as many locations within that Type as needed. The list of locations can be filtered using the fields at the top of the list in the same way you filter the Area Type list.

The Area Type Subtab and the Other Criteria Subtab offer additional options to filter your results.

Once you have made your selections, click the List Areas button.

Area / Template Mass Update Results

Path: Transactions > Custodial > Area / Template Mass Update

Mark the check boxes of the Areas you wish to update and click the Mass Update button.

The Area / Template Mass Update popup window gives you the option to do the following:

  • Mark the Area record as Active or Inactive on the Area / Identity
  • Add the same Actual Sq Ft to each Area record. This applies to the Actual Sq Ft field on the Area / Identity Tab and the Sq Ft field on the Area / Custodial Info
  • Assign or change the Custodial Template that applies to the selected Area records.
  • Select the type of Flooring
  • Add comments to the Comment

Unless the Include check box for each option is checked, your changes are not invoked. When you mark or select a field and tab out, WebTMA automatically marks the corresponding Include check box; however, if you want to Inactivate records, the Include box must be checked and the Active box must be clear.

When you click the Update button, WebTMA makes your included changes to all the selected Area records.

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