Once you have found a batch (see: To find a batch), you can perform the following actions.

• add records from one batch to another batch

• complete a batch

• reject a batch

• reassign a batch to another user

• create a new batch

• purge a batch

Prerequisites

• Find a batch. See: To find a batch

• Using the Select column, select the batch on which to perform the action.

  Note: You can also perform many of these actions from the Batch Summary page using the Actions field. You cannot create a batch from this page, but you can import the batch.

   To add to a batch:

You can add all types of item and structure information, such as item attributes, people, category assignments, component attributes and various other data to a batch, at the same time. See: To add records to an existing batch.

   To complete a batch:

You can complete a batch once all the required records are either imported or excluded. To complete a batch, you can confirm or leave the records unconfirmed if you do not want to import them.

1. Select a batch, then click Complete. The Batch Status column now displays Completed for the batch.

   Once a batch has a status of complete, you cannot perform any actions on the batch. You can delete the batch or re-activate it.

   To reject a batch:

1. Select a batch, then click Reject. The Batch Status column now displays Rejected for the batch.

   You can no longer perform any actions on a batch once it has a status of Rejected, but you can delete the batch. You can also re-activate the batch.

   To reassign the batch:

1. Select a batch, then click Reassign. The Reassign Batch page appears. Find and select another user to assign to the batch.

   When a batch is assigned to another user, you cannot make any changes to the batch. If you need to make changes to the batch, reassign it to yourself.

   To create a new batch:

See: Creating Batches

   To purge a batch:

1. Select a batch, then select Purge from the Actions field.

2. In the Purge Batch page, select one of the following options in the Import Status field:

   • Success - Purges the data of all successfully processed entities within the batch.

   • Fail - Purges the data of all failed entities within the batch.

   • Partial - Purges the data of all partially processed entities within the batch.

   • All - Purges the data of all entities within the batch, but leaves the batch itself intact.

3. Click Apply.

   The Purge concurrent program initiates and you receive a concurrent program confirmation message along with the concurrent request ID. Verify that the concurrent request executed properly and the data was purged.