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Planview Customer Success Center

Bulk Update TECRs

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Introduction

Bulk update the TECRs to save time. You can update the information like Assignee, Status etc. When bulk updating a field or a tab, data will either be replaced (in the case of text fields and drop-down menus) or added (in the case of Stakeholders and combo boxes). 

Pre-requisite

To bulk update TECRs, you must have ‘Bulk Update Environment Change Request’ user permission.

Environment > Requests

Bulk Update TECRs

To bulk update TECRs:

  1. Go to Environment > Requests.
  2. Click the TECR tab
  3. Search and select the TECRs you want to update using the filter options.
  4. Click Action.png.
  5. Select Bulk Update.
  6. The ‘Bulk Update’ pop-up opens. You can update the following fields:
Fields Description
Type Select a TECR Type from the drop-down menu. You can customize the Type using TECR Type Customization.
Assignee Select a User or User Group from the drop-down menu to assign the TECR to.
Start Date/Due Date Select the start and due date of the TECR.
Status Select a status from the drop-down menu. If the TECR workflow is enabled, you will not be able to change the status on this pop-up. For more details on TECR Workflow, see TECR Workflow
Outage If this update contains an outage or change in the outage, select the appropriate option from the drop-down menu and enter the dates accordingly. Select No if there is no outage for the selected TECRs.
  1. After making the required updates, click Update.png.

BulkUpdate1-1.png

The page navigates back to the TECR grid and displays the TECRs with the updates.