How to use the Condition Update tool

The Condition Update tool can be used to update the condition information of the current record or to batch update multiple objects.

To perform a bulk condition update:

  1. Search the Catalog module for the objects to be updated.
  2. Select the objects to be updated.
  3. Select Tools>Recondition>Selected Records to display the Condition Update box:

    Condition Update

  4. Select a status from the Condition Status drop list.
  5. The Date Checked field is automatically populated with the current date. You can overwrite this if necessary:

    Type the date or use the Calendar Control Calendar Control to select a date.

  6. Click Attach Attach beside the Checked By field.

    The Parties module displays.

  7. Search for the relevant Parties record and click Attach Attach Current Record in the Tool bar.

    Summary Data from the Parties record populates the Checked By field.

  8. Add details in the Condition Details field.
  9. Add details in the Handling Instructions field.
  10. Click Update.

    The Condition update is processed and the Updating box displays an indication of the number of records processed.

  11. Click OK when the update has finished.