Global Update Sub-tab – District (Resource Manager)

Global Update performs a search and replace to update all resources or a specified resource type in a branch or branches of the template tree for your entire district or a particular site.

Important: This process cannot be reversed. Before proceeding, make sure you have a current backup of your database.

Perform a Global Update

  1. Log in to the district.
  2. Select Catalog > Update Resources > Global Update sub-tab.
    Global Update at the district.
  3. Use the For drop-down to select the district or a specific site.
  4. Next to Resource Types, click Update to select the resource type of the item being updated.

    Note: While this is not required, if a Resource Type is selected, the Select an item field drop-downs will reflect custom fields for that particular resource type.

  5. Use the Whose drop-down to select an item field. Then, in the is drop-down or field, select or type the data you want to find.
    important: If you globally update items based on the purchase order, a pop-up appears that explains the effect of the update. Read the information carefully before you proceed.
  6. Use the Change drop-down to select the item record field you want to change. Then, in the to drop-down or field, select or type the new information for the item field.
  7. To add a note to the item's permanent Transaction History, type it in the Add historical note field.
  8. Click Update. A confirmation pop-up appears. Select accordingly. If you select Yes, the Job Manager appears.
  9. Click Refresh List to view the status of the job. When the status changes to Completed, click View to open the Job Summary.