Responsibility Maintenance

Back to Utilities Back to FAQ and How To's Back to Mass Maintenance

1 Introduction
2 Action: Edit a Single Date
3 Action: Process a Date Range

Check out our Responsibility Maintenance Quick Byte Video!

QUICK BYTE VIDEO	DESCRIPTION

QUICK BYTE VIDEO	DESCRIPTION
Qbyte Metrix - Responsibility Maintenance	Qbyte Metrix users can learn how to easily change the PA Responsible and/or Contact Name for an Entity by a Single Date or a Date Range.

Introduction

Responsibility Maintenance provides the ability to change the PA Responsible and/or Contact Name for an Entity by a Single Date or a Date Range.

Selecting the Responsibility Maintenance menu option displays the following screen:

The available Actions are 'Edit a Single Date' and 'Process a Date Range'. The default Action is 'Edit a Single Date'.

Action: Edit a Single Date

Entering either a Control Group or User Responsible and pressing View will display the following screen:

This screen is in View Mode.
The data on the grid can be sorted/filtered by all of the columns and additional pages can be viewed by selecting Next.
Selecting Edit will display the same grid in Edit Mode.
In Edit Mode a single row, multiple rows can be selected by selecting by highlighting each row or all rows can be selected by using the Select All button.

Once you have selected the entries you want to change (at least one row) the User Responsible (combined column to display Individual and PA Responsible) and/or the Contact Name should be selected from the dropdown or entered. These changes can be Saved by clicking the Apply and then Save. The User Responsible is available at all Facilities as PA Responsible and at the Region as Individual Responsible. The Contact Name is only available at the Battery.

Action: Process a Date Range

When the Action is Process a Date Range, the following screen is displayed:

You have the option of entering a Date Range and either a Control Group or From User Responsible.

The Start Production Date is defaulted to the Metrix Implementation Date (Administration > System Configuration > Functional Implementation).
The End Production Date cannot be greater than the Corporate Production Date. Either a Control Group or From User Responsible must be entered.

1. Select To User Responsible and/or enter the To Contact Name. The User Responsible is available at all Facilities as PA Responsible and at the Region as Individual Responsible. The Contact Name is only available at the Battery.

The Submit button initiates the process and submits a batch process.
The Process Monitor screen can be used to track the status of the job.

2. If needed, use Action: Edit a Single Date to verify the changes once the process completes.