How To: Bulk Update Alerts

Summary:

The Bulk Status Update feature streamlines alert management by allowing users to efficiently update multiple alerts at once. While this tool saves time, it should be used with caution. This guide outlines step-by-step instructions, key considerations, and best practices for using the feature safely and effectively.

Overview

The Bulk Status Update feature enables users to efficiently manage and update multiple alerts simultaneously, significantly improving workflow efficiency. However, it is important to exercise discretion when applying bulk updates to ensure data accuracy and prevent unintended changes.

Bulk updates are most appropriate for specific scenarios such as:

• Managing a high volume of inactive licenses.

• Clearing duplicate alerts.

• Dismissing alerts from exclusion sources that are not relevant (for example, exclusions outside the current working state).

These practices help maintain alert integrity while minimizing unnecessary actions.

How to Use the Bulk Status Update Feature

To begin using the Bulk Status Update feature, follow these steps:

1. Select Alerts: Navigate to the Alerts tab from your dashboard. Click the top left checkbox to expand a dialog box. Here, you can select all the alerts on a single page with the same status. For example, you can choose all the "Needs Review" alerts, "Under Review" alerts, or "Resolved" alerts on a page.
   • If you're viewing 25 alerts per page, you can update up to 25 alerts at once.
   • If you're viewing 100 alerts per page, you can update up to 100 alerts simultaneously.
     
     
      
2. Add a Note: It's important to be aware that any note you add while updating the statuses will be applied to all the selected alerts. This helps you keep track of bulk resolves.
   
   
   
    
3. Individual Selection: Alternatively, you can individually select multiple checkboxes on each of the alerts and then update those alerts using the dialogue box.
   
   

Important Notes

Here are some essential points to keep in mind when using the Bulk Status Update feature:

• Automatic Refresh: When you update an alert's status, the alert will automatically refresh with the new status.
• Two-Step Confirmation: To update the status, you must click "Update Status" first. Then, a second dialogue box will appear, where you need to confirm the status update by clicking "Update Status" again. This two-step process is designed to minimize the risk of accidental mass updates.
• Page Limit: You can only update alerts on a single page. If you need to update more than 25 alerts, consider changing your view to 50, 75, or 100 alerts per page.
• Use with Caution:
  Reserve bulk updates for clear-cut cases where the same action applies to many alerts. Avoid using this feature for alerts requiring individual review, especially when status changes could affect compliance, reporting accuracy, or regulatory obligations.