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Batch Entry

To add or update information in the database, you can add or edit an individual record with the appropriate information. When you add or edit many records at once, this process may take a long time, depending on the number of records affected. Batch entry is an alternate method to add or update records in your database.

In Batch entry, you enter and update information on records quickly because you do not open each individual record. Instead, you create a batch template to specify the fields to add or update in each various type of record. The program lists the selected fields as fields in a spreadsheet, called a batch, so you can efficiently enter information in the database. When you create a batch template, you also select a batch workflow, which defines the process a batch goes through to add or update its records in your database.

Batch Process

Batch Search

Batch Entry Page

Resolve Batch Exceptions

Batch Data Entry