Maintain Multiple Objects

Updating Object Fields

There are two way to update the object fields:

1. Direct update within EAM interface: Users can update the required fields directly within the system interface.
2. Bulk update using Excel: Bulk update using the excel import/export method.

Direct Update Within EAM Interface

To manually update the fields for multiple objects within the Enterprise asset management interface,

1. Go to Enterprise asset management > All objects.
2. On the All objects screen, select the objects that require updates.
3. From the top menu, navigate to Object > Maintain > Multiple objects (see screenshot 01).
4. On the Maintain multiple objects screen, modify the necessary fields (Object ID, Name, Object Type, Product, Model, Functional Location). Note that on this screen you can see the existing value of the field and the new field. Enter the modifications in the new field column as necessary (see screenshot 02).
5. Click the Update object details button to save the changes.
6. Return to the All objects screen to view the changes.

01: 'All objects' screen with navigation to 'Maintain multiple objects'.

02: 'Maintain multiple objects' screen with list of objects to edit and option to edit.

Bulk Update Using Excel

For bulk updates, users can utilize the excel import/export functionality:

1. Go to Enterprise asset management > Objects > All objects.
2. On the All objects screen, select objects that require updates.
3. From the top menu, navigate to Object > Maintain > Multiple objects (see screenshot 01).
4. On the Maintain multiple objects screen, you can see the list of objects selected for modification.
5. To download the objects data file click on Download Excel (see screenshot 02).
6. Make the required modifications to the fields externally in the downloaded excel file (Object Id, Name, Object type, Product, Model, Functional location).
7. Upload the updated file back into the system using the Upload Excel button. (Note: You can add more objects in the Excel file by just adding the Object Id in the Excel)
8. Review the imported data and ensure all changes are reflected correctly.
9. Click the Update object details button to apply changes to the system.

01: 'All objects' screen with navigation to 'Maintain multiple objects'.

02: 'Maintain multiple objects' screen with 'Download Excel' and 'Upload Excel' options.