How to use bulk editing

Content

What is bulk editing?

With bulk editing, you can change the acceptance indicators or promote more than one dossier to the required phase in one step to save time and reduce the amount of work involved.

There are three types of bulk promotion:

  • Acceptance indicator change: you can change the acceptance indicator to another colour
  • Dossier promotion: you can promote dossiers to the next phase or can withdraw dossiers from a current phase
  • Carry forward: you can copy the dossiers for the next timetable period. Click the link to learn How to carry forward dossiers (it will not be covered in this document).

PCS also uses the bulk promotion feature for automatized actions if there are important deadlines. For further details please check the PCS Process & Guidelines.

Where to find bulk promotion?

The bulk promotion can be found under the "My Dashboard" main menu in the "Bulk editing" submenu.

Clicking on the "My Dashboard" main menu expands the submenus. There you will click on the "Bulk editing" which expands its submenus where you will select the required bulk type:

Acceptance indicator change

Once you've selected the Bulk edit type "Acceptance indicator change", you'll be taken to a search page that looks and works almost the same as the "Advanced Search. The "Phase" list shows the phases according to the user type (Applicant, IM or C-OSS) access control (AC). Users can search for the dossiers which they want to edit in bulk. 

To widen the search criteria click the "More" -> "Select all" button. 

Here is a detailed description of the "More" criteria to search by:

  • Dossier name: it works as a "contains" condition, not necessary to enter the exact dossier name
  • Route: a free text field located in Train information dossier-level data
  • Catalogue Path number: it  works with an exact match, and the exact number must be entered
  • Train No.: operational train number
  • Labels: multi-selection drop-down list; it shows all available labels created in the system
  • Train type: select cargo or passenger train type
  • Dossier type: multi-selection drop-down list, lists all dossier types registered in the system
  • Stop: multi-selection drop-down list, start type in the location name you want to search by
  • RFC Corridor: multi-selection drop-down list, lists all Corridors registered in the system
  • Phase group: it contains the following groups:
    • Harmonization and path studies: list dossiers that are in the Open, Harmonization, and Feasibility Study phases.
            Hint: when searching for the Feasibility Study phases, please select the Feasibility process type.  
    • Working to draft tt: since the path request phase in the new path request process type is a milestone it lists the dossiers that are in the path elaboration phase.
    • Draft issued for observations: list dossiers that are observation/acceptance phase.
    • Working to final tt: list dossiers that are in the post-processing phase.
    • Last tt issue: list dossiers that are in final offer, active timetable, and closed phases.
  • My company is leading
  • Participants: multi-selection drop-down list, select involved agency
  • My acceptance indicators: multi-selection drop-down list, lists dossiers where my agency's acceptance indicators are described below
    • Not yet processed: list dossiers that have blue lights
    • Being processed: lists dossiers that have yellow lights
    • Not accepted: lists dossiers that have red lights
    • Accepted: lists dossiers that have green lights
  • Acceptance indicators: multi-selection drop-down list, lists dossiers where the acceptance indicators are described below (including my agency)
    • Not yet processed: list dossiers that have blue lights
    • Being processed: lists dossiers that have yellow lights
    • Not accepted: lists dossiers that have red lights
    • Accepted: lists dossiers that have green lights

List of phases where users can change acceptance indicators:  

Applicants       IMsRFCs
OpenPath requestPre-booking
HarmonizationPath elaborationOpen (PaP)
Harmonization conferenceHarmonization conferencePath elaboration (PaP)
Feasibility elaboration conferenceFeasibility study request 
Alternative offeredFeasibility study elaboration 
Observations/AcceptanceFeasibility elaboration conference 
Final offerPost-processing 
Path Alteration conferencePath alteration conference 
Path alteration offerPath modification conference 
Path modification conferencePath modification request 
Path modification offerPath modification elaboration 
 Open (PaP) 
 Path elaboration (PaP) 
 Open (CT) 
 Path elaboration (CT) 

 

After you get the wished dossiers in the grid as a search result,  you can select them from the table with the checkboxes. Once the dossiers are selected, the drop-down list will be enabled at the top of the grid, where you can select the target light.

Before applying the necessary changes the system shows a confirmation message and asks you whether you really want to change the acceptance indicators of the selected dossiers.

Please note that the logic and the rules for the indicator changes are the same as in one dossier's control segment.

  • You are not able to set back the acceptance indicator to blue
  • You can set green light to a dossier only if the mandatory times and the mandatory parameters are fulfilled

The update is done in the background and can last a few minutes before the change is visible in the system. 

Dossier promotion

After choosing the "Dossier promotion" Bulk edit type, the user will be redirected to a search page. Here you can search for the dossiers which you want to promote. It also looks similar to the "Advanced search" page, but with different content.

In the  "Dossier promotion"  drop-down list you select the target phase where you want to move the dossiers to. The search result will show those dossiers that may meet this criterion. Once the dossiers are listed in the table, you can select them with the checkboxes. If you have selected at least one dossier, the "Dossier promotion" button will be enabled on the top of the grid.

 

Dossier promotion constraints and possible transitions:

For Applicants

New Path Request/TTR New Path Request/Late Path Request/Ad-hoc Path/Rolling Planning request processes:

Dossier promotionPhase fromPhase toConstraints
Release harmonizationOpenHarmonizationNone*
Release consultingHarmonizationHarmonization conference
  • None
  • Dossier with PaPs it is only possible if the dossier contains at least one Feeder or an Outflow
Send path request**Harmonization
  • Pre-booking (dossier with PaPs)
  • Path elaboration
  • Complete all missing data
  • The calendar must be consistent
  • All Applicant lights must be green
Withdraw dossier
  • Pre-booking
  • Path elaboration

Harmonization

  • None
  • Place the "reason for the action" comment
Release post-processingObservation/AcceptancePost-processing
  • None
  • Make observation in the comment area
Release active timetableFinal offerActive timetableAll Applicant lights must be green
Close dossier
  • Open
  • Harmonization
  • Observation/Acceptance
  • Active timetable
Closed
  • None
  • Active timetable: after the start of the timetable period

* None= there are no constraints or the promotion can be made regardless of the colour of the lights (yellow/green). The promotion from the Open phase can be done with blue light.

** Path Request is a milestone in PCS.

 

Feasibility study (Paht study) process

Dossier promotionPhase fromPhase toConstraints
Back to harmonization

Harmonization conference

Harmonization

None*

Release Feasibility study request

Harmonization conference

Feasibility study elaboration

  • None
  • Complete all missing data
Withdraw from feasibility study 
  • Harmonization conference
  • Feasibility study elaboration

Harmonization

  • None 
  • Place the "reason for the action" comment
Acknowledge feasibility study request 

Feasibility study result

Harmonization

None

* None= there are no constraints or the promotion can be made regardless of the colour of the lights (yellow/green). 

 

Path modification process

Dossier promotionPhase fromPhase toConstraints

Submit path modification request

Path modification conferencePath modification elaboration

All Applicant lights must be green

Ask for adoption

Path modification Offer

Path modification elaboration

  • None*
  • Place the "reason for the action" comment

 

Accept path modification offer

Path modification Offer Active timetableAll Applicant lights must be green

Reject path modification offer

Path modification Offer Active timetable
  • None
  • Select the rejection code and place the "reason of rejection"  comment

Withdraw path modification

  • Path modification conference
  • Path modification elaboration
 Active timetable
  • None 
  • Place the "reason for the action" comment

* None= there are no constraints or the promotion can be made regardless of the colour of the lights (yellow/green). 

 

Path alteration process

Dossier promotionPhase fromPhase toConstraints
Ask for offer adaptionPath alteration offerPath alteration conference
  • None*
  • Place the "reason for the action" comment
Accept path alteration offerPath alteration offerActive timetable

All Applicant lights must be green

Reject path alteration offer

Path alteration offerActive timetable
  • None
  • Select the rejection code and place the "reason of rejection"  comment

* None= there are no constraints or the promotion can be made regardless of the colour of the lights (yellow/green). 

 

IMs

New Path Request/TTR New Path Request/Late Path Request/Ad-hoc Path Request/Rolling planning processes:

Dossier promotionPhase fromPhase toConstraints
Reject dossierPath elaborationHarmonization
  • None*
  • Place the "reason for the action" comment
  • Submit draft offer** (fully harmonized)
  • Submit partial harmonization (not fully harmonized)

 

Path elaboration

 

Observation/Acceptance
  • All IM lights must be green
  • Partial harmonization: not all IMs lights are green, place the reason for the action comment
  • Submit final offer (fully harmonized)
  • Submit partial harmonization (not fully harmonized)
Post-processing Final offer
  • Complete all missing data
  • All IM lights must be green
  • Partial harmonization: place the reason for the action comment
Close dossier
  • Post-processing (fully harmonized)
  • Active timetable
ClosedActive timetable: after the start of the timetable period

* None= there are no constraints or the promotion can be made regardless of the colour of the lights (yellow/green). 

** Draft offer/Late request offer/Ad-hoc request offer is a milestone in PCS.

 

Feasibility study process

Dossier promotionPhase fromPhase toConstraints
Back to harmonizationHarmonization conferenceHarmonizationNone*
Release feasibility study elaboration conference

Feasibility study elaboration 

Feasibility study  elaboration conference

  • Complete all missing data
  • None
Return to feasibility study elaboration

Feasibility study elaboration conference

Feasibility study elaboration

None 

Release feasibility study result

Feasibility study elaborationFeasibility study resultNone
Withdraw feasibility study result

Feasibility study result

Feasibility study elaboration

  • None
  • Place the reason for the action comment

* None= there are no constraints or the promotion can be made regardless of the colour of the lights (yellow/green). 

 

Path modification process

Dossier promotionPhase fromPhase toConstraints

Submit path modification offer

Path modification elaborationPath modification offerAll IM lights must be green

Reject path modification request

Path modification elaboration Active timetable
  • None*
  • Select the rejection code and place the "reason of rejection"  comment

* None= there are no constraints or the promotion can be made regardless of the colour of the lights (yellow/green). 

 

Path alteration process

Dossier promotionPhase fromPhase toConstraints
Submit path alteration offerPath alteration conferencePath alteration offerAll IM lights must be green
Withdraw path alteration conferencePath alteration conference Active timetable
  • None*
  • Place the reason for the action comment

Withdraw path alteration offer

Path alteration offerActive timetable
  • None
  • Place the reason for the action comment

* None= there are no constraints or the promotion can be made regardless of the colour of the lights (yellow/green). 

 

The availability of the dossier promotion among the agencies (Applicant, IM, RFC, leading, involved) is the same as in dossier control.

 

Pre-Arranged Path and Catalogues

IMs/RFCs

Dossier promotionPhase fromPhase toConstraints

Release Path Elaboration (PaP)

Open (PaP)Path elaboration (PaP)None*

Publish PaP catalogue

Path elaboration (PaP)Published PaPAll IM/RFC lights must be green

Withdraw PaP

Published (PaP)Path elaboration (PaP)None*

Close PaP

Published (PaP)ClosedNone

* None= there are no constraints or the promotion can be made regardless of the colour of the lights (yellow/green). The promotion from the Open phase can be done with blue light.

 

IMs

Dossier promotionPhase fromPhase toConstraints

Release Path Elaboration (CT)

Open (CT)Path elaboration (CT)None*

Publish catalogue

Path elaboration (CT)Published CTAll IM lights must be green

Withdraw catalogue

Published (CT)Path elaboration (CT)None

Close catalogue

Published (CT)ClosedNone

* None= there are no constraints or the promotion can be made regardless of the colour of the lights (yellow/green). The promotion from the Open phase can be done with blue light.

How to define the search criteria to get the correct dossiers in the search results? 

  1. Choose the correct process: In the previous paragraph, the title in front of each table will tell you the process you need to choose. 
  2. Choose the target phase in the "Dossier promotion" field: In the previous paragraph, the "Phase to" in the table.

The system will now show you the search results. You will get the dossiers that can be promoted to the chosen target phase. You now need to filter out the dossiers that you want to bulk edit: in the filter choose the phase you need to promote it from; in the previous paragraph, the "Phase from" in the table. Then select all or some of the dossiers you want to bulk edit. 

Confirmation of dossier promotion

Before applying the necessary changes the system shows a confirmation message and asks you whether you really want to promote the selected dossiers.

The update is done in the background and can last a few minutes before the change is visible in the system.