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.

Located

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	IMs	RFCs
Open	Path request	Pre-booking
Harmonization	Path elaboration	Open (PaP)
Harmonization conference	Harmonization conference	Path elaboration (PaP)
Feasibility elaboration conference	Feasibility study request
Alternative offered	Feasibility study elaboration
Observations/Acceptance	Feasibility elaboration conference
Final offer	Post-processing
Path Alteration conference	Path alteration conference
Path alteration offer	Path modification conference
Path modification conference	Path modification request
Path modification offer	Path 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.

Rules

The logic and the rules for the indicator changes are the same as on control:

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.

All you need to do:

Apply the criteria
Filter out the dossiers that you want to bulk edit (the search result will show those dossiers that meet these criteria)
Then select all or some of the dossiers you want to bulk edit (tick the checkbox next to the dossier)
Press the "promote selected dossier" button

The "Dossier promotion" button will be enabled only if you have selected at least one dossier in 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 promotion	Phase from	Phase to	Constraints
Release harmonization	Open	Harmonization	None*
Release consulting	Harmonization	Harmonization 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-processing	Observation/Acceptance	Post-processing	None Make observation in the comment area
Release active timetable	Final offer	Active timetable	All 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.