Bulk Replace Cost Codes
If dockets have been assigned the wrong cost code, you can replace the cost code for multiple dockets at the same time.
Note: Cost codes can only be bulk updated for dockets that are not in the Draft state.
In this article
Permissions
To access the Super User dockets page (Menu > Super User) and edit docket cost codes in bulk, you must have the following permission:
- Dockets Super User
Bulk Replace Docket Cost Codes
To bulk replace a cost code in multiple dockets at once:
Note: Dockets in a Draft state cannot have their cost codes bulk edited. Selecting any Draft dockets will stop the Replace option being shown under the Bulk Actions menu.
- Sign in to Virtual Superintendent.
- Click Menu > Super User. The Super User dockets page opens.
- Filter the dockets to find the ones you want to update. For example, filter by supplier, state, and cost code.
- Select the dockets you want to update using the checkboxes.
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Click Bulk Actions. The Bulk Actions menu opens.
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Click Replace. The Bulk Replace dialog opens.
Click or tap to expand image - Open the Find Cost Code dropdown and locate the cost code you want to replace (the cost code currently used in the selected dockets).
- Open the Replace Cost Code dropdown and locate the replacement cost code you want in the selected dockets (the cost code the dockets will be updated to use).
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Click Save. The Processing Tasks panel appears on the right side of the Super User dockets page and the replacement process begins.
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Processing may take several minutes if many dockets are selected, but you can leave the page and continue working while the task runs.
if you leave the page, a notification appears on the Processing Tasks icon next to the main menu button when processing completes. Click the notification icon to reopen the Processing Tasks panel and view the details of the completed bulk edit task.
To verify that your changes were made:
- In the Processing Tasks panel, click View Details to view a summary of the bulk replacement task.
- On the Super User dockets page, filter the dockets by the new cost code (using the filter at the top of the Cost Code column) to confirm that the replacement cost code was successfully assigned.
Video Guide
Watch the following video guide to see a demonstration of bulk cost code replacement in dockets: