The Bulk Updates Tool can be used to update option templates. Bulk updating Fixed Settings on a template will of course affect the Fixed Settings of upcoming scheduled options.
To Bulk Update Option Templates, take the following steps:
- Go to the Tools menu and expand Additional Tools.
- Click Bulk Updates.
Bulk Updating Option Templates in UC Classic
In order to update Option Templates, you will need to indicate which Options you'd like your changes to apply to, which aspects to update, and what the new settings should be. Finally, you will confirm your changes and process the bulk update.
Here are the steps:
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- In the Bulk Updates tool, select Option Templates.
- On the Filters page, indicate which Option Templates you wish to adjust and click Select.
- You can use the Change Filters link at the top to change which Templates are displayed for selection.
- Check the box to the left of any setting you wish to update.
- Enter your new values to the right of the indicated setting.
- Click the Next button.
- On the summary page, review your changes and click Process Bulk Update.
- Confirm your change as prompted.
These changes will affect the Option Templates you selected. Changes to Flexible Settings will not impact any options already scheduled from these templates.
Any adjustments to Fixed Settings will affect all instances of options scheduled from these templates.
A more detailed breakdown of the pages and terms is listed below the video.
Watch a Video: How to Bulk Update Option Templates in UC Classic
Bulk Update Details for UC Classic
1. Filters
On the Filters page, you can select individual options sessions by checking the box to the left of the desired session.
- Clicking no boxes will select ALL displayed options.
- Click the Select button.
Tip
You can change the displayed options by clicking the Change Filters link. You can then filter which options display by checking the box for specific Option Categories. Once you've selected your filters, click the Apply Filters button to return to the session selection page.
2. Settings
On the subsequent page, indicate which settings you wish to change by checking the box next to the desired setting(s). After checking the box, indicate the new value for the setting to the right.
When you've selected the settings and set the new values, click the Next button to confirm your changes.
- Display Information: This section can be used to update the option Category, Subcategory, Confirmation Note, and Visibility.
- Fees: Update the financial aspects of an option, including its cost, Pricing Structure, Collection amount, Cancellation Fees.
- Availability: Update the Availability Limit, as well as Age or Grade Limitations on who will be eligible for this option.
- Additional Settings: This section covers some of the more advanced aspects of Option Templates and should be addressed carefully. This includes Option Documents and Online Forms that are triggered by selection of this option, as well as Option Child settings and more.
3. Confirm Changes
UltraCamp will display a list of the option templates to be updated along with the setting or settings that will be updated.
Note
You MUST click the Process Bulk Update button in order to complete the changes.
To bulk update option templates in UltraCamp Beta:
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- Click the Menu icon.
- Click Tools.
- Select Bulk Settings Update in the Reservations section.
- Click Option Templates.
A Quick Guide to Updating Option Templates in UC Beta
In order to update Option Templates, you will need to indicate which Options you'd like your changes to apply to, which aspects to update, and what the new settings should be. Finally, you will confirm your changes and process the bulk update.
The Bulk Updates tool allows you to quickly change one or more settings across multiple option templates.
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- Indicate the Option Templates you wish to update and click the Select button.
- Check the box to the left of any setting you wish to update.
- Enter your new values to the right of the indicated setting.
- Click the Next button.
- On the summary page, review your changes and click Process Bulk Update.
- Confirm your change as prompted.
These changes will affect the Option Templates you selected. Changes to Flexible Settings will not impact any options already scheduled from these templates.
Any adjustments to Fixed Settings will affect all instances of options scheduled from these templates.
A Detailed Guide to Updating Option Templates in UC Beta
1. Filtering Option Templates
By default, all of your Option Templates are selected. You can change the selected templates by:
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- Clicking the Edit button under the Applied Filters section and adjusting the Category filters.
- Unchecking the All Sessions box and selecting option templates individually.
If you edit the filters, you can adjust which sessions are available by unchecking the box for All Categories and then checking individual categories.. Once you have adjusted the Category filters, click the Apply button to return to the Option Template selection page.
When you are satisfied with the templates you have chosen, click the Select button.
2. Changing Settings
Multiple settings can be changed by checking the box to the left and adjusting the data to the right of each setting. Option Template settings are divided into the following sections:
- Display Information: This section includes settings that affect the display behavior of options, including Category, Sub Category,and Description. It also can update visibility and selection options.
- Fees: Adjust option Non-refundable Fee, Cost, Free to Age settings, Cancellation Fee and Allocation Account.
- Availability: Here you can set the Availability Limit, Age or Grade requirements, and settings for calculations with group registrations.
- Additional Settings: Update the Confirmation Note, Document attachments, Online Forms triggered by the template(s), as well as Payment Plans and Option Parent-Child settings here.
Once you have finished selecting the settings you wish to update, and you have input the new data, click the Next button to proceed.
3. Confirm Changes
UltraCamp will display a list of the option templates that will be adjusted along with the setting or settings to be updated.
You MUST click the Process Bulk Update button in order to complete the changes. You will be prompted by your browser with a final confirmation.
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