**Note: This content is intended for system administrators and is technical in nature**
Batches provide a mechanism to group multiple records together. This is typically used when doing bulk operations or importing data into the system. By grouping records in a batch, they can be easily identified or viewed in a central place.
To add a batch:
- Navigate to Practifi Settings (in the settings menu accessed from the logged in user ).
- Click the Batches tab (represented by ).
- Click the icon to add a batch.
- Complete the fields (required fields will appear in red).
- Click Save.
To edit a batch:
- Navigate to Practifi Settings (in the settings menu accessed from the logged in user ).
- Click the Batches tab (represented by ).
- Click the icon to edit a batch.
- Edit the fields (required fields will appear in red).
- Click Save.
Comments
Article is closed for comments.