The Bulk Status Change feature allows users with CUSTOMER_ADMIN roles to update the statuses of multiple Alerts in a single operation. Follow the steps below to use this feature effectively.
Preparing to Bulk Change Alerts
Before starting, ensure you have a list of the alert IDs that need to be updated. These IDs must be in a comma-separated format (e.g. 232435433,232323436,23232654343). Here’s how to prepare them:
Export the Alert IDs:
In the Alerts view, apply filters to narrow down the alerts you wish to update status of.
NB! For each bulk status change operation, you can only edit one type of alert (e.g., only Monitoring alerts). Ensure your filter contains only one type of alerts.
Use the Alert Export feature available in the Alerts view, select any template
Download the selected alerts data in a CSV file. The first column of the file contains IDs.
Save a CSV Containing Only Alert IDs:
Use a spreadsheet editor such as Microsoft Excel, Google Sheets, or any other CSV-compatible software.
Open the exported file.
Copy the first column (Alert IDs) and paste it into a new file.
Save this new file as a CSV with only the alert IDs.
Format the IDs as a Comma-Separated List:
Open the newly saved file in a text editor such as TextEdit (Mac) or Notepad (Windows).
Use the Find and Replace function to convert line-separated IDs into a comma-separated format:
In the Find field: enter a line break (
Option + Enteron Mac,Ctrl + Enteron Windows).In the Replace field: enter a comma (
,).
Save the modified file. This will create the properly formatted list of alert IDs required for the process.
Using the Bulk Status Change Tool
Once you have the prepared list of alert IDs, follow these steps to change the alert statuses in bulk:
Access the Tool:
Navigate to the Admin section in the navigation bar.
Click on Bulk Status Change.
Specify Alert Type:
Choose the type of alerts to update: Monitoring, Screening, or Bridge.
⚠️ Note: Different alert types cannot be processed together. Ensure all IDs in your list correspond to the same alert type.
Input Required Details:
Assign to: Select the user to whom these alerts will be assigned.
Status: Choose the new status you wish to apply.
Comment: Add a comment that will apply to all alerts in this operation.
Add Alert IDs:
Paste the comma-separated list of alert IDs into the provided input field.
Review and Confirm:
Verify all details, including the number of alerts being updated.
Click Confirm to initiate the process. You will be prompted to confirm your action once more before the operation begins.
Key Considerations
All fields must be completed: The system will not allow you to proceed with the status change until all fields are filled out correctly.
ID validation:
The system will check for formatting errors, such as trailing commas or non-numeric characters.
It will not validate whether the alert IDs exist in the system. Double-check your list for accuracy.
Process execution:
Once confirmed, the system will process alerts one at a time.
This operation cannot be canceled once it has started.