Mass Maintenance

Correct and Post Failed Records

Mass Maintenance processes partial posts if one or more records error while trying to post. The records without errors post successfully while the failed records display on the Data Entry role page to be corrected. A workflow email is generated notifying the data entry role that records need processing.

For example if 100,000 records are posted and 10 fail, the successfully posted records are filtered out thereby allowing the user to work with and fix only the failed records.

NOTE: If the request was initiated by an external request scenario that created an Excel-initiated request and that request fails to post, the request will be reset. Mass Maintenance sends an email to the email address that originated the request. The email has an Excel file attached that contains the data entry records and information about why the request failed. The user must correct the errors in the Excel file and send the corrected file to the External Email Account to begin the process again.

There are three ways to edit or fix data whether making a change or fixing errors.

Click DATA ENTRY for the Data Entry role on the Request (Roles) page and edit the records on the data entry page. This is recommended when only a few changes need to be made. Refer to Manually Change Data  for more information.

Download the request data to a spreadsheet and make changes in Excel. This is recommended when there are a lot of changes or calculations need to be made. Refer to Import a File at the Request-Role Level  for more information.

Use the MassChange page in Mass Maintenance to execute a mass change on the remaining records on the DataEntry page. Refer to Mass Change Data  for more information.

To correct and post the failed records:

  1. Select Requests on the Navigation pane.

    NOTE: The STATUS column displays Posted with Errors if a request contains failed records.

  2. Click Roles for a request with failed records.

    NOTE: The count on the Roles icon is the number of roles the current user can access, not the total number of roles for the request.

  3. Click DATA ENTRY for the Data Entry role.

    NOTE: The Post Message indicates why the record failed.

  4. Click Edit for the failed record.
  5. Correct the error.
  6. Click Save.
  7. Click the browser’s Back button.

  8. Click Finish for the data entry ROLE ID.

NOTE: A Workflow email is sent to the next role and the request is processed like any other.

Refer to Correct Rejected Records for additional information.