Introduction

The StarPM: Mass Update module allows users to update large numbers of Client (Partners and Managers) and Job (Partners and Managers) records, selectively but in a single operation, on a batch basis.

The StarPM: Mass Update (Web) module is independent of the Star PDM Mass Update (Windows) application. StarPM batches cannot be viewed or amended using Star PDM, and vice-versa.

In Star PDM, Client- and Job-related information is usually updated on a Client-by-Client or Job-by-Job basis, using the appropriate Client or Job User-designed Form (UDF) to update individual records. Where there are many records to be updated this approach is inefficient, and therefore costly. The StarPM: Mass Update module streamlines this process, and provides enhanced mass update functionality.

Star PDM currently handles only Job Status updates, while StarPM: Mass Update handles only Partner/Manger updates. Job Status updates can be achieved in StarPM using the StarPM: Custom Forms (UDF) module to update individual records (as in Star PDM).

Among the most common changes made in updates are those to the assignment of Partners and Managers responsible for Clients and Jobs, leading to portfolio re-allocation. These changes are often interrelated, and typically occur in the following circumstances:

• New Partners and/or Managers joining,
• Promotions,
• Departures and retirements,
• Mergers and acquisitions, bringing in new portfolios.

In such cases, StarPM: Mass Update functionality enables the selective update of large numbers of Client and Job records in a single operation, and on a batch basis, including the following data:

• Client partners,
• Client managers,
• Job partners,
• Job managers.

Before Staff can use Mass Update, an administrator must complete various set-up tasks. For details, see Setup.