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Answered By: Amy Conerly
Last Updated: Jul 29, 2020     Views: 213

Batch checking-in items using File Export/Load from File

Instructions created by Sharon Wasserman, MW.

If items are in an In, In-Repair or Recently Returned status, then you can use Bulk Change to change items to Withdrawn status.

If items are in a Missing or Out status due to being on a branch card, follow these steps to bulk return the items.
 

  1. Add items to be withdrawn to a record set. NOTE: The owner of the record set must be your branch.
     
  2. Open the record set and select all items.
     
  3. In the workform header at the top of the screen, select ACTIONS > Export.

    Action Export
     
  4. The Export dialog box appears with the Excel File Name displayed. Click Export. The file should download to the downloads folder on your PC.

    Export
     
  5. Go to check-in. Select ACTIONS > Load from file.

    Check In
     
  6. Click Select file and navigate to your downloads folder if you are not already there. Open the file.
     
  7. Once you’ve selected the file, you’ll see a drop-down option for Worksheet/Column Containing Item Barcode. Select Record Set – Column 10 – Barcode.

    Barcode
     
  8. Select Load from file. All the items in the record set will be checked in.
     
  9. You can now go back to the record set and change the item status to Withdrawn.
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Comments (2)

  1. This is helpful- thanks for posting! Most of the items we withdraw here at PH have been sitting in "In-Repair" status or as "In" when we are weeding on the fly. When a manager withdraws the items in the record set, they don't have to bulk check them in. They are able to convert from In-Repair to Withdrawn without the extra check in step. Wondering if that might streamline everyone's discard process?
    by Ginger Hawkins on Jul 29, 2020
  2. Thanks for the comment! The post has been updated the reflect the different situations where branches may use this process to change items that had been checked out to a holding card, vs items that were in In-Repair status.
    by Amy Conerly on Aug 05, 2020