Annotation Batch Updates

You can use Annotation Batch Updates to update multiple annotations on a Case in a single operation. This can efficiently assign new coding values to case content.

Annotation Batch Coding enables permitted users to update multiple annotations on a single Case in the a single operation using the Annotation List View. This is a good way to efficiently update large numbers of annotations if you are updating your Case's coding values.

You can use Batch Coding to:

• replace or amend certain values (e.g. turn light green annotations to mid-blue)
• update other fields (e.g. add favorability coding to all green annotations)

Batch Coding can be applied to:

• all annotations
• all filtered annotations
• selected annotations (selected using CTRL+ select or SHIFT+ select)

Firms may wish to limit personnel permitted to perform batch updates. By default most users are restricted from using this feature unless specifically enabled.  For information on enabling case permissions to perform Batch Updates, see Managing Case Permissions.

To perform a batch update:

1. Filter your Annotations to the items you wish to update (in this example we’ve filtered to all of our Case annotations coded green):
   
2. Optional: Select specific annotations from this list (if desired).
3. Click the Gear icon on the bottom-right corner of the Annotation screen:
   
4. Select Annotations > Annotation Batch Update
   
5. The Annotations Batch Update dialog will appear.
   
6. Choose which annotations you wish to update:
   1. “All annotations in current list” means all annotations in your current view, which may be filtered
   2. “Selected annotations” means annotations you have manually selected using CTRL+select or SHIFT+select
7. Choose the field you wish to update using the dropdown:
   
   
8. Next select the updated value (options will vary by field selected)
   
   
   

   (Remember - in this example, we want to take all of the annotations coded “green” and make them “favorable.” We have filtered to “green” and are now updating the favorability field to “favorable.”)

9. Repeat step 7 on the next value if desired. (e.g. I may wish to take all the green annotations converted to favorable and change the color to something else, like yellow or blue).