| 1. | From the Batch page in Administration, click Batch entry. The Batch Entry page appears. |
| 2. | Select the Uncommitted Batches tab. |
| 3. | Under Uncommitted batches, click the double arrows next to a batch to expand its row. On the action bar, click Edit batch. The batch data entry screen appears. The items that appear on this screen depend on the selected batch template. |
Tip: You can limit the batches that appear in the Uncommitted batches grid to those of a specific type of data. To filter the grid, select a date in the Date range field or select Show only batches with exceptions and click Apply. Use a search field to search for specific details associated with a batch, such as a batch template or owner. You can also filter each column in the grid.
Note: The spreadsheet displays the fields and default values of the batch template selected to create the batch. When the batch is committed, each row of the spreadsheet that contains information becomes a new record or updates a record.
| 4. | In the grid, enter or update data for the records. To move from column to column, press Tab on the keyboard. For more information about data entry into a batch, see Batch Data Entry. |
Tip: To quickly perform tasks on the toolbar ribbon using your keyboard, click Ctrl + M. Shortcut keys are then displayed over each feature that is available in the current view. To access a task, click the corresponding letter. To exit the shortcut key display mode, select Esc, or simply click your mouse.
Tip: The grid can contain up to 50 records. If you add more than 50 records into a grid, the batch adds a new page for the additional records. To navigate through the pages of the batch, click the right or left arrows next to the Displaying page field, or press Page Up or Page Down on your keyboard.
Note: To prevent the creation of blank address records, we recommend you delete default address information from the batch row when you add a record with no address data.
Note: To save the batch data entry at any time, click Save on the action bar or press Ctrl+ S on the keyboard. If the batch data entry contains errors, such as a required field left blank, a message appears to inform you the batch is saved or that errors exist. To return to the batch data entry screen, click OK. If necessary, correct any errors and attempt to save the batch again.
| • | For columns with a down arrow, select the entry. For example, in the Constituent Type column of a constituent batch, select Individual or Organization. |
| • | For columns with a search button, use a Search screen to find the entry in the database. |
Note: When the item you want to enter in the batch is not currently in the database, you can typically add it from the search screen. To add an item to the database, click Add on the action bar of the Results grid.
| • | For columns with date information, select the date from a calendar. To automatically enter the current date in a date field, press F3 on your keyboard. |
Note: Depending on the selected batch type, you can view additional information or perform various batch entry tasks. For more information about data entry into a batch, see Batch Data Entry.
| 5. | To save the information and close the batch, click Save and Close on the toolbar. |
| • | When the program detects an error in the batch data entry, such as a required field is left blank, a message appears to inform you of the error. Click OK and correct any errors. |
| • | When the program detects no errors in the batch data entry, a message appears to inform you that the batch saved successfully. To return to the Batch Entry page, click OK. |