Update Multiple User's Approval PCA or Index​

​Introduction

You can update multiple users who have the same PCA or Index. To see the PCAs or Indexes used in P-Card, from the Admin screen you can run a User Report in the Reports to see a list of users and their settings.

Figure 1 - List of Indexes

List of Index codes
 

1. On the P-Card main menu, select Admin, and then click Maintain PCA (or Index).

Figure 2 - Maintain PCA

Maintain PCA button highlighted 

2. To see which users are assigned a specific PCA or Index:

  • Click View Users by Assigned Approval PCA (or Index).
  • Enter a specific PCA or Index, and then click Run. A list of users assigned that PCA or Index will be displayed by last name, first name.

Figure 3 - Maintain PCA Menu

Maintain PCA screen with various radio buttons
 

Add an Assigned Approval PCA or Index to multiple users who have a common PCA or Index

1. Click Add Assigned Approval PCA or Index.

2. Enter an Existing PCA or Index that is common to the users.

3. Enter a new PCA or Index in Add PCA or Index.

4. Click Add.

A message will display showing how many users were changed.

To delete an Assigned Approval PCA or Index of multiple users who have the same PCA or Index:

1. Click Delete Assigned Approval PCA or Index.

2. Enter the PCA or Index.

3. Click Delete. This will delete the Approval PCA or Index from all users who have that PCA or Index assigned to them.

A message will display showing how many users were changed.