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How do you handle large updates of business classification scheme?

pwells
New Member..

How do you handle large updates of business classification scheme?

Hi all

We are running HPRM 8.1.  Just wondering how people handle updating their BCS when there is a large number of updates involved.  We need to create a whole new retention schedule, create a number of new classifications and merge a heap more, attach the new schedules, and a few other things.  Doing this manually is going to take ages.

A former colleague of our records management officer suggested some software called 'One2One' which seems like it would do the job but it is incredibly buggy and extremely expensive. It allows clicking and dragging of classifications and it's children, and you can update all settings plus their schedules on one screen.

Has anyone ever under taken a task like this? Appreciate any tips or advice, or if there might be some software that could help.

Cheers

2 REPLIES
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Trusted Contributor.. TRIM735
Trusted Contributor..

Re: How do you handle large updates of business classification scheme?

Hi.

I have done this before using MS Excel and scripting.

With this type of import/update or object creation you maintain control of the detail.

Worked well for us.

Honored Contributor. Sten28
Honored Contributor.

Re: How do you handle large updates of business classification scheme?

You could also consider using HPRM DataPort to speed up the process.

DataPort handles data import and export. As an example, you could export your current BCS to get an idea of the fields/formatting required, then tweak the file to import new BCS items, or update a large number of items.

Hope this helps!