Resetting Batches in Aegis
To reset a batch:
1. Navigate to the Batches module, Locate Batch submodule.
2. From the Available Batches list, select the batches to Reset via the left-hand toggle button.
In this scenario the following batches have been selected:
• Batch 11673 with a Status of Open
• Batch 11670 with a Status of Reviewed
3. Click the Reset Selected Batches button.
4. The Reset Batches pop-up displays: select the status to change the Batches to.
• Users may only select ONE Batch Status to switch multiple selected Batches to.
In this scenario the batches will be reset to Pending.
5. Click the Submit button.
6. The Reset Batches Reason pop-up displays: users must provide an explanation to proceed.
• Users are informed of the:
o Batch ID(s) that are about to reset.
o Recorded Value Total of those batches.
o Acknowledgment Counts that will be Removed (if any).
• Users are warned that once Reset process is completed, the changes cannot be undone, and the data will need to be reloaded. • There are NO requirements on the Reason text, but text must be entered. • The Reason text is NOT available for review by clients BUT can be accessed by Aegis Support if needed.
7. Click the OK button.
8. The Batch Status Message displays. Users are informed that:
• Reset job has been scheduled.
• Users will receive an email when the job has completed.
9. Click the OK button.
10. If the user refreshes the Locate Batch, Available Batches section, the selected Batches with a status of Pending are now visible.
11. The Batch Reset Confirmation Email will display in the user’s inbox similar to the one below:
