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Administrator Guide
Last Updated: 2023-11-17
Schedule Mass Updates for Award Lifecycle Statuses

Schedule Mass Updates for Award Lifecycle Statuses

Security:
Set Up: Grants Management
 domain in the Grants Management functional area.
You can schedule mass updates for the lifecycle statuses of your awards based on your business requirements. When you schedule a mass update based on date rules, Workday evaluates the date on the rules based on the day the update is run.
The scheduler doesn't override your existing configuration on the
Maintain Award Lifecycle Status Combinations
 task.
You can use this task to mass update awards that meet the rule requirements and that have these statuses:
  • Award version status of
    Award in Effect
    .
  • Award status of
    Approved
    .
  1. Access the
    Schedule Mass Update for Award Lifecycle Status
     task.
  2. As you complete the task, consider:
    Option Description
    Run Frequency
    To schedule mass updates based on date rules, ensure that you schedule the update to run during the effective date ranges in the rules.
    Example: You have a date-based rule to update the lifecycle when the date of the mass update is 30 days before the end of the award line date. If the award line end date is 2023-06-30, Workday will update the status when the mass update is run between 2023-06-01 and 2023-06-30. To update the status promptly on 2023-06-01, either schedule the mass update to run on a
    Daily Recurrence
    , or on a
    Monthly Recurrence
     on the first day of the month using the
    Schedule
     tab.
    Awards
    When you don't select an award, Workday schedules mass updates for all awards that meet the criteria.
    Update Values
    Select predefined rules or update the header and line status of your targeted awards.
    When you select the
    Using Update Rules
     option, the scheduler applies the update rules you configured on the
    Maintain Award Lifecycle Status Update Rules
     task.
    To update the award lifecycle status using a date-based rule, ensure that you schedule the mass update to run during the effective date range of the rule.
    Preview
    Select to preview awards that currently meet the criteria.
  3. When you select a
    Run Frequency
     other than
    Run Now
    , use the
    Schedule
     tab to define further details of the schedule.
Run the
Award Lifecycle Status Mass Updates
 report to view previous status changes and identify errors.