Do you have hundreds of processes, events, causes, and consequences that need updating and don’t know where to start? With Pirani’s bulk update functionality, you can upload and modify large volumes of information quickly, securely, and without manual errors.
In this article, we explain what this feature is, how it works, and why it can make a real difference in your organization’s efficiency.
What Is Bulk Updating in Pirani?
Bulk updating is a feature that allows you to upload multiple records to the Pirani platform, either to create new entries or to update existing data within the following modules:
- Processes
- Events
- Causes and Consequences
This upload is done via .csv files, allowing you to update data from one or several related entities, depending on your organization’s needs.
What is it for?
It enables efficient and structured updates of large data volumes, avoiding the need to input records one by one into the platform. It is especially useful when:
- Making structural changes to processes and events.
- Updating outdated or incomplete data.
- Performing regular reviews of risk matrices.
- Responding quickly to regulatory or strategic changes.
*It allows you to keep your risk management system up to date with minimal effort.
Benefits for your organization
Implementing bulk updates provides multiple advantages:
- Time-saving: Streamlines operational tasks by reducing manual work.
- Greater accuracy: Minimizes human error by eliminating individual record updates.
- Traceability: Every upload is logged for audit and review purposes.
- Audit readiness: Simplifies preparation and execution of internal or external audits
- Flexibility: Supports updates across one or multiple entities depending on your system structure.
- Quality control: The system flags errors and allows you to review them before data is impacted.
Advantages for your organization
- Scalability: Ideal for organizations managing large volumes of risk-related processes or events.
- Adaptability: Enables fast, large-scale adjustments in response to regulatory or strategic changes.
- Error control: The system detects invalid records and lets you download a detailed error report.
What problems does it solve?
This functionality helps address common challenges in risk management:
- Outdated critical information.
- Repetitive, error-prone manual data entry.
- Lack of consistency between related entities.
- Difficulty integrating organizational-level changes.
How Does Bulk Updating Work?
Accessing the Import Module
You can access it in two ways:
- From the specific module (Processes, Events, Causes and Consequences):
- Go to the module
- Click the three-dot menu (…)
- Select “Import”
- From the settings menu:
- Log into the management system
- Click the gear icon
Select “Import”
Upload Methods
Upload from a Single Entity
- Select the entity (e.g., Processes)
- Choose “Update records from file”
- Be sure to include the required field:
- referenceCode: the unique identifier for the record.
⚠️ Empty fields in the file will not overwrite existing data.
Upload from Multiple Related Entities
- Select “Risks” as the main entity.
- Click “Next” to view the structure.
- Select “Use existing records”
- Identify and select the entities you want to update (e.g., Processes, Events, Causes, Consequences)
- Upload your .csv file and complete the field mapping.
Required fields:
- referenceCode: of the record to update.
- parentReferenceCode: of the associated risk.
Step-by-Step File Upload
- Prepare your .csv file according to the required structure.
- Upload it to the system.
- Map the file fields to the system fields.
- Click “Upload”
- Finally, click “Refresh” to see the applied changes.
Practical use cases
- A risk analyst needs to update process codes linked to a risk event.
- The compliance team updates descriptions following an internal audit.
- A regulated entity makes quarterly updates to its risk matrices, applying bulk changes.
Are You Already Using Bulk Updates for Processes, Events, Causes, and Consequences?
Discover how to update your processes, events, causes, and consequences in our modules on the Help Center.
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