Rename Tool
Overview
Rename Tool — Business Overview
The Rename Tool is a utility document in Dafater used to safely change the names or identifiers of existing records. In business terms, it helps organizations correct, standardize, or update record names so that data remains accurate, consistent, and aligned with real-world changes.
This tool does not create new records. Instead, it ensures that existing records reflect the correct business identity.
What the Rename Tool Is Used For
In day-to-day operations, record names often represent important business references such as customer codes, employee IDs, asset numbers, or document titles. The Rename Tool is used when:
- A record was created with an incorrect or incomplete name
- Naming standards have changed and older records must be updated
- A business entity (person, company, item, or asset) has officially changed its name
- Duplicate or confusing names need to be corrected for clarity
The goal is to maintain clean, reliable business data without disrupting operations.
Prerequisites and Preparation
Before using the Rename Tool, users should ensure:
- The correct new name has been finalized and approved internally
- The record to be renamed is not actively being edited or used in ongoing critical transactions
- Naming rules or internal standards are clearly understood
- Users have appropriate authorization to make data corrections
Good preparation prevents confusion and avoids unintended business impact.
Typical Workflow and Business Fit
A common business workflow using the Rename Tool looks like this:
- A data issue or naming change is identified (for example, incorrect customer code)
- The correct name is validated by the business owner or department
- The Rename Tool is opened and the existing record name is selected
- The new, approved name is entered
- The system updates the record so all references now reflect the new name
This process fits naturally into data governance, audit cleanup, and operational maintenance activities.
Key Business Scenarios Where It Is Essential
The Rename Tool is especially important in situations such as:
- Correcting customer or supplier names after legal or branding changes
- Fixing employee or asset identifiers created with errors
- Standardizing naming formats across departments
- Cleaning up legacy data after process or policy changes
- Preventing confusion caused by similar or duplicate record names
Without this tool, businesses risk inconsistent reporting and operational errors.
Important Considerations for Users
When using the Rename Tool, users should keep in mind:
- Renaming affects all areas where the record is used, including reports and historical references
- Changes should be documented according to internal data management policies
- Frequent renaming may indicate a need to improve data entry standards
- The tool should be used carefully to avoid misidentifying records
Used responsibly, the Rename Tool helps Dafater users maintain trustworthy, well-organized business data that supports accurate decision-making and smooth operations.
Basic Information
- Module: Utilities
- Document Type: Other
- Type: Single (Configuration)
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| select_doctype | Select DocType | Select | - | Choose Dafater document type whose records will be renamed | |
| filetorename | File to Rename | Attach | - | Upload file containing old and new names for renaming | |
| rename_log | Rename Log | HTML | - | Displays Dafater renaming results, errors, and status messages |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ |