This utility can be used to update information in the Group file by exporting a template with or without the existing values and re-importing the modified values.
An Audit Log record is written for changes made to the Groups for the "Liquidation Value", The "Replacement Cost" and the "Useful Life in Months".
Note: If only the Inspection Forms need to be updated on the Groups use the simpler Export/Import Group Inspection Forms utility.
The action flow includes:
Move the Saved Text File to the Server:
Click Upload File to copy the “.xls” spreadsheet
saved with the changes from the Group Inventory
Clean-Up Export from your client machine to the data directory
on the server in preparation for importing.
The Select a File to Upload utility is used
to search for the file and to rename it to "group_info.xls"
before completing the upload.
File upload success or failure is displayed.
Note: The import file to upload must be in XLS (spreadsheet) format.
Update the Group Information with the new Values:
Click Import to validate the new data and to update the
information in the Group files with the
new values.
Group records can be added and new Groups can be created.
Check this box to only change values that are in the position
based column so that only those values replace existing data.
This option does not remove existing data when blanks are left on
the import data.
Errors such as invalid data values and format errors will be reported on a spreadsheet and will prevent those records from being imported.
The option is provided to still import successful records or to abort the import.
When the 'Group Information Update' changes the values for "Liquidation", "Replacement" and/or "Useful Life in Months" then a record is written to the Audit Log to track the change.
Exit 'Update Group Information' sub-menu:
Click Cancel when no further action from this sub-menu is
required.
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