Import screens - Revision history

Larson-rodger at 21:54, 25 May 2016

2016-05-25T21:54:51Z

Larson-rodger at 17:23, 25 May 2016

2016-05-25T17:23:57Z

Larson-rodger at 17:21, 25 May 2016

2016-05-25T17:21:56Z

Larson-rodger: Created page with "== Function Import Screen == Add an Import to the Facility Fit system. See Cost Center Import sample below. {| class="wikitable" |- style="vertical-align:top;" |'''
2016-05-25T17:11:06Z

Created page with "== Function Import Screen == Add an Import to the Facility Fit system. See Cost Center Import sample below. {| class="wikitable" |- style="vertical-align:top;" |<big>'''<fon..."

New page
== Function Import Screen ==
Add an Import to the Facility Fit system. See Cost Center Import sample below.

{| class="wikitable"

|- style="vertical-align:top;"
|<big>'''1'''</big>
|Click the large '''Admin''' icon to open the Administration window. [[Image:Administration.png]]

Under the '''Account''' section, press the '''Function Import''' link. The Function Import window will open.
# To edit a Function Import template, click the '''Function Import Template''' link at the top of the window.
# To upload a new Function Import template, press the '''Select Files''' button.

[[File:Admin-Account-CostCenterImportHome1.png|1000x1000px]]

|- style="vertical-align:top;"
|<big>'''2'''</big>
|'''Edit a Cost Center Import'''
# Click the '''Function Import Template''' link at the top of the window.
# The Function excel file will download.
# Open the file and make changes, then save the revised file under a new name.
# Use the '''Select Files''' button to find and upload the edited version. The file will be uploaded to the window.
# Skip to Step 4.
[[File:Admin-Account-CostCenterImportDownloadTemplate2.png|1000x1000px]]

|- style="vertical-align:top;"
|<big>'''3'''</big>
|'''Add a New Function Import'''
# Once the new template is prepared, press the '''Select Files''' button.
# Select the new template you have prepared
# Press the '''Open''' button.

[[File:Admin-Account-CostCenterImportTemplate3.png|1000x1000px]]

|- style="vertical-align:top;"
|<big>'''4'''</big>
|The file will be uploaded to the window.
Press the '''Upload''' button to place it into the system.

[[File:Admin-Account-CostCenterImportSelectedFiles4.png|1000x1000px]]

|- style="vertical-align:top;"
|<big>'''5'''</big>
|The Window will show the import file's name.

[[File:Admin-Account-CostCenterImportUploaded5.png|1000px]]

|}

@@ Line 1: / Line 1: @@
 == "Function" Import Screen ==
-Add an Import to the Facility Fit system. See the "Function" import below using "Cost Center" Import as a sample.
+Import existing data to the Facility Fit system.
 {| class="wikitable"
@@ Line 8: / Line 12: @@
 |Click the large '''Admin''' icon to open the Administration window. [[Image:Administration.png]]
-Under the '''Account''' section, press the "'''Function" Import''' link. The "function" Import window will open.
+Under the '''Account''' section, press the '''"Function" Import''' link, in our sample it will be the '''"Cost Center" Import''' link. The window will open.
 # To edit a function import template, click the '''Download''' '''Function Import Template''' link at the top of the window.
-# To upload a new Function Import template, press the '''Select Files''' button.
+# To upload a new Function Import template, press the '''Select Files''' button. Then select the new file, then '''Upload''' the new file.
 [[File:Admin-Account-CostCenterImportHome1.png|1000x1000px]]
@@ Line 17: / Line 21: @@
 |<big>'''<font size="5">2</font>'''</big>
 |'''Edit a Cost Center Import'''
-# Click the '''"Function" Import Template''' link at the top of the window.
+# Click the '''Download "Function" Import Template''' link at the top of the window.
 # The Function excel file will download.
 [[File:Admin-Account-CostCenterImportDownloadTemplate2.png|1000x1000px]]
 |- style="vertical-align:top;"
 |<big>'''<font size="5">3</font>'''</big>
-|'''Add a New "Function" Import'''
+|Go to your download folder and open the downloaded file and make changes (add data), then save the revised file under a new name.
-# Once the new template is prepared, press the '''Select Files''' button.
-# Select the new template you have prepared.
-# Press the '''Open''' button.
-−
-[[File:Admin-Account-CostCenterImportTemplate3.png|1000x1000px]]
 |- style="vertical-align:top;"
 |<big>'''<font size="5">4</font>'''</big>
 |The file will be uploaded to the window.
 Press the '''Upload''' button to place it into the system.
@@ Line 44: / Line 46: @@
 |- style="vertical-align:top;"
-|<big>'''<font size="5">5</font>'''</big>
+|<big>'''<font size="5">6</font>'''</big>
 |The Window will show the import file's name.