Update Group Information

Utilities Menu -> Data Export/Import Utilities -> Update Group Information

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:

•Create Worksheet:
 Click Export option in the radio group to generate a spreadsheet template or a spreadsheet with the existing values for the Groups, as outlined in Group Inventory Clean-Up Export.

•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.

IGNORE BLANK VALUES

Uncheck this box so that values on the import including blank values, will replace any and all existing values.

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.

Finished?

Click OK to initiate the action selected in the radio group.

Topic Keyword: GRP695 (7059)