Update Group Inspection Forms

Utilities Menu -> Data Export/Import Utilities -> Update Group Inspection Forms

This utility can be used to update the Inspection Forms assigned to each Group by exporting a template with or without the existing values and re-importing the modified values.
 Inspection Forms can be flagged to apply to Work Orders, Inspections, Delivery and/or Pickup Tickets, respecting the type of form configured in Inspection Forms.

The action flow includes:

•Create Worksheet:
 Click Export option in the radio group to generate a spreadsheet template or a spreadsheet populated with the existing Inspection Form values for the Groups as outlined in Export Group Inspection Forms.

•Move the Saved Text File to the Server:
 Click Upload File to copy the tab-delimited text file with the changes from the saved Export Group Inspection Forms 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.txt" before completing the upload.
 File upload success or failure is displayed.

•Update the Group Information with the new Values:
 Click Import to validate the new data and to update the Inspection information in the Group files with the new values.

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, including attempting to assign an Inspection Form to an action or document that does not conform with the Inspection Forms type setup.
 The option is provided to still import successful records or to abort the import.

•Exit 'Update Group Inspection Form' 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: RSGF35 (8001)