Export Group Inspection Forms

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

This export filter screen can be used to select the Groups to be updated, and to generate a spreadsheet template listing the Inspection Form values that can be updated for each of the Groups.
 The spreadsheet can be generated with or without populating the existing Group values in the columns.

The prompts are:

EXPORT TEMPLATE ONLY

Uncheck this box to generate a blank spreadsheet template with only the column headers of the fields that can be updated.
 Check this box to populate the spreadsheet with the existing Inspection Forms from the selected Groups.

GROUP TYPE

Select one of the following filters:

•Click Rentals to only include rental Groups based on the Product Class assigned to the Group.

•Click Sales to only include sales Groups based on the Product Class assigned to the Group.

•Click Both to include sales and rental Groups.

Group Selection:

One of the following two filters must be used to select the Groups for the worksheet export.

GROUP, 'ALL' OR 'SEL'

•Type ALL to include all Groups, that match the selected Group Type.

•Enter a specific Group to export only data for that Group, or select a Group from the Product Group Search window.

•Type SEL to select a combination of Product Groups to include as outlined in Select Group List window.

CLASS, 'ALL' OR 'SEL'

•Type ALL to include Groups from all Product Classes, that match the selected Group Type.

•Enter a specific Class to export only data for Groups from a single Product Class, or select a Class from the Product Class Search window.

•Type SEL to select a combination of Product Classes to include as outlined in Select Class List window.

Finished?

Click ACCEPT to generate the spreadsheet or CANCEL to abort.

Resulting Spreadsheet:
 

•If the resulting spreadsheet is populated it lists the selected Groups, with the Inspection Form values that can be updated.

•Modify the spreadsheet with the updated values.

•Up to 5 Inspection Forms can be assigned to each Group through this import and flagged whether to automatically be assigned to a document or action based on the type of Form setup in Inspection Forms.

•Additional existing Groups can be added to the spreadsheet.

Note: Blank fields on the import spreadsheet could remove data and is controlled by the option to "Ignore Blank Values" provided on the Import.

Save the Revised Data:
 When the values are all updated on the worksheet, save the completed spreadsheet as a tab-delimited text file on your client machine.
 Then use the Select a File to Upload utility to move the saved text file from your client to the server in preparation for re-importing the data.

Topic Keyword: RSGR35A (8002)