Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Import Link Fixer

...

Add a New District

  • To enter a district manuallyindividually, under the Districts tab, click on the district grid. 

Image Added

  • Enter the required information and click

Image RemovedImage Added


  • To mass import district information, click on 'Mass Load DistrictDistricts' s from the Districts grid, upload the CSV file and click on

Image RemovedImage Added

District Import Criteria

Please use the template spreadsheet containing  template spreadsheet containing the fields in the proper format (listed in the table below).  If you are not using the template spreadsheet and are creating a spreadsheet of your own, the field names on the spreadsheet must exactly match the Field field names listed below.  The field names are case sensitive and must be entered exactly as shown below making sure to include the spaces between words.  Please note, the fields specified below as "Required field" are the only fields that must appear in the spreadsheet.  All other fields are optionalNOTE:  The order of the fields does not matter however, the spreadsheet must be saved in CSV format being importing.

Field   

Format

Definition

IRN
Numeric
Max 6 character fieldThe district's IRN number. 
NAME
Maximum length is ?? characters. 
No maximum number of charactersDistrict name

STREET1

Maximum length is ?? characters.
No maximum number of charactersDistrict's street address 
STREET2
Maximum length is ?? characters.
No maximum number of charactersDistrict's second address line
CITY
Maximum length is ?? characters.

Alphanumeric Characters

Identifies District's city
STATE
Maximum length is ?? characters.

Two character abbreviation

Identifies district's state
ZIP_CODE

Numeric

Identifies district's zip code
PHONE_NUMBER
(XXX)XXX-XXXX Numeric without dashes
Character string.  Any unnecessary characters (such as hyphens) will be removed.

Identifies district's phone number. 

USAS_URL

https://districtUSASURL

District's USAS URL
USPS_URL

https://districtUSPSURL

District's USPS URL 
INVENTORY_URL

https://districtINVENTORYURL

District's INVENTORY URL
WORKFLOWS_URL

https://districtWORKFLOWSURL

District's WORKFLOWS URL


Search/View/Edit/Delete a District

The District grid displays existing districts.  You can search for existing district by clicking in the filter row in the grid columns and entering in the desired information. By default, the grid sorts by ??.  

Image RemovedImage Added

 Click edit icon to view the details of the district.  From there, you can edit the existing data and Save save any changes. 

You can also Delete the district from the edit window. This will remove the district from the grid.  NOTE: If there is existing information in any of the Merge options for this district, you will not be able to delete the district until the merge data is deleted beforehand.