Districts
Contains district information such as name, address, etc. that will be used with the merge options. You have the option of mass loading district information or entering a district individually.
Add a New District
To enter a district individually, under the Districts tab, click
on the district grid.
Enter the required information and click
To mass import district information, click on 'Mass Load Districts' from the Districts grid, upload the CSV file and click on
District Import Criteria
Please use the 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 names listed below. The field names are case sensitive and must be entered exactly as shown. NOTE: The order of the fields does not matter however, the spreadsheet must be saved in CSV format being importing.
Field | Format | Definition |
---|---|---|
IRN | Max 6 character field | The district's IRN number. |
NAME | No maximum number of characters | District name |
STREET1 | No maximum number of characters | District's street address |
STREET2 | No maximum number of characters | District's second address line |
CITY | Alphanumeric Characters | Identifies District's city |
STATE | Two character abbreviation | Identifies district's state |
ZIP_CODE | Numeric | Identifies district's zip code |
PHONE_NUMBER | 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.
Click edit icon to view the details of the district. From there, you can edit the existing data and 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.