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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

IRNMax 6 character fieldThe district's IRN number. 
NAMENo maximum number of charactersDistrict name

STREET1

No maximum number of charactersDistrict's street address 
STREET2No maximum number of charactersDistrict'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_NUMBERCharacter 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 ??.  

 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.


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