Bulk Import Link OFO code to Person {POFO-7}

This menu option enables the user to import OFO Codes and Specialization to Persons in Bulk, rather than having to update these individually in menu option Link OFO Code and Specialization to Person {POFO-4}.

Import File MS Excel Format

The import file consists of five (5) columns that need to be completed for the user to upload the information. Prior to populating the spreadsheet, please ensure that all columns are in text format ( This will prevent leading zeros , etc being dropped) so the file uploads correctly.

Example of MS Excel Upload File:

Field	Type & Length	Description
Person Linked to OFO Code From Date	D11	Ensure date is entered as DD-Mon-YYYY.
Person Linked to OFO Code To Date	D11	Ensure date is entered as DD-Mon-YYYY.
Personnel Number	N9	Enter Personnel Number as defined in the system.
OFO Code	A20	Enter OFO Code.
OFO Specialization	A80	Insert the IDENTICAL description of the OFO Specialization. If not, the system will be UNABLE to validate the data uploaded.

Example:

Please note that columns not used in the data import are not fully displayed.

Bulk Import Link OFO code to Person {POFO-7}

When the import file has been populated, the user places it on the server using menu option Upload Bulk Import File {POFO-5}. This menu option will be used to import the records in this file.

Batch Import

Fields

The user needs review, and update, when applicable, three fields before generating this report.

Field	Type & Length	Description
Stylesheet (Output) Format	DROPDOWN	There are two valid formats defined, being: TXT Text Only Report TXT2PDF Convert Text to PDF It is recommended the user first select this parameter before entering other parameters or immediately before "Batch" is selected to run the report.
Enter the name of the file (/fulldirectory/filename.extension) (A100)	DISPLAY	The directory path that displays in this field is the same as that setup in Directories for FTP Transfers {BATCH-7}. Should the user change the default directory the path prior to file name will be updated, e.g. /its/dev41/onceoff/EnterFilename.csv, to /its/dev41/OFO_Codes/EnterFilename.csv The path will be updated accordingly. The user should replace EnterFilename.csv with the name of the file uploaded in Upload Bulk Import File {POFO-5}
(T)rial or (U)pdate	A1	The user may run in (T)rial to enable the records to be uploaded to be verified. Once satisfied the report may be run in (U)pdate to import the records ton ITS Integrator. The report will verify the records with a summary of the import result at the end.

Fields:

Example:

NOTE:

If a record does meet the requirements to be imported into the menu option, a reason will display.
At the base of the report, the system display the status of the records a breakdown of the records in the import file is displayed.