Bulk Upload - Management Control
1. Click on Open scorecard icon (View All) from the dashboard page, as depicted below:
2. Select the scorecard you wish to upload information on by clicking on the description of the scorecard.
3. Select Management Control element by clicking on the name in the blue bar.
4. Once in the relevant element, click on "From a Spreadsheet."
5. Download the spreadsheet template (link found out the end of number 1) and populate and save your data into the spreadsheet. The spreadsheet has predefined data requirements which are specified in the worksheets of the Excel document. For columns with drop-downs, please only select values from this drop-down. Please note, if you are copying from another source, that you select "Paste Values" when pasting copied data as normal pasting may overwrite the drop-down functionality.
6. Once you have entered and saved the desired data click on "Choose File."
7. You can now navigate to the spreadsheet location, select the spreadsheet, and click open.
8. Once the spreadsheet has been selected, click on "Save" to begin the upload of your data.
9. While the document is uploading you will see a green bar near the top of the screen, showing that the spreadsheet is being uploaded. Depending on certain factors, including internet connection and spreadsheet size, the data may upload without this banner appearing.
10. If there was a problem with the data or the spreadsheet, the system will display a red bar instead of green bar as indicated below. If there was an issue with your data, you will note a "View the Errors" button. If you click on this button, the system will display the row number as well as the error that that row contains.
11. You can now go back to the original files to review the erroneous data and, once the errors have been rectified, upload the file as per above sequence.
12. If there was an issue with your spreadsheet itself, e.g. using the wrong spreadsheet, you will be prompted to re-download the spreadsheet template. Please ensure to use the latest spreadsheet template as older spreadsheet templates may not be supported.
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