5.2 Export & Import Requirement

Export & Import Requirements

Used to make bulk Adds and Changes and to the Requirements.

On this page:

Export

1. Use the Export button (e.g.)

   

2. Will download an Excel Worksheet to a folder as per your browser setup

3. The excel worksheet can then be edited with the necessary changes

Import

1. Use the Import button (e.g.)

   

2. If you are NOT using a previously Exported Excel spreadsheet then you will need to first download a Bulk Template using the Download Bulk Template button

   1. Use it to prepare an Import file

3. Choose the type of Upload option:

   1. Insert & Upload (Default) - Will Insert any Requirement with a new Unique Reference and update any existing Unique References

   2. Insert Only - Will Insert any Requirement with a new Unique Reference only

   3. Update Only - Will update any Requirement with existing Unique References only

4. Select the (prepared) Files you wish to import

   1. 

      

5. Select the Perform to Upload button

   

6. Refresh the Import Queue to view the current status of the Import

7. Track the Import status by Refreshing at intervals

   

8. Once the Import has completed Refresh the Requirement List to show the updated Requirements and if needed use the Search to filter what you wish to view.

Format of the Import File/Template