Organisation Unit Upload

The organisation unit template export and upload facility will enable a tenancy administrator to edit or add organisation unit values to an existing organisation unit. For a new tenancy create the organisation unit by giving it a name, and save your changes, it is now ready to download the template to add the values. 

The process is as follows:

• Click on the organisation unit function
• For a new tenancy create your organisation unit headings
• Click on the organisation unit values
• Expand the Export to Excel button 
• Select upload template format, this will download a template, if you already have a number of organisation unit values set-up these will be included in the download file. 
• The Excel download has a fixed number of columns and headings which are used by the system to upload the name and description. 
• For all existing values within the organisation unit, there is a reference key, do not change this value as it is used by the system to match the line item in the Excel file to the organisation unit value on the system.
• The existing organisation unit value names and descriptions can be edited. Inactive names can also be set to active. 
• New line items can be added to the template for these they will have a blank reference key, so the system recognises that they are to be added. Each new organisation unit value must have the word TRUE entered to the active column. 
• Click on the upload button and select the completed template, the system will list those items that have changes, and new line items with the option to select all or to select specific line items. 
• Press continue and save the changes to the organisation units.