Upload - Revision history

Anw: Minor correction

2020-03-05T10:06:22Z

Minor correction

← Older revision		Revision as of 12:06, 5 March 2020
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	If there have been no errors then the system will have created all of the records required.		If there have been no errors then the system will have created all of the records required.

	{{Note}} There are some limitations with using the upload, most notably that, if formatting is used with the Excel spreadsheet for dates and times and the data within the field is not valid to this format the system with respond on import advising that this is not a valid conversion. If no formatting is used then this is not be an issue.		{{Note}} There are some limitations with using the upload, most notably that, if formatting is used with the Excel spreadsheet for dates and times and the data within the field is not valid to this format the system with respond on import advising that this is not a valid conversion. If no formatting is used then this is not an issue.

	[[Category:UG 291094 EPOD Admin User Guide\|200_400]]		[[Category:UG 291094 EPOD Admin User Guide\|200_400]]

Anw: Text replacement - "1000px" to "900px"

2020-03-04T11:29:15Z

Text replacement - "1000px" to "900px"

← Older revision		Revision as of 13:29, 4 March 2020
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	Once the above has been completed, when you click the '''Upload''' button, the screen will upload the file, process it and display results.		Once the above has been completed, when you click the '''Upload''' button, the screen will upload the file, process it and display results.

	[[File:EPOD-CSV-UploadExample3Results.PNG\|~~1000px~~\|border]]		[[File:EPOD-CSV-UploadExample3Results.PNG\|900px\|border]]
	<br />''Upload Results''<br />		<br />''Upload Results''<br />

Anw: Rewrite

2019-04-03T13:55:22Z

Rewrite

← Older revision		Revision as of 15:55, 3 April 2019
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	This ~~page~~ allows ~~users~~ to upload ~~jobs~~ into the system from a spreadsheet file.		This screen allows you to upload data into the system from a spreadsheet file.

	~~When entering~~ the ~~page~~, ~~the user is required to select the~~ '''~~Browse~~''' ~~button~~, ~~which will provide users with~~ a ~~file navigation window~~.		There are many types of upload:
			* Load and Jobs
			** ''OBS'' - the generic upload format creating loads, jobs, containers (items) and products.
			** ''Lomas'' - a bespoke upload.
			** ''Knights of Old'' - a bespoke upload creating loads, jobs and containers (pallets).
			* Service Jobs
			** ''SM Fleet'' - a bespoke upload of service jobs.
			* Standing Data
			** ''Vehicle Products''
			** ''Service Products''
			** ''Service Activities''
			** ''Vehicles''
			** ''Customers''
			** ''Users''
			** ''Codes''

	[[File:EPOD-Upload1.PNG\|border]]		[[File:EPOD-Upload1.PNG\|border]]
	<br />''Upload Parameters''<br />		<br />''Upload Parameters''<br />

	~~Here the users can select a valid Microsoft Excel file (either '.xls' or '.xlsx') or a CSV file.~~

	~~Once a file is selected the user~~ must select the ~~Job Group that the service will be part~~ of~~. This again is to split the work into different pools. The~~ upload ~~will only allow one job group per file uploaded~~.		You must select the type of upload required.

	If the file ~~being uploaded has~~ a ~~header row,~~ a ~~drop-down list is provided to indicate that~~.		You must then select the file to upload using the '''Browse''' button, which will provide you with a file navigation window.
			Here you can select a valid Microsoft Excel file (either '.xls' or '.xlsx') or a CSV file.

	~~Once~~ the ~~above has been completed~~, the ~~'''Upload''' button will~~ upload the ~~file~~ and ~~indicate any issues~~.		The template of the file being uploaded is quite strict in most cases, in the columns that must be provided. Templates can be provided to you by OBS Logistics. For standing data uploads, the templates can be downloaded through the appropriate Admin screens. These screens can also be used to upload the files and download the existing data as well.

	[[File:EPOD-~~Upload2~~.PNG\|1000px\|border]]
			Once a file is selected, you select the Job Group that the job will be part of. This is to split the work into different pools. The upload will only allow one job group per file uploaded.

			If the file you have selected to upload has a header row, the screen allows you to indicate this with a drop-down list.


			Once the above has been completed, when you click the '''Upload''' button, the screen will upload the file, process it and display results.

			[[File:EPOD-CSV-UploadExample3Results.PNG\|1000px\|border]]
	<br />''Upload Results''<br />		<br />''Upload Results''<br />

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	If there have been no errors then the ~~services~~ will ~~be uploaded and customers~~ created ~~(if necessary)~~.		If there have been no errors then the system will have created all of the records required.

	{{Note}} There are some limitations with using the upload, most notably that if formatting is used with the Excel spreadsheet for dates and times and the data within the field is not valid to this format the system with respond on import advising that this is not a valid conversion. If no formatting is used this is not be an issue.		{{Note}} There are some limitations with using the upload, most notably that, if formatting is used with the Excel spreadsheet for dates and times and the data within the field is not valid to this format the system with respond on import advising that this is not a valid conversion. If no formatting is used then this is not be an issue.

	[[Category:UG 291094 EPOD Admin User Guide\|200_400]]		[[Category:UG 291094 EPOD Admin User Guide\|200_400]]

Anw: Updated based on version 4.0.02.00

2017-12-20T09:56:11Z

Updated based on version 4.0.02.00

← Older revision		Revision as of 11:56, 20 December 2017
Line 4:		Line 4:

	[[File:EPOD-Upload1.PNG\|border]]		[[File:EPOD-Upload1.PNG\|border]]
	<br />''Upload Parameters''<br />		<br />''Upload Parameters''<br />

	Here the users can select a valid Microsoft Excel file (either '.xls' or '.xlsx') or a CSV file.		Here the users can select a valid Microsoft Excel file (either '.xls' or '.xlsx') or a CSV file.

Anw: Picture resolution

2017-11-29T08:30:00Z

Picture resolution

← Older revision		Revision as of 10:30, 29 November 2017
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	Once the above has been completed, the '''Upload''' button will upload the file and indicate any issues.		Once the above has been completed, the '''Upload''' button will upload the file and indicate any issues.

	[[File:EPOD-Upload2.PNG\|~~600px~~\|border]]		[[File:EPOD-Upload2.PNG\|1000px\|border]]
	<br />''Upload Results''<br />		<br />''Upload Results''<br />

Anw: Updated from Admin v3.3.0.1

2016-07-14T08:31:58Z

Updated from Admin v3.3.0.1

← Older revision		Revision as of 10:31, 14 July 2016
Line 3:		Line 3:
	When entering the page, the user is required to select the '''Browse''' button, which will provide users with a file navigation window.		When entering the page, the user is required to select the '''Browse''' button, which will provide users with a file navigation window.

	Here the users ~~must~~ select a valid Microsoft Excel file~~, these can be~~ either an '.xls' or '.xlsx' file.		[[File:EPOD-Upload1.PNG\|border]]
			<br />''Upload Parameters''<br />

			Here the users can select a valid Microsoft Excel file (either '.xls' or '.xlsx') or a CSV file.

	Once a file is selected the user must select the Job Group that the service will be part of. This again is to split the work into different pools. The upload will only allow one job group per file uploaded.		Once a file is selected the user must select the Job Group that the service will be part of. This again is to split the work into different pools. The upload will only allow one job group per file uploaded.

	~~Once~~ the ~~above~~ has ~~been completed~~, ~~the user must click the '''Upload''' button~~ to ~~complete this action~~.		If the file being uploaded has a header row, a drop-down list is provided to indicate that.

	[[File:EPOD-~~Upload1~~.PNG\|600px\|border]]		Once the above has been completed, the '''Upload''' button will upload the file and indicate any issues.

			[[File:EPOD-Upload2.PNG\|600px\|border]]
			<br />''Upload Results''<br />

	If there are errors with the file (for example, these could be formatting issues with the data in the file, or the data is not valid), the system will display a table representing each row in the imported file and advise where and what the issue is.		If there are errors with the file (for example, these could be formatting issues with the data in the file, or the data is not valid), the system will display a table representing each row in the imported file and advise where and what the issue is.
Line 15:		Line 21:
	Note that the system works on the basis of a clean upload or no upload; this means that if there is one issue in the file, none of the file is uploaded.		Note that the system works on the basis of a clean upload or no upload; this means that if there is one issue in the file, none of the file is uploaded.

	If the upload is successful the same table representation will be displayed, and will advise that the upload has been successful. These records can now be viewed within the system.		If the upload is successful, the same table representation will be displayed, and will advise that the upload has been successful. These records can now be viewed within the system.

	~~[[File:EPOD-Upload2.PNG\|600px\|border]]~~

	~~[[File:EPOD-Upload3.PNG\|600px\|border]]~~

	If there have been no errors then the services will be uploaded and customers created (if necessary).		If there have been no errors then the services will be uploaded and customers created (if necessary).

	{{~~note~~}} There are some limitations with using the upload, most notably that if formatting is used with the Excel spreadsheet for dates and times and the data within the field is not valid to this format the system with respond on import advising that this is not a valid conversion. If no formatting is used this is not be an issue.		{{Note}} There are some limitations with using the upload, most notably that if formatting is used with the Excel spreadsheet for dates and times and the data within the field is not valid to this format the system with respond on import advising that this is not a valid conversion. If no formatting is used this is not be an issue.

	[[Category:UG 291094 EPOD Admin User Guide\|200_400]]		[[Category:UG 291094 EPOD Admin User Guide\|200_400]]

Anw at 08:56, 7 October 2011

2011-10-07T08:56:09Z

← Older revision		Revision as of 10:56, 7 October 2011
Line 1:		Line 1:
	~~The User selects and uploads~~ a file ~~from the webpage~~.		This page allows users to upload jobs into the system from a spreadsheet file.

	~~[[File:EPOD-Upload1~~.~~PNG\|600px\|border]]~~		When entering the page, the user is required to select the '''Browse''' button, which will provide users with a file navigation window.

			Here the users must select a valid Microsoft Excel file, these can be either an '.xls' or '.xlsx' file.

	~~If the~~ file is ~~not in a valid MS Excel format~~ the user will be ~~prompted~~ of ~~this~~. ~~If it~~ is the upload will ~~begin~~.		Once a file is selected the user must select the Job Group that the service will be part of. This again is to split the work into different pools. The upload will only allow one job group per file uploaded.

	Once the ~~upload is complete~~ the ~~data will be parsed from~~ the ~~Excel file and placed into a dataset. The data will then have a set of basic validation checks~~.		Once the above has been completed, the user must click the '''Upload''' button to complete this action.

	Once the basic validation checks have been completed a check is performed to retrieve the number of errors, if there are any the file is not processes into the database and all records in the file are returned to the user, with any corresponding errors.		[[File:EPOD-Upload1.PNG\|600px\|border]]

	If there ~~have been no~~ errors ~~then~~ the ~~services will~~ be ~~uploaded and customers created (if necessary~~)~~. If any of these jobs have been added before~~, the ~~process~~ will ~~check this~~ and ~~add this to the list of errors processing~~ the ~~file~~.		If there are errors with the file (for example, these could be formatting issues with the data in the file, or the data is not valid), the system will display a table representing each row in the imported file and advise where and what the issue is.

	~~Once~~ the ~~processing has finished either through error~~ or ~~successful~~ upload, the ~~Excel~~ file is ~~deleted~~.		Note that the system works on the basis of a clean upload or no upload; this means that if there is one issue in the file, none of the file is uploaded.

	~~The screen then displays~~ the ~~log with all messages~~, ~~success or failure~~.		If the upload is successful the same table representation will be displayed, and will advise that the upload has been successful. These records can now be viewed within the system.

	[[File:EPOD-Upload2.PNG\|600px\|border]]		[[File:EPOD-Upload2.PNG\|600px\|border]]

	[[File:EPOD-Upload3.PNG\|600px\|border]]		[[File:EPOD-Upload3.PNG\|600px\|border]]

			If there have been no errors then the services will be uploaded and customers created (if necessary).

	{{note}} There are some limitations with using the upload, most notably that if formatting is used with the Excel spreadsheet for dates and times and the data within the field is not valid to this format the system with respond on import advising that this is not a valid conversion. If no formatting is used this is not be an issue.		{{note}} There are some limitations with using the upload, most notably that if formatting is used with the Excel spreadsheet for dates and times and the data within the field is not valid to this format the system with respond on import advising that this is not a valid conversion. If no formatting is used this is not be an issue.

	[[Category:UG 291094 EPOD Admin User Guide\|200_400]]		[[Category:UG 291094 EPOD Admin User Guide\|200_400]]

Anw at 08:50, 7 October 2011

2011-10-07T08:50:50Z

← Older revision		Revision as of 10:50, 7 October 2011
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	[[File:EPOD-Upload2.PNG\|600px\|border]]		[[File:EPOD-Upload2.PNG\|600px\|border]]

	[[File:EPOD-Upload3.PNG\|600px\|border]]		[[File:EPOD-Upload3.PNG\|600px\|border]]

Anw at 08:50, 7 October 2011

2011-10-07T08:50:41Z

← Older revision		Revision as of 10:50, 7 October 2011
Line 16:		Line 16:

	[[File:EPOD-Upload2.PNG\|600px\|border]]		[[File:EPOD-Upload2.PNG\|600px\|border]]
			[[File:EPOD-Upload3.PNG\|600px\|border]]

			{{note}} There are some limitations with using the upload, most notably that if formatting is used with the Excel spreadsheet for dates and times and the data within the field is not valid to this format the system with respond on import advising that this is not a valid conversion. If no formatting is used this is not be an issue.

	[[Category:UG 291094 EPOD Admin User Guide\|200_400]]		[[Category:UG 291094 EPOD Admin User Guide\|200_400]]

Anw: Created page with "The User selects and uploads a file from the webpage. border If the file is not in a valid MS Excel format the user will be prompted of this. If..."

2011-09-07T14:52:12Z

Created page with "The User selects and uploads a file from the webpage. 600px|border If the file is not in a valid MS Excel format the user will be prompted of this. If..."

New page

The User selects and uploads a file from the webpage.

[[File:EPOD-Upload1.PNG|600px|border]]

If the file is not in a valid MS Excel format the user will be prompted of this. If it is the upload will begin.

Once the upload is complete the data will be parsed from the Excel file and placed into a dataset. The data will then have a set of basic validation checks.

Once the basic validation checks have been completed a check is performed to retrieve the number of errors, if there are any the file is not processes into the database and all records in the file are returned to the user, with any corresponding errors.

If there have been no errors then the services will be uploaded and customers created (if necessary). If any of these jobs have been added before, the process will check this and add this to the list of errors processing the file.

Once the processing has finished either through error or successful upload, the Excel file is deleted.

The screen then displays the log with all messages, success or failure.

[[File:EPOD-Upload2.PNG|600px|border]]

[[Category:UG 291094 EPOD Admin User Guide|200_400]]