Nomination Import. LINK System Customer Interface

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2 Nomination Import is an enhancement designed to allow the import of records into the LINK system directly from MS- Excel. This ability leverages the widespread use of spreadsheets to quickly create, modify and import records utilizing the new Nomination Import screen. The efficient use of MS- Excel to tabulate, order and organize data will lend itself to streamline the nomination process on the users behalf, resulting in a more efficient session. Characteristics of Nomination Import Utilize the Nomination Import wizard to load nominations directly from MS-Excel utilizing export feature or an available nomination template. Nomination Import screen developed to support MS-Excel functionality. Users will be able to Import from.csv file as well as copy/paste from the clipboard. Nomination Upload/Import Results will be produced in a PDF format. Results modified to include a summary section and grouping of nomination records by warning and error messages. 2

3 How it works Export/Import method: 1. From Nomination Screen, click the export button located in the upper left hand corner of the screen. 2. Click the Open button in the Windows pop-up located at the bottom of the screen to export the column headers. Choosing Save will allow you to save the nomination template to your computer for future use. 3. Update the nomination record attributes (quantities, activities, dates, etc.) as needed. 4. Copy selection of records from MS-Excel (into clipboard) and navigate to Nomination Import screen. 5. Select Import from Clipboard button, verify no errors have been identified. 6. Verify address displayed is correct (per Login ID) and select Submit. 7. Results will be sent for verification of nomination submittal. 3

4 Navigate to the Nomination screen and retrieve activities. Columns that have been hidden with Customize Layout will not be copied, they will need to be un-hidden by clicking the Screen Preferences Icon in the upper left hand corner of the screen. Next click the columns that need to be un-hidden to turn them from red to green and once complete, hit the Done button. 4

5 After all necessary columns are visible, copy the columns of the grid into a.csv by clicking the Export button located in the upper left hand corner of the screen. Next, you will receive a Windows prompt at the bottom of your screen to open or save. By saving the document, you can retrieve the spreadsheet in the furture without having the repeat the current steps. 5

6 Once the grid is pasted onto a MS-Excel spreadsheet, you may edit as necessary to modify and/or add nomination records in the spreadsheet. Only the column headings shown in the Nomination Import screen are evaluated and/or required, depending on the unique components used to create a particular record. 6

7 In the example below, the user has created a total of 6 individual activities by copying row 2 (activity 2) and adding an individual Package ID for rows 3 thru 7 while at the same time removing the Activity Code value (column E) from the newly created rows. A unique Pkg ID has been added to the 2 nd thru 6 th row, and thus will create new activity numbers for contract TRN101 once submitted and accepted. 7

8 Once the spreadsheet has been modified, select the desired records along with the column headers and copy. Navigate to the Nomination Import screen and select Import from Clipboard and the nomination records will populate the screen. The import will validate column headings and populate the screen. 8

9 After a nomination import, the following color codes will be used to identify: Red Errors must be corrected before submission. Orange Fields ignored due to other data elements. Blue Field was defaulted. Import errors will also be identified in a tabular format under Import Errors. If errors are identified, the user must select the Clear button, fix the errors on the spreadsheet and re-import. 9

10 Upon a successful import of the nomination records, the following message will be displayed and an will be generated to show the results of the import. The will be sent to the address displayed in the Send results to address: field (derived from the LINK user Login ID). 10

11 Example of results The.pdf attachment will display the results of the import along with any errors or warnings (if present). In this example, a new activity code was created for contract TRN101 (based on Pkg ID), and can be found under Act Cd. 11