Importing Notes

To import a Note Template or a Note Format using the Library:

1. Select Library from the Narrative Reporting Home Page.

2. Select the menu in the upper right corner of the Library and then select Import.

3. In the Import dialog, select Local and browse to the export ZIP file that you want to import.

4. Select Overwrite Existing Objects to replace any existing artifact with the new imported artifact.

5. Select Include Access Permissions to include the already defined access permissions on the imported artifact to the existing one.

6. Select OK.

   The import process will run in the background. Check Messages to view the notification once the import is complete.

   Note:

   The "Import Process Status <date/time>.txt" file, which is generated in the My Library folder after the import, lists the status for each imported artifact.

   For example:

   The import process initiated by admin started on Jun 11, 2021 9:23:59 AM and was completed on Jun 11, 2021 9:24:00 AM.

   The details are below.

   Artifact Jan,340000,FY18,Total Entities,TV of type Note was successfully imported.

   Artifact Performance Summary of type Note Template was successfully imported.

   Artifact Jan,340000,FY18,Total Entities,DV of type Note was successfully imported.

   Artifact Jan,340000,FY18,Total Entities,AS of type Note was successfully imported.

   Artifact Jan,340000,FY18,Total Entities,TV of type Note was successfully imported.

   Artifact Variance Summary of type Note Template was successfully imported.

   Artifact Jan,340000,FY18,Total Entities,DV of type Note was successfully imported.

   Artifact Jan,340000,FY18,Total Entities,AS of type Note was successfully imported.