1. Data Catalog
  2. Issues and Actions
  3. Tracking and Work flow
  4. Create an Action for Data Management – Data Entry and Excel Uploads through DMI
  5. Adding Data to Table – Forms created using Excel Upload Excel Workflow

3.3.9.2 Adding Data to Table – Forms created using Excel Upload Excel Workflow

For Data Management through Excel Upload.

Figure 3-2 Upload Excel Workflow


For Data Management through Excel Upload

  1. Create a form in DMI using the Creating Forms Using Excel Upload. The excel template with the actual data is uploaded in the from creation.
  2. Approve the DMI form.
  3. Navigate to the Inbox by clicking the Inbox button on the home page. The Inbox page is displayed.
  4. On the Inbox page, select the required Issue for which you need to create an Action.
  5. Select Data Entry in the Action Type.
  6. You can edit the Description, Criticality, Start Date, Target Date, Owner, Comments, and Attach Documents fields.Click View more to open Data Entry tile.
  7. Select the Form created in step 1 with the Excel upload.
  8. The Designer form for the Stage table associated with the Form Id is displayed.
  9. The Form is already in the Awaiting status. No modifications are allowed in this stage.Click the Submit button on the Action screen. The Action goes to the Action owner for approval.
  10. Once the Action Owner approves the action, the form is ready to be Published.
  11. Refer to Approve an Action and Return an Action for Approving or Returning the action.
  12. Refer to Publish an Action to Publish the Data Entry action.

    Note:

    No validation of data in the excel is currently performed. The user needs to manually verify the data before proceeding to upload while creating the DMI form. Should there be errors at the time of Publish Change Request, the user will be notified the numbers of records Passed and Failed. The user can remediate for the failed records using the Issue/Action – Publish procedure.