Importing Recipients

The list of Recipients of the alert can also be populated by uploading a spreadsheet of Suppliers and/or Sites. This may have been created outside of the application or by downloading a suitable list view or report output.

To import recipients:

  1. Open the Alert in edit mode.

  2. Select the Import Recipients option in the Actions menu. The Import Recipients dialog box appears. It shows the options available.

    This figure shows the Import Recipients page.

  3. To locate the spreadsheet file (.xlsx or .xls file) to import, click Choose File.

    The spreadsheet comprises the following columns:

    Column Contents Notes
    A Supplier Name

    Must be populated for Supplier recipients.

    Must match that in the application for the given Supplier Code.
    B Supplier Code Supplier Code must be populated for Supplier recipients.
    C Site Name

    Site Name must be populated for Site recipients.

    Must match that in the application for the given Site Code.
    D Site Code Site Code must be populated for Site recipients.

    The first row is reserved for the column headings.

  4. Choose if existing recipients are to be overwritten; leave the Overwrite Existing checkbox unchecked to retain the existing recipients.
  5. Indicate the type of recipients the file contains (Suppliers, Sites, or Suppliers & Sites). If this differs from the Select From option on the Details page, the Select From option will be reset accordingly, as will the selections in the Supplier and/or Site Recipients on the Recipients tab.
  6. Click Ok to proceed.