DATA EXPORT IMPORT Asbestos Condition Appraisal Export Import
DATA EXPORT & IMPORT Asbestos & Condition Appraisal Export & Import ESTATE Manager Module
Opening The Software You will either login directly from you desktop or via the Citrix interface. Once logged in click on the ESTATE Manager icon.
The Login Screen After a short period the program will start and you may be presented with the login screen. If so: - First type your Username Then type your Password. Finally click the login button.
Choose Property Database Please Choose Appropriate Option Below Appraisal - choose Property Database Appraisal Import - click here Asbestos Import - click here
Find the Appraisal Tab Find the Appropriate Site … APPRAISAL
Find the Appraisal Tab … and Block APPRAISAL
Find the Appraisal Tab APPRAISAL
Choose the appropriate Option You must first choose the facets you wish to export You can then export: Site Data Block Data Blank Sheet To import – click here APPRAISAL
Choose the appropriate Option A Quick Double Check – say Yes APPRAISAL
Save the Output File Choose your preferred location and filename. APPRAISAL
Completion Message APPRAISAL
Record Locking Records are locked pending re-import. They are shown with a RED asterisk APPRAISAL
The Finished Export Spreadsheet APPRAISAL Records are locked pending re-import. They are shown with a RED asterisk The spreadsheet must be filled-in using the pre-set drop-down options. Entering data in the first data row will create a second record ready for data entry. DO NOT COPY AND PASTE DATA FROM OTHER SOURCES – IT WILL NOT IMPORT
Appraisal Import Click on the import button. If you are unsure how to get to this point - click here APPRAISAL
Appraisal Import Click browse button and choose import spreadsheet. Now click Import Appraisal Data to import spreadsheet and unlock ‘starred’ records APPRAISAL
Appraisal Import After import click OK to complete import and unlock ‘starred’ records. APPRAISAL
Asbestos - choose Property Database Asbestos Import - click here Appraisal Import - click here
Find the Asbestos Tab Find the Appropriate Site … ASBESTOS
Find the Asbestos Tab … and Block ASBESTOS
ASBESTOS Asbestos Tab
Choose the appropriate Option You must first choose the facets you wish to export You can then export: Site Data Block Data Blank Sheet ASBESTOS
Choose the appropriate Option A Quick Double Check – say Yes ASBESTOS
Save the Output File Choose your preferred location and filename. ASBESTOS
Completion Message ASBESTOS
Record Locking Records are locked pending re-import. They are shown with a RED asterisk ASBESTOS
The Finished Export Spreadsheet (part shown) ASBESTOS Records are locked pending re-import. They are shown with a RED asterisk The spreadsheet must be filled-in using the pre-set drop-down options. Entering data in the first data row will create a second record ready for data entry. DO NOT COPY AND PASTE DATA FROM OTHER SOURCES – IT WILL NOT IMPORT
Asbestos Import Click on the import button. If you are unsure how to get to this point - click here ASBESTOS
Asbestos Import Click browse button and choose import spreadsheet. Now click Import Asbestos Data to import spreadsheet and unlock ‘starred’ records ASBESTOS
Asbestos Import You will be presented with a confirmation message After import click OK to complete import and unlock ‘starred’ records. ASBESTOS
- Slides: 29