TIPWeb-IT Room - Staff Association Import

In TIPWeb-IT, staff members are associated with certain rooms. Administrative users can export a current room-staff template that lists all room-staff assignments for that site. The user can then easily add/edit/remove staff room assignments. After edits are made, users can import the new spreadsheet to the site.

Export Room-Staff Assignment Template

Export a current Room-Staff assignment template to add/edit/remove staff assigned at the site.

1.     Click on , located on the top navigation bar.

2.     Click on Room-Staff Import under Management Quick Links. The Room-Staff Import window opens.

3.     Select respective template from Import History grid, if available.

4.     Click on download template hyperlink.

If respective template unavailable in Import History grid, click on download template hyperlink to download spreadsheet.

5.     If prompted, What do you want to do with Room-Staff Import.xlsx, click on Save.

6.     Click on Close to close the Room-Staff Import window.

Import Room-Staff Assignment Template

Import a new Room-Staff assignment template incorporating all edits made to staff assignments at the site.

1.     Click on , located on the top navigation bar.

2.     Click on Room-Staff Import under Management Quick Links. The Room-Staff Import window opens.

3.     Click Browse to navigate to the respective template.

4.     Click Open to add the file.

5.     Click on Begin Import.

6.     The Import Confirmation window opens indicating the quantity of new staff assignments.

7.     Click on Stop Import to cancel the import.

8.     Click on   Finish Import to complete the import.

9.     Click on  Close to close the Room-Staff Import window.

NOTE:

The Import History grid stores the saved templates and allows the user to identify the template by Import ID, Imported By, Date Imported, and Action (.xls file).

All staff added or removed from the import template will be reflected in the corresponding room in the Staff tab.

Template rules:

·       If no staff are currently assigned to rooms in TIPWeb-IT, the template will export one row for every unique room in the site.

·       If staff are currently assigned to rooms, the template will include a row for every unique staff ID assigned to a room at the site.

·       If multiple staff need to be assigned to a single room, duplicate the room number row.

·       Staff can be assigned to multiple rooms at the site.

·       If I enter the same staff ID to a duplicate room, only the first room-staff assignment will be made in TIPWeb-IT.

·       Rooms do not require a staff assignment.

·       Rooms do not need to be listed in descending order when imported.

·       If the staff ID field is left blank in the template, no room-staff assignment will be made in TIPWeb-IT.

·       If the staff ID field is deleted in the template, the room-staff assignment will be deleted in TIPWeb-IT.

·       If a room number is added to the template that does not exist at the site in TIPWeb-IT, no room will be created.

·       If a staff ID is added to the template that does not exist at the site in TIPWeb-IT, no staff will be created.