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How do I use CSV Management in AD/SB/MOD/STC Compliance Matrix?

Table of Contents :

How do I upload a CSV file?

1. Login to your account using the username and password provided.
2. Hover over the Technical Management tab. Hover over the Technical Document Management Tab and Click on AD/SB/MOD/STC Compliance Matrix tab.
3. Select the Client, Centre and Tab from List.
4. Click on the VIEW button. It will open new window.  
5. Hover over the CONTROLS dropdown and Click on the CSV Management option. It will open a new window.
6. Select upload option.
7. Select the file to upload
8. Click on UPLOAD button.
9. It will show you columns selected in the grid. Click on CONTINUE button.

How do I use delete all records in CSV management?

1. Login to your account using the username and password provided.

2. Hover over the Technical Management tab. Hover over the Technical Document Management Tab and Click on AD/SB/MOD/STC Compliance Matrix tab.
3. Select the Client, Centre and Tab from List.
4. Click on the VIEW button. It will open new window.  
5. Hover over the CONTROLS dropdown and Click on the CSV Management option. It will open a new window.
6. Select Delete all records option.  
7. Click on DELETE button.
8. It will show you Pop up message. Click on OK button.
9. It will show you "Rows deleted successfully." message.

How do I use upload and replace existing status list?

1. Login to your account using the username and password provided.
2. Hover over the Technical Management tab. Hover over the Technical Document Management Tab and Click on AD/SB/MOD/STC Compliance Matrix tab.
3. Select the Client, Centre and Tab from List.
4. Click on the VIEW button. It will open new window.  
5. Hover over the CONTROLS dropdown and Click on the CSV Management option. It will open a new window.
6. Select Upload and replace existing status list option.
7. Select file that you want to upload.
8. Click on UPLOAD button.
9. It will show you Pop up message. Click on OK button.
10. It will show you Pop up message. Click on OK button.
11. It will show you columns selected for comparison in the grid. Click on CONTINUE button.
12. Click on DOWNLOAD REPORT button.
13. It will ask you to view or save Excel sheet. This Excel sheet will show you compared information.
Choose files or drag and drop files
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  1. Lauren Partridge

  2. Posted
  3. Updated

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