Table of Contents : |
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. | Popup window will be shown. Click on the 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. | |
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. | Popup window will be shown. Click on the OK button. | |
10. | Popup window will be shown. Click on the 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. |
Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator. |
Lauren Partridge
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