This is the admin video import audit data.
When auditors or assessors complete their assignments in the BAT
they will mark their audits as complete.
This is a necessary precursor to importing data
from the local BAT database file.
Administrators or managers should check the status
of any audit data before proceeding to the import step.
Note Users should provide the administrator
all folders provided to them after the audit as items such as floor
plans and photos will be added to the master data store for later use.
The following steps are required to import local data into either the central BAT
database or the company level database
managed at corporate contract level.
Navigate to the sub form by clicking the data import
button located on the left side of the main administration form.
Select import type.
Depending on the type of import, the options are based on import template
which import system level data based on
selected systems by installation
Entire selected database
which imports all data associated with the BAT database,
including all buildings and information for all users and based on users
which imports all data for selected users within a BAT database.
If the based on import template option is selected,
click the Create system level import template
button on the right side of the data import form.
Once the system level data import form opens, you should then browse
for an external access database file that will be the basis for this import.
To do this, click the button with three dots
next to the select database for import field
and browse to the database
you plan to import data from and select the back end data file.
Then click the load button.
The list of buildings associated with the data file that was loaded
will be populated in the table on the lower portion of the form.
The user should then select all buildings
that contain data to be imported.
You may use the filters at the top of the form to narrow your search
when all desired buildings are selected.
You are ready to generate the import template.
Select a destination folder for the file by clicking the three dots
next to the destination folder field and browsing to that location.
The default will be the export subfolder of the BAT directory.
Next click the Create template button.
This will generate an Excel file template in your selected location.
Now close system level data import
Template module Using the close button,
Go ahead and populate the system level import template Excel file
with the systems
by building that you would like to import from the source BAT file.
To do this, open the Excel file
you created in the previous step
Place ones in the boxes to indicate
which buildings are systems contain information to be imported.
Once you have done so, you can save the file
in the data import page.
Select the access database to be imported.
This is the back end data file
that with data you are importing into the BAT file you have opened.
Click on the select file button and browse to the file of interest.
If you are importing the entire selected database,
you may now click the import button to start the process.
For input type based on import template,
you will need to load the populated import template.
Click Select Import Template.
Browse to the template you have just created and click.
Okay.
Then click on the
import data from template to load the file
for import type.
Based on users, you will need to select
the user names to be imported.
A multi selection box will pop up
with available options based on the file you loaded to be imported.
Once you have input, all the necessary data files and information,
you may click on the import button underneath select file.
This will initiate that import process.
Once the import is complete,
the data in the real property list will be updated, including audit status.