Documentation | User Guide

Documentation | User Guide

Create data import rules

This part of the guide explains how to create a data import rule. The Import Data Rules screen allows the System Administrator to configure each type of imports. For each type, the System Administrator can define parameters that will be used to validate the content of the files

Step 1 - Go to the page List of Import Data Rules

  1. Go to the Administration module;
  2. Choose the Base Tables option;
  3. Select the Internal Affairs option;
  4. Click the Import Data Role menu. This action opens the List of Import Data Rules page (509:15630);

Step 2 - Create an import data rule

  1. Click the Create button. This action opens the Import Data Rule popup window;
  2. Fill out the required fields (identified with a red star *). For example, Import Data Type, Start date, etc.;
  3. Click the Save button. This action confirms the creation of the import data rule, assigns an import rule number and updates the List of Import Data Rules page (509:15630).