Overview
This application allows you to import e-Requisitions using a predefined template. The benefits include performing bulk transactions resulting in time efficiency. Any combination of e-requisition types can be imported and will be combined according to the manual e-requisition rules.
Typical Users
Risks Factors
Function
When opened, you will view the following Import E-requisitions screen:
Click on the 'Click to download a template' button to export a template. You will have the following 'Blank template' and 'Template description' options:
Blank Template Example:
Template Descriptions Example:
You can complete the template of your choice and save it as an .XLS file for import. If you are using a template with descriptions, the descriptions need to be deleted for the fields where they can be left blank. Once you are ready to import, click on 'Choose a file' and select the file you wish to import from the saved location or alternatively, drag and drop the file onto the screen.
The rows will be displayed in a grid on the main screen:
A validation check will automatically be applied. Any validation errors will be highlighted red and will have to be corrected using the spreadsheet, save the sheet again and import and validate again. Use the 'Upload' button to return to the upload screen.
Once all validation errors have been corrected you will be able to save the imported requisitions.