Bulk Import Design Issues Using Excel
To bulk import Design Review Issues using excel you must be a project or a utility administrator.
Download Excel Template
To begin the upload click on Utilities.
Select Import Design Review Issues.
Download the Excel Template file by clicking on the Download button.
Fill in the Excel Template
Fill in the excel file , making sure to fill in all required fields.
Reference, Doc#, Rev, Issue Authority User ID, Issue Action User ID and Issue Title are MANDATORY (REQUIRED) *
Reference *
The reference column can be:
Left Empty - a new DRI will be created with the next reference number assigned.
Reference added of an existing DRI - the existing DRI with that reference number will be updated.
Reference number added but no DRI exists - a new DRI will be created and will be assigned this specified reference number.
Doc# *
Enter the document number from publication space that this DRI is regarding.
Rev *
Enter the revision of the document from publication space that this DRI is regarding.
The revision can refer to a MU Revision (markup revision).
Enter e.g., A-MU1.
Refer to the below links for more information:
25.04 (April Release) | DRI Import and Logging Enhancements for Markup Revisions
Issue Author User ID *
Enter the User ID of the Author i.e. who is the sender of the DRI.
Issue Action User ID *
Enter the User ID of the Action user i.e. who do you want to action this DRI.
Issue Title *
Enter the Issue Title.
Issue Status
You can optionally add a specific status. If left empty:
On a new DRI the default status will be used.
On an existing DRI the current status will be used.
Issue Further Details
Enter detailed information regarding your DRI.
Comment By User ID
If you are importing comments to an existing DRI, add the User ID of the author of the comment.
Comment
This column only needs to be completed if you are importing comments to an existing DRI.
Columns K Onwards
Columns K onwards are populated with User Fields that have been configured onto your DRI form. In this example we have a Category and Risk user field on the form.
Complete these as required.
Importing the Excel
Select Your File
Drag and drop your file into the Select Files box or click on Select Files to search for your file and attach.
Click Next.
Excel Errors
If there are any excel errors CX will inform you. Fix the excel spreadsheet and save and upload the file again. Click next.
Issue Resolution
If there are any issues to resolve e.g. you wrote status is FIXED but there is not FIXED status it will ask you to select a status that does exist. Click next.
Click on Finish Import.
Summary
Confirmation of Import will show.
- 1 Download Excel Template
- 2 Fill in the Excel Template
- 2.1 Reference *
- 2.2 Doc# *
- 2.3 Rev *
- 2.4 Issue Author User ID *
- 2.5 Issue Action User ID *
- 2.6 Issue Title *
- 2.7 Issue Status
- 2.8 Issue Further Details
- 2.9 Comment By User ID
- 2.10 Comment
- 2.11 Columns K Onwards
- 3 Importing the Excel
- 3.1 Select Your File
- 3.2 Excel Errors
- 3.3 Issue Resolution
- 3.4 Summary