Path: Admin > Mass Import > Dashboard
WebTMA System Administrators can use this tool to import new data into WebTMA or update existing records. If the option does not appear on your menu, see the note below.
The initial view of Dashboard / History shows Import history as a graphic summary and an Import List of previously imported data.
Select the Templates Tab on this window to see a list of Excel Templates for data that can be imported. This list will continue to grow as more templates are developed.
From the Templates Tab, download the desired Template and complete it. Once the Template is complete, go to the Create Import window to upload your data.
NOTE: The Mass Import menu options are available on the Admin menu to restrict access to administrators. When getting started, go to Admin > User Management > Records / Window Access to give your administrative user Full access to the new window. Unless a user has access, Mass Import does not display on the menu.
Mass Import and Automatic Counters Alert
Path: Admin > Client Info / Counters Tab
When your System Administrator sets up WebTMA, there is an option to automatically number new records and determine the starting value. Once set, the number increases automatically for each record added. This setting is made from Admin > Client Info / Counters Tab, but it does not apply to imported records.
Each imported record requires a Tag # for records such as Assets, Biomed Equipment, and Equipment. Since WebTMA does not update the counters for imports, a manual adjustment is required after import. Be sure to revise the Current Value column on the Auto-Counters grid after records are imported. Without this manual reset, you can have "Duplicate Tag # Number" errors.
Example: You use the Auto-Counter for Equipment and the Current Value on the Counters Tab is 1401. You can start the numbering in the spreadsheet with 1402. If you import twenty records, the last number is 1421. When the import is completed, go to Admin > Client Info / Counters and you can see the current value still shows 1401. Manually reset the Current Value to 1421 (one above the last number imported) to prevent errors.