What is Unit Detail...??

Modified on Thu, 7 Jan, 2021 at 10:26 AM

What is Unit Detail...???

[Note : This is for 4.1 Client]

1. Unit Detail is when you have to add a new org level in the system.

For eg: Designation, Dept, location, Band & Grade, Function, Sub Dept. Category,etc...

How to Add New Org Level in Unit Detail..???

2.Download the Template from the Download Upload Engine.

2. Select Unit Detail Template from the List mentioned and click on Download Icon.

3.The below given template will be downloaded and you can see the File in the Download section.

4.Once you open the Template , The first step is to delete the 1st column

5.Clear all the cells that are pre filled by the system while downloading

Please note: Do not change the file name, In case there is a change in the name, the system will not accept the file while uploading.

6.Once all the Pre filled Data has been Deleted from the Template, you can fill the required details. For eg: When we have to add State in the system. Org level will be 2, in column (Org level Code and Org Level Desc) their will be State, in next three column state name will be their. Remark 1 and 2 will be empty, Applicable will always be 1.

7.Once all the Details has been filled , The next step is to Upload the Template. You have to go to the same screen from where the template was Downloaded and click on Upload.

Once you click on the Upload, the Upload screen will be visible to you.

8.Next step is to Upload file Browse the template & select it, then select the Template Name as “Unit Detail” and click on the “Ms Excel Icon”

After Uploading , you have to pass the file through “Submit Upload”

As the file has passed through submit upload , the next step is to pass the file through “Checker

As the file has passed through submit upload , the next step is to pass the file through “Checker 2”

After Uploading , a message will be reflected on your screen. The required changes will be made in the system