Running a load definition

Persons who load data at the unit level must do these steps.

If you have implemented the Approval Process, you cannot load data for any units that are submitted or approved.

  1. Start OpenLink.
  2. From the Workflow Navigation section, select your workflow period.
  3. Navigate to the member for which you want to load data.
  4. From the Load Definitions section, select the load definition to run.
  5. Browse to the source file location and select the source file to load. This is a required step with every load even if the load definition has been previously run.
  6. Click Run.