Launching the Mobile Solutions Data Batch Upload

Open the Excel sheet.

In the MSCM Data Upload section in the toolbar, click on the Show Task pane button.

The Login page is displayed.

Note: If the button is not visible, deploy the Mobile Solutions Data Batch Upload Add- ins. For more information on deploying the Mobile Solutions Data Batch Upload Add-ins, see the Mobile Solutions Data Batch Upload Installation Guide.

Specify the username and password.

The login credentials in the Data Batch Upload tool is the same with the handheld login.

Note: The Upload Wizard user role must be added in order to access and successfully log in to the Data Batch Upload tool.

Click Sign in.

After signing in, you are redirected to the Connection tab with your Username and the Data Service URL where the Data Tool is connected.

Navigate to the Data tab.

Select an Application:

Platform
POU-N (Point of Use Nursing)
POU-DI (Point of Use – Department Inventory)

Select a Record.

Record values are list of tables or data can be uploaded in bulk. Available values change when the Application field value is modified.

Note: Once a record is selected, the record description is displayed in the description field. In addition, the column list the section with an expand and collapse button. The section displays a list of all the column names for the selected record. If you hover to the “I” icon or the information icon, additional information such as column type, maximum length value, and if the column is a required field on the specific column is displayed.

To update an existing record, you can select from these two options:

Click Create/Select Worksheet.
This button is enabled if the Application and Record fields have a selected value.
Upon clicking on the Create/Select Worksheet button, a worksheet labeled with the record value is created along with the corresponding column fields. The column fields are displayed in different background colors to indicate if a field is a primary key (yellow), mandatory (orange), or optional (blue). Fields that are both a primary key and mandatory or optional is displayed in yellow. If a worksheet already exists for the selected record value, the user is redirected to the existing worksheet within the Excel workbook.
Note: Make sure that worksheet is not in editing mode when you click on the Create/Select Worksheet button. Otherwise, an error message is displayed, preventing the creation or selection of worksheets. Editing mode is available when a cursor is displayed in any cells in the current sheet where you are expected to write in the data. To exit the editing mode, click on any of the cells or click outside the worksheet.
Click Download Data.
This button is enabled if the Application and Record fields have a selected value.
Upon clicking on Download Data button, a message to confirm the downloading of data is displayed. Click Yes to create a worksheet labeled with the record value along with the corresponding column fields. After a worksheet is created, the existing data for the record is automatically downloaded.
If a worksheet already exists for the selected record value, the user is redirected to the existing worksheet within the Excel workbook. The data is then automatically downloaded for the existing sheet.
If the data for the downloaded record exceeds 20,000 rows, it will not proceed with the data download. As a workaround, you can manually specify the modified data value for the records.
Note: Make sure that worksheet is not in editing mode when you click on the Create/Select Worksheet button. Otherwise, an error message is displayed, preventing the creation or selection of worksheets. Editing mode is available when a cursor is displayed in any cells in the current sheet where you are expected to write in the data. To exit the editing mode, click on any of the cells or click outside the worksheet.

Specify or update the data on the worksheet.

Use the column list and legend sections in the Data tab as a guide for adding data in each column for the record.

Navigate to the Upload Properties tab.

Select Add, Update, or Delete.

When adding data, ensure that the company, requesting location, supply location, and other similar data exists and have the correct tagging in MSCM.

When updating data, ensure that the data you are updating already exists. The primary key fields should not be updated since they are considered as new data. For instances where the primary key fields need to be updated, the appropriate action should be Add instead of Update. Updating the primary key fields on the existing data will result in an error.

When deleting data, ensure that you are deleting the correct existing data. Even if the delete action is allowed for a record, some of the rows are not deleted if it exists or is associated in other record tables.

Note: Add, Update, or Delete are not allowed on some of the records. An error message is displayed when the actions selected are not configured for table records. See Worksheet information for the available actions allowed on each record and deletion dependencies.

Click Validate Data .

The Validate Data button verifies if the values on some of the columns exceed the maximum length, if the specified data is aligned with the column data type, and if there are required column fields that were left blank in the worksheet currently displayed. This ensures that all specified data for the record are correct prior to starting the upload process

A message is displayed stating that the validation has started. After the data validation is completed, another info message is displayed. Errors on each row is displayed, if there are any. These errors must be addressed to proceed with the process.

This step is not a requirement to be able to proceed with the next step. However, this step is recommended so field values can be initially checked prior to the upload.

Note: Ensure that the worksheet is not in editing mode when you click on the Validate Data button. Otherwise, an error message is displayed that will hinder the data validation process. Editing mode is when a cursor is displayed in any cells in the current sheet where you are expected to write in data. To exit the editing mode, click on any of the cells or click outside of the worksheet.

Click Begin Upload.

This process also triggers the Validate Data button. The data validation process is triggered before it proceeds with the data upload. If there are any data validation errors encountered, it is displayed in the results section. Otherwise, if there are no data validation errors, it automatically proceeds with the data upload process.

The upload results is displayed in each row of the worksheet. If the Enable Color Coding setting check box is selected, the results are displayed in either red or green color. To disable this feature, clear the setting in the Upload Properties tab. The uploaded data is visible in the MSCM Web in their respective modules and screens.

Note: Make sure that worksheet is not in editing mode when you click on the Begin Upload button. Otherwise, an error message is displayed, preventing the creation or selection of worksheets. Editing mode is available when a cursor is displayed in any cells in the current sheet where you are expected to write in the data. To exit the editing mode, click on any of the cells or click outside the worksheet.

A debug mode setting is available in the About tab. If this is selected, the debug logs are displayed in the output area. This feature is only available when the upload tool is accessed in the Excel desktop app.

Click Logout to log out from the add-in.

You are automatically logged out when the Upload Tool is not in use for 30 minutes and actions such as selecting a value from the drop down fields are performed.