Truck Visit Appointment Bulk upload
- Vinayak Bhat
Table of Contents
Revision History
Version | Date | Author | Designation | Description of change |
 1.0 | Oct 12, 2021 |  @Yadukrishnan G (Unlicensed) |  Technical Writer |  Draft |
Introduction
This section describes how to create/edit Truck Visit Appointments in bulk by uploading a csv file with the details.
The same process can be done from the File Upload module as well.
Truck Visit Appointment Bulk Upload
1. Navigate to the Truck Visit Appointment page from the top navigation bar(Manage → GATE → Truck Visit Appointment)
2. Click on the bulk TRUCK VISIT APPT button
3. The below Bulk Appointments pop-up will be displayed
4. Select either Truck Visit Appointment Create or Truck Visit Appointment Edit based on the action the user wants to perform.
5. The user has the option to download an empty template by clicking on the Download Template hyperlink.
The user has the option to download an instruction file that contains information on filling data in the csv file, by clicking on the Download Instruction hyperlink.
6. To add a file, the user can either:
a. Click on the ADD FILE button (or)
b. Drag and drop the file to be uploaded to the area marked by dotted lines
7. Users can download the uploaded document(if required by clicking on the name of the document)
Users can remove the uploaded document by clicking on the remove icon
8. The system will perform the below validations on the uploaded file:
a. Size of the uploaded file is less than the 2MB
b. Type of the uploaded file is csv.
If any of the above validations fail user will have to remove the uploaded file and reupload the correct file before submitting it.
9. If the above validations are passed, the SUBMIT button will be enabled. Click on the SUBMIT button to proceed.
10. User will be navigated to the Truck Visit Appointment page. An appropriate message will be displayed as a top banner.
Users can get more details on the status of the uploaded file from the File Upload module.
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