1. Introduction to Updates 0:00
He introduces updates to the Scope of Works Importer.
New features include:
Required form ID
Recommended form ID
Required comment
Required image
User groups
Older projects lacked an easy way to update Scope of Works to utilize these new features.
2. Accessing the Import/Export Tool 0:49
Navigate to project settings.
Go to Scope of Works section.
Use the import/export tool to manage Scope of Works.
3. Exporting Current Scope of Works 1:14
Click 'Export' to download an Excel copy of the current Scope of Works.
4. Preparing the Import File 1:29
Modify the exported Excel file to include:
Required form ID for snagging.
User group ID for responsibility.
Responsible user.
Add in progress
Add items or chapters
Deleting any items and chapter that are no longer relevant.
5. Importing the Updated Scope of Works 2:23
Choose 'Import Scope for Work Data'.
Select the modified Excel file for import.
6. Choosing Import Options 2:31
Three options available for import:
Update: Modify existing items with new values, add new items, and delete existing items
Add to Existing: Only add new items without changing existing ones.
Replace Everything: Completely overwrite existing Scope of Works (not recommended unless starting fresh).
7. Confirming Changes 3:10
Review the update wizard showing changes:
Confirm updates to existing items, confirm additions, and deletions
Cancel if updates are not what you expected
8. Verifying Updates in Scope of Works 3:50
Check the Scope of Works to ensure:
Deleted items and chapters are removed.
New user groups and required forms are correctly assigned.
New progress is captured
9. Benefits of the Updated Importer 4:32
Allows for easy updates to existing items without losing data.
Retains previously captured information (e.g., photos).
Facilitates management of long-term projects with evolving requirements.
10. Important Notes on User Groups and Forms 5:20
Ensure to capture the correct IDs for user groups and forms in the Excel sheet.
IDs can be found in the settings of user groups and forms.
11. Conclusion 6:15
The updated Scope of Works Importer (Update) is a powerful tool for managing project updates.
It simplifies the process of incorporating new features and requirements.
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