Importing actions into a plan
Prerequisite
- Access to the Management > Planning (PL004) menu.
Introduction
See in this article how to import actions from an Excel spreadsheet into an action plan from SoftExpert Action Plan. Thus, it is possible to add several actions at once.
Downloading and filling out the import spreadsheet
1. Access the Management > Planning (PL004) menu.
2. Select an action plan and click on the More > 
button.
3. Open the actionplanstruct spreadsheet that has been downloaded.
4. Delete the filled-out cells from every column.
5. Then, fill them out with the fields of the actions you wish to import. Each filled row in the columns will be equivalent to an action.
6. Save the spreadsheet. The actions are ready to be imported!
- If the required columns are not filled out, the system will not validate the import.
- The columns that reference the system records, such as the ID # of the action plan into which the actions will be imported, must be filled with the exact same information as that of the system.
- The extension of the file must be .xls and said file must maintain the same language downloaded from the system. For example: if the spreadsheet is downloaded while SoftExpert Suite is in English, but is imported later on with SoftExpert Suite in Portuguese, the system will not validate it.
- The Login and Name columns must be filled out with the ID of the user responsible for the execution of the action.
Importing actions to the plan
1. Access the Management > Planning (PL004) menu.
2. Select the action plan into which you wish to import the actions.
3. Then, click on the More > 
button.
4. On the screen that will open, click on the 
button.
5. Then, select the actionplanstruct spreadsheet filled out in the previous topic.
6. To finish, click on the button.
- If the same actions exist in the plan structure and the spreadsheet, the plan actions will be replaced by the actions saved in the .xls file.
- If there are new actions in the spreadsheet and they are imported into a plan that already has actions, they will be added to the structure without deleting the existing actions.
Conclusion
Thus, actions will have been created within the action plan. This is a very practical way to create multiple actions all at once!