Version 15.1 by Megan Kahl on 2022/08/18 10:24
Show last authors
1
2 **DISCLAIMER**
3
4 Please note, whilst care is taken to illustrate numerous scenarios, it is impossible to detail all instances and therefore this document should merely serve as a guide for the purposes of demonstrating system functionality and conducting employee training.
5
6 In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual.
7
8 EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual.
9
10 Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide.
11
12
13
14
15
16
17
18
19 **COPYRIGHT**
20
21 This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd. Under the law, copying includes translating into another language or format.
22
23 EBSphere (Pty) Limited
24
25 P.O. Box 785803
26
27 Sandton
28
29 2146
30
31
32
33 = [[image:Member Update - Multiple Members_html_8cba33b1e8c9fa24.gif||height="96" width="344"]] //Member Updates – Multiple Members// =
34
35
36 Member static data changes can be updated on screen or via an import. This manual covers importing changes, but should you wish to make the changes manually on the front end, please refer to the manual “**Member Updates – Single Member**”.
37
38 To update member details in bulk, you can use the batch “**Update Member Data**”.
39
40 The best way to utilise this import is to start with an “**Export Member Data**” batch. While on the client go to the Batches menu, select “**Batch Management**” and search for the batch:
41
42 [[image:Member Update - Multiple Members_html_bee26eb40e1439c5.png||height="53" width="630"]]
43
44 Click on the “**New Batch**” button. The batch will be added to the Batch Management pane.
45
46 Double click the “__edit__” hyperlink:
47
48 [[image:Member Update - Multiple Members_html_85e8ba0d0af2bfdc.gif||alt="Shape1"]] [[image:Member Update - Multiple Members_html_dc050e6453b3ca7e.png||height="51" width="355"]]
49
50 The Batch Editor screen will open:
51
52 [[image:Member Update - Multiple Members_html_bc1a5f81784d9c2e.png||height="171" width="631"]]
53
54 **Client:** This is automatically populated with the client you were on when selecting the batch.
55
56 **Effective Date:** This is the END date, i.e. if you want to see all members who joined up to current date, you would insert current date.
57
58 **Filename:** Browse to where you want to save the file.
59
60 **Date 1:** This date is effectively the “Date Joined Fund” date. If you want to see ALL members on the Fund, insert the date 01/01/1900. If you are only interested in members who joined from a specific date, insert that date.
61
62 **Filename:** Select “Yes” to include exits or “No” to exclude exits.
63
64 Click on “**Save**” and “**Execute**”.
65
66 An excel file will populate with all of the static data currently on the member records:
67
68 [[image:Member Update - Multiple Members_html_638ed4f97a5a2507.gif||alt="Shape2"]]
69
70 [[image:Member Update - Multiple Members_html_3b5826210c02d0ed.png||height="42" width="636"]]
71
72 [[image:Member Update - Multiple Members_html_288890e5c4f421f1.png||height="54" width="636"]]
73
74 [[image:Member Update - Multiple Members_html_b7c6b56b189d71a1.png||height="33" width="636"]]
75
76 [[image:Member Update - Multiple Members_html_d65daa8a3dc22380.png||height="31" width="636"]]
77
78 [[image:Member Update - Multiple Members_html_1018beee0f87b1b1.png||height="34" width="636"]]
79
80 [[image:Member Update - Multiple Members_html_46ed60b101664c32.png||height="47" width="636"]]
81
82
83 Isolate the columns for the data you want to update, and delete all columns you don’t want to update **EXCEPT** the “**System No**” column as this field is required for the “**Update Member Data**” batch to work, and remove any rows for members that do not require an update:
84
85 [[image:Member Update - Multiple Members_html_da1c9adb39ebb9d4.gif||alt="Shape3"]] [[image:Member Update - Multiple Members_html_5295ddc16f2547f.png||height="81" width="411"]]
86
87 Once complete, save the file and go to “**Batch Management**” via the Batches Screen:
88
89 [[image:Member Update - Multiple Members_html_963c2d0d9a01697b.png||height="179" width="173"]]
90
91
92
93
94 Select the “**Update Member Data**” batch from the “All” Batch Types, and click on the “**New Batch” **button:
95
96 [[image:Member Update - Multiple Members_html_e9e199cfb7215eff.png||height="54" width="630"]]
97
98 Double click the edit hyperlink:
99
100 [[image:Member Update - Multiple Members_html_d30880902d6cf5a.gif||alt="Shape4"]] [[image:Member Update - Multiple Members_html_ae0f1f17166e9d97.png||height="54" width="369"]]
101
102 A Batch Editor screen will open:
103
104 [[image:Member Update - Multiple Members_html_ba75aba92bfca480.png||height="201" width="630"]]
105
106 **Client:** This is automatically populated with the client you were on when selecting the batch.
107
108 **Effective Date:** This is the date you want to update the records. NB! If you are updating categories, paypoints, branches, risk policies and investments the date must be the effective date that these new details come into effect.
109
110 **Filename:** Browse to where you saved the file.
111
112 Click on “**Save**” and “**Execute**”.
113
114 2 reports will populate.
115
116
117
118
119
120
121
122
123 The first report will reflect all of the fields that have been recognised in the import, any fields that must be imported for the import to work, as well as fields that were not recognised in the file:
124
125 [[image:Member Update - Multiple Members_html_e937d1209f75b56c.gif||alt="Shape5"]] [[image:Member Update - Multiple Members_html_d2386ebd4757917.png||height="311" width="475"]]
126
127 Should there be any columns not recognised, or mandatory fields that were left out, update the headings of the file, or add columns as needed.
128
129 The second report will advise if the import was successful. If not successful investigate the errors as advised on the report:
130
131 [[image:Member Update - Multiple Members_html_493fb435a3752f89.png||height="169" width="630"]]
132
133 Return to Everest to check a few members to ensure that the fields were correctly populated.

Applications

Navigation

Need help?

If you need help with XWiki you can contact: