Job Items Import

How to bulk import multiple Job Items with Bulk Upload functionality, or add Job Item individually.

How to Bulk Import Multiple Job Items

To bulk import multiple Job Items, follow these steps. Repeat the process to add more Job Items as needed.

  1. Click on "Settings" located at the bottom left of the page.
  2. Click on "Bulk Upload" located at the bottom of settings menu.
  3. Download the relevant Upload Template to which Job Layer you want to import. 
    Screenshot 2024-10-24 115654
  4. Complete the Upload Template by entering the relevant information for each Job Item. It is recommended to fill in the following key columns:
    Name: The name of the Job Item.
    Custom Code 1: Optional code to help identifying or tracking Job Items.
    CroupPermission: An option field to input the name of the department that will have access to this job item.
    Address: Location information of the Job Item.
    Screenshot 2024-10-24 134719

    Note: Currently, Timecloud allows you to assign one primary Department Permission (shown as GroupPermission column in template) to each job item through bulk import. If multiple Departments permissions are desired for one Job Item, they can be edited after bulk importing. 
  5. Save the template, and go back to "Settings -> Bulk Upload".
  6. Click on "Bulk <Layer Name> Upload", and drag the template to the popup window.
    Screenshot 2024-10-24 113628
  7. Choose the desired Upload Option, either Add new records or Replace existing records.
  8. Click on "Upload" to finish the bulk import Job Items process.

How to Add Job Item Individually

To add Job Item individually, follow these steps. Repeat the process to add more Job Items as needed.

  1. Go to "Job Tracking" page from the menu on the left.
  2. Click on "+ Add <Layer Name>" located on the right of each Layer Name.
    Screenshot 2024-10-24 112812
  3.  Fill in the Job Item information. Job Linking functionality introduction can be found here.
  4. Click on "Save" to finish the add Job Item process.

 

By following these steps, you can efficiently import or add Job Items for your organization.