How to Create a New User in the CAFM system

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This document provides instructions on how to import contacts into a CAFM system. It outlines the steps for downloading a template to ensure data is formatted correctly, uploading the contact list, and resolving any issues that may arise during the import process. The document also details the confirmation and success messages that users can expect to see upon successful completion of the import.

Here’s a step-by-step summary:

1. Access the Contact List: Navigate to the contact list within the system.
2. Initiate Import: Click on the “Import Contacts” button located at the top of the contact list.
3. Download Template (Optional): To ensure data accuracy, download the provided template.
4. Select Import Type: Click the “HR” button at the top of the import form.
5. Upload Data: Either drag and drop your populated XLSX file or use the file select dialog to upload the file.
6. Resolve Issues (If Any): If any data problems are detected, the system will notify you. You’ll need to correct these issues in your source data and re-upload.
7. Confirm Import: If no issues are found, the system will display the number of records to be inserted or updated. Click “Ok” to proceed.
8. Import Success: A success message will appear upon successful import. Click anywhere to dismiss the message.

Key Point: The system is designed to prevent partial imports, ensuring data integrity. If any errors are encountered, the entire import process will be halted until the issues are resolved.