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  1. Select an Import Type from the drop down list.
  2. Select a File Type from the drop down list.
  3. Comma Separated Values file type will have three fields under the 'Import Fields' section: PTW Field, Element#, and Description.

    image
    imageIF CSV.jpg
    titleFig.152 Import Fields - Comma Separated Values


  4. Fixed Length file type will have four fields under the 'Import Fields' section: PTW Field, Element#, Field Size, and Description.

    image
    imageIF Fixed.jpg
    titleFig.153 Import Fields - Fixed Length


  5. Select 'Add Detail' and a popup window will appear.

    image
    imageIF Add.jpg
    titleFig.154 Import Fields - Add Detail


  6. Comma Separated Values file type requires two entries: Element# and PTW Field.
    image
    imageIF Field.jpg
    titleFig.155 Import Fields - Comma Separated Values


  7. Fixed Length file type requires three entries: Element#, PTW Field, and Field Size.

    image
    imageIF FL.jpg
    titleFig.156 Import Fields - Fixed Length


    Info
    titleInfo
    • The 'Element#' field will be automatically populated.
    • Every time a new field is added, the 'Element#' will increment by 5.
    • This 'Element#' defines the order of the data within a file.

  8. Select an import field from the drop down list.
  9. For fixed length file types, enter a value in the field size which represents how many characters that field will have within the file.

    Tip
    titleTip
    • Set the 'Element#' where that import field will begin in the file. For example, if the first import field is Facility ID with a a field size of 3 then the 'Element#' will begin at 1. If the second import field is Assignment ID with a field size of 15, then the 'Element#' will begin at 4. If the third import field is Activity ID with a field size of 6, then the 'Element#' will be at 19. If the fourth import field is Employee ID with a field size of 5, then the 'Element#' will begin at 25.

  10. Click to save the import field. The screen will refresh displaying the saved import field in the 'Import Fields' section and another popup will appear with an 'Element#' of 10.
  11. Repeat the previous steps until all fields are assigned an 'Element#'.

    Info
    titleInfo
    • Fields that have a leading asterisk from the drop down list represents a mandatory field.

  12. Once all fields have been selected, click on the popup window to close it.

    image
    imageIF CSV Details.jpg
    titleFig.157 Import Fields - Comma Separated Values


    image
    imageIF FL Details.jpg
    titleFig.158 Import Fields - Fixed Length


  13. Click to save the selected import fields and their order.

    Warningnote
    titleNote
    • A restart of ProTrack Warehouse is necessary whenever changes are made to the import fields.

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