OPUSKnowledge Base

How-to : Bulk import jobs

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1. Quick Overview

Purpose: The OPUS bulk jobs Importer enables administrators to efficiently import multiple jobs into OPUS, streamlining the setup process and ensuring data accuracy.

2. Step-by-Step Instructions

  1. Download the Excel import template by clicking on the links below
    1. Jobs Importer: OPUSBulkJobImporterTemplate.xlsx.
    2. Jobs Importer with sites (This option imports jobs and sites, creating the site associated with the job if the site does not exist: OPUSBulkJobWithSiteImporterTemplate.xlsx.
  2. Fill in the required information in the Excel spreadsheet, including Job Reference, Site Reference, Checklist Name, Item, Operator, Project, Start Dates etc.. Ensure all compulsory fields are completed.
    1. Columns with a Red Banner are considered Mandatory and must be captured
    2. Check the validation indicators in column A to ensure data accuracy.
      1. Green indicates correct entries, while
      2. Red indicates incomplete or invalid entries.

  1. Once the spreadsheet is filled out, log in to OPUS as an administrator and navigate to the "Jobs - Checklists" section on the left menu panel

  2. Click on Actions button then click on one of the 2 import options:

    • Jobs Importer:
    • Jobs Importer with Sites (This option imports jobs and sites, creating the site associated with the job if the site does not exist
  1. Click on the “Add File” button to select the bulk import file, then click on the “Import” button to import the jobs into OPUS

3. Tips and Tricks

Best Practices: Double-check the data in the spreadsheet before importing to ensure accuracy.

Additional Resources

  1. refer to the OPUS documentation or contact the support team.