The first column must be the ActionID or the ReferenceID of the Action to be updated. AssetID is not permitted on the import file.
Any other column from tblAction may be included as long as the CSV column name matches it.
To Complete an Action:
•For all types of Actions being Completed:
•Completed
Mandatory with a value of 1
(True)
•CmpDate
Optional to provide an actual
Completion Date rather than the day of the Bulk Update
•ActionEstQuantity
Optional to provide the
Estimated Quantity of the Action being completed
•Department
Only needed if the System
Option ‘Actions must be assigned to an Organisational Unit’ is ticked.
Otherwise, any Actions in the CSV without an Organisational Unit, will be
rejected
•For Completion of Asset Disposal Actions:
•NewMeasurement
Mandatory with the New
measurement of Asset
•ActualCost
Optional but good practice to
set the Disposal value (sale price), even if it is 0
Things to be aware of:
Actions can be Un-completed or Completed and can be Financial (Purchase, New Works or Disposal) Actions.
Changes to existing Resource data cannot be done with a Bulk Update.
When Action Resource data is included in the Update file, new Resource lines will be created on the Action being updated.
Because Conquest does not support the Updating of existing resource information on an Action, the Estimated Quantity on the Action itself (Details Tab) can be updated by including the pseudo-column heading ActionEstQuantity in the update file, not EstQuantity as used, when Importing Resource data.
Actions cannot be “Bulk Copied”.