Importing Delegated items into Gestiona

This option is available only for users with an Administrator profile.

You can configure the Delegation of Control Items via import. Instead of registering one by one, you can perform this operation once via import.

In this article, we will cover:

Import Instruction and Template
Import Delegated Items

Import Instruction and Template

Download the Import Template:

Below is the way to fill out the template correctly for import:

When filling in the data in the spreadsheet, remove the formatting to avoid errors during import.

NOTE:

The columns Name and Control Item contain information regarding the User Login and the Item ID.

Import Delegated Items

Click on the icon indicated below:

Then:

Select the type Delegated Items.
Find the file filled out as shown above.
Click on Send.

You can click the Update button to see the status of the file upload. When ready, the status will show the message: (100%) Import completed successfully.

Gestiona will indicate if the import did not occur correctly. If your file has any changes to already registered data, a message will appear showing how many records were updated.

At the end of the import, a notification email will be sent confirming the process completion.

REMINDER:

You will receive, along with the completion email, the restoration file containing the data prior to the import. If you want to check any information or revert any value, you can consult this file.