Trigger: Get a DM Update from Kellie
Overall process:
Download and save the xlsx file from Kellie
Rename the file to look like this: “08_15_19_DMdatachanges.xlsx”
Open XLSX spreadsheet: Summary Tag
Make list of emails for those who left to use in Mailman
Delete anyone who left
Revise any record with changes
Add new people
Delete process
Go to layout Person:All
Find the person to be deleted and export the field distlist_export
Manually delete records for those who left
Go into the appropriate email lists and delete
Revise Process
Based on what data needs to be revised, go into the appropriate table and make the revision
Adding process overview:
Add to person table
Export out with new Person ID
Import into Directory table
Import into Faculty out other tables as needed
Import into address table
export for addition to email distribution lists
Add to person table
NOTE: Need a way to fix the office addresses–
Make row K “MGT”
Put an X in row K for all that are being added
Drag XLS to FMP to convert to a DB- use “Demographic”
Do a find for MGT = x
show ommitted
Delete all found
Revise field names to be:
Name first -> name_First
Name last -> name_Last
UNIV ID -> UnivID
Degree -> name_Degree
Dept -> department
Add field “Person_ID”
Add field “activeDirectoryUsername” calc field = LeftWords (Email; 1)
Add field Type
Import record to the Person table of PharmSchool
Go to the DM converted DB and Link it to PharmSchool with match field as activeDirectoryUsername or UNIVID
Update records in the DM converted to add id_Person to the matching records
Go to the Directory:All layout and import the records from DM Converted
Use matching names, EXCEPT set activeDirectoryUsername to import to the field username
NEED to add instructions about filling “username”
In PharmSchool, go to layout Address: All do import from DM Converted
id_Person -> id_Person
Office -> Line 1
Need to add code to change building abbreviation
Go back and add a photo or a placeholder photo in the person table
Go into the Person table, and do export of distlist_export, and add to the appropriate lists
Find all MGT = x and set that fields to be empty
If any “type” is faculty, post doc or grad student there is more to do
For Grad and Faculty where Annual Review is “1”
Add records to the AR table and AR calc table
Add names to the “Bold” script.