ISTEK UK LIMITED                                  Support FAQ Fax/Email

 

FAQ Number : S4                                      Latest Update: 22/9/03

 

Importing Responsible Persons Manually

 

 

 

 

Responsible Persons can be imported from your staff records system.

 

Exporting a STAFF List from SIMS to Excel

  1. Export the staff list from SIMS and save the file(s) as PFMSTAFF.CSV file in your chosen folder.
  2. Run and Excel, and open file.
  3. Choose the import option of Delimited and press Next through to end.
  4. Highlight the Names and Copy using either  CTRL C or Edit - Copy.

 

Importing a Student List from Excel

Go to Private Funds Manager – into Setup – Responsible Persons.

 

 

 

 

 

  1. Click at the top of the Name column, and Right Mouse Click - Paste.

 

  1. Repeat for Address Lines if required (although these are not essential)
  2. You can scroll up and down to check the entries.

 

  1. Once complete SAVE DETAILS INTO DATABASE. Tick the box that says Accept All