Client Edit Execution Team Tool

The Client Edit Execution Teams tool can be used by administrators to quickly edit execution teams (markets, region, districts) under a parent program (client block). This tool allows you to bypass having to manually edit each market, and instead provides an excel template that can be filled out and then uploaded to edit multiple markets under a parent program at once.

In order to download the parent program Edit Execution Teams template you will need to follow the steps below.

How to Navigate to the template page

To start, you will want to click on the Global button on your navigation bar and then navigate to the desired Parent Program tile. Once in the parent program of choice, click on Tools and then Edit Execution Team on the navigation bar.

Download the template

You will be brought to a page where you can download the template. Simply click on Download Template and a pre-populated excel spreadsheet will start to download.

Fill out the template

Once the template has been downloaded, you can open it in excel and begin to add the desired events to the excel document.

Each line represents a different market, district or region that can be edited on the site. You can only use a Slot Name once, so the same name cannot be reused on multiple rows.

Once you have made all the edits to the necessary markets, regions, and districts, save the file. You will want to make sure it is saved as a .csv file in order to complete the next step.

Upload

To upload the template back into the system, navigate back to your internet browser and click continue. You will be brought to a page where you can choose the file you just updated and select it for upload.

Click Conduct Test for the system to check the file for errors. If there are any errors, such as duplicate names, misspelled names etc. the system will provide a warning.

Confirm upload

If there are no errors you click Complete Import and the markets, districts, and regions will be updated in the system.

You can repeat this process for client as needed.