Import Organisations

Organisations identify specific businesses in Field View. Use the provided template to upload new organisations. Field View will let you review the information before importing the organisations and will prevent you from uploading an organisation that already exists.

Once imported, organisations are automatically added to your project and enterprise library. To add an organisation without using the template, select Create New on the Assign Organisations page.
  1. Select the menu icon in the upper left corner, then choose Project Setup.
  2. Select Project Organisations.
  3. Select Import Organisations.
  4. If you need to download the template, select Download Template.
  5. Once you add the organisations to the template, select Upload File.
  6. Navigate to and select the template.
    Field View displays the number of organisations loaded from the template.
  7. Fix any errors and add the organisation type and resolution period for each organisation.
  8. If you need to remove any organisations, select the checkbox for that organisation and select Remove.
  9. Once the necessary fields have been filled out, select Finish Import.
    Field View imports the template or indicates any missing required information or if the organisation name already exists.
  10. Add any missing required information.
  11. Review the information for any organisation that already exists and either change the organisation name or remove the duplicate organisation.
  12. Once the list has been confirmed, select Finish Import.
Field View adds the organisation to the project and the enterprise library and displays the project organisation list