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In Asset Management, staff members are associated with certain rooms. Administrative users can export a current room-staff template that lists all room-staff assignments for that site. The user can then easily add/edit/remove staff room assignments. After edits are made, users can import the new spreadsheet to the site.

Export Room-Staff Assignment Template

1. Click on Rooms, located in the top navigation bar.
2. Click on Room-Staff Import under the "Management Quick Links" menu. The "Room-Staff Import" window opens.
3. Click on the download template hyperlink to download a template. The downloaded template will reflect the rooms and associated staff at the time of the download. Most browsers will save the file in your downloads folder.
   
   

4. Click on Close to close the "Room-Staff Import" window.
5. Edit the "Room-Staff Import" by adding the Staff ID in the correct column next to the room to which that staff is assigned. You can add a second staff member to that room by adding a new line to the template, duplicating the room information and including the new Staff ID, as shown below.
   
   

Import Room-Staff Assignment Template

Import a new "Room-Staff" assignment template, incorporating all edits made to staff assignments at the site.

1. Click on Rooms, located in the top navigation bar.
2. Click on Room-Staff Import under "Management Quick Links" menu. The "Room-Staff Import" window opens.
3. Click Browse to navigate to the respective template.
4. Click Open to add the file.
5. Click on Begin Import. The "Import Confirmation" window opens, indicating the quantity of new staff assignments.
6. Click on Stop Import to cancel the import.
7. Click on Finish Import to complete the import
8. Click on Close to close the "Room-Staff Import" window.

Template Rules

• All staff added or removed from the import template will be reflected in the Staff tab for the corresponding room.
• If no staff are currently assigned to rooms in Asset Management, the template will export one row for every unique room at the site.
• If staff are currently assigned to rooms, the template will include a row for every unique staff ID assigned to a room at the site.
• If multiple staff need to be assigned to a single room, duplicate the room number row.
• Staff can be assigned to multiple rooms at the site.
• If the same staff ID is entered for a duplicate room, only the first room-staff assignment will be made in Asset Management.
• Rooms do not require a staff assignment.
• Rooms do not need to be listed in descending order when imported.
• If the staff ID field is left blank in the template, no room-staff assignment will be made in Asset Management.
• If the staff ID field is deleted in the template, the room-staff assignment will be deleted in Asset Management.
• If a room number is added to the template that does not exist at the site in Asset Management, no room will be created, and the upload will fail.
• If a staff ID that does not exist at the site is added to the template, no staff will be created, and the upload will fail.
• If an error occurs with the template upload, the “Error” window will open and provide an opportunity to download the error log for review.