There are 2 methods of uploading data to the Data Collection module:
via File Upload as a CSV file;
through Manual Data Entry.
Data Collection reporting methods are defined in Warehouse settings at the warehouse level and can be changed by Internal Users.
When the Data Collection reporting method has been assigned as Manual Entry, the Guest User assigned to upload this data can login and submit data through predefined fields.
To submit data via manual entry:
Navigate to Data Collection > Click the Submit Data button
Data Collection Wizard will display
If a Guest User is assigned to more than one Warehouse, other Warehouses are selectable from the dropdown.
A Guest User cannot perform any actions unless assigned to a Warehouse.
Month and Year fields are selectable dropdown options for the current and previous year (multiple months cannot be selected).
The measurement system is defined in Warehouse settings, but is visible to the user during submission.
If the Guest User is responsible for more than one Data Collection Template (e.g. transport and warehouse), these additional Data Collection Templates are selectable from the dropdown.
Each selected Data Collection Template can be downloaded by clicking the Download Template button or can be viewed by clicking on the Preview Template button. These templates are designed to assist in accurately filling out data for reporting.
Please note: Distance is measured in Miles and Nautical miles, while weight is measured in Imperial tons for the Imperial measurement system. In the Metric measurement system, distance is measured in Kilometers and Nautical miles, while weight is measured in Metric tonnes.
Fields will be validated to capture any empty field and each field will be validated against the Data Collection Template. Errors will be displayed if the validation does not pass.
The confirmation page appears when fields pass validation and are uploaded successfully.
Further read: