DATA Export & IMPOrt Asbestos & Condition Appraisal Export & Import ESTATE Manager Module

Opening The Software You will either login directly from you desktop or via the Citrix interface. Once logged in click on the ESTATE Manager icon.

The Login Screen After a short period the program will start and you may be presented with the login screen. If so:- First type your Username Then type your Password. Finally click the login button.

Choose Property Database Please Choose Appropriate Option Below Appraisal - choose Property Database Appraisal Import - click here Asbestos - click here Asbestos Import - click here

Find the Appraisal Tab appraisal Find the Appropriate Site …

Find the Appraisal Tab appraisal … and Block

Find the Appraisal Tab appraisal Appraisal Tab

appraisal Choose the appropriate Option You must first choose the facets you wish to export You can then export:- Site Data Block Data Blank Sheet To import – click here

Choose the appropriate Option appraisal A Quick Double Check – say Yes

appraisal Save the Output File Choose your preferred location and filename.

Completion Message appraisal

appraisal Record Locking Records are locked pending re-import. They are shown with a RED asterisk

The spreadsheet must be filled-in using the pre-set drop-down options. The Finished Export Spreadsheet appraisal Records are locked pending re-import. They are shown with a RED asterisk The spreadsheet must be filled-in using the pre-set drop-down options. Entering data in the first data row will create a second record ready for data entry. DO NOT COPY AND PASTE DATA FROM OTHER SOURCES – IT WILL NOT IMPORT

appraisal Appraisal Import Click on the import button. If you are unsure how to get to this point - click here

appraisal Appraisal Import Click browse button and choose import spreadsheet. Now click Import Appraisal Data to import spreadsheet and unlock ‘starred’ records

appraisal Appraisal Import After import click OK to complete import and unlock ‘starred’ records.

Asbestos Asbestos - choose Property Database Asbestos Import - click here Appraisal - click here Appraisal Import - click here

Find the Asbestos Tab asbestos Find the Appropriate Site …

Find the Asbestos Tab asbestos … and Block

asbestos Asbestos Tab

asbestos Choose the appropriate Option You must first choose the facets you wish to export You can then export:- Site Data Block Data Blank Sheet

Choose the appropriate Option asbestos A Quick Double Check – say Yes

asbestos Save the Output File Choose your preferred location and filename.

Completion Message asbestos

asbestos Record Locking Records are locked pending re-import. They are shown with a RED asterisk

The spreadsheet must be filled-in using the pre-set drop-down options. Records are locked pending re-import. They are shown with a RED asterisk The Finished Export Spreadsheet (part shown) asbestos The spreadsheet must be filled-in using the pre-set drop-down options. Entering data in the first data row will create a second record ready for data entry. DO NOT COPY AND PASTE DATA FROM OTHER SOURCES – IT WILL NOT IMPORT

asbestos Asbestos Import Click on the import button. If you are unsure how to get to this point - click here

asbestos Asbestos Import Click browse button and choose import spreadsheet. Now click Import Asbestos Data to import spreadsheet and unlock ‘starred’ records

asbestos Asbestos Import You will be presented with a confirmation message After import click OK to complete import and unlock ‘starred’ records.