Overview of SAMT Batch Upload Instructions for Navigating in the Training Module This training module is best viewed in Slide Show mode. Click on the PowerPoint slide show icon at the bottom of the screen. To proceed to the next step, click the mouse, or use the “PgDn” or Down Arrow key on your keyboard. To return to the previous step, right click and select “Previous” from the menu, or use the “PgUp” or Up Arrow key on your keyboard. To end the presentation, right click and select “End Show” from the menu, or use the “Esc” key on your keyboard.

Batch upload: Navigation… Upon login to SAMT, navigate to the administration tab and then select ‘Batch Upload Contract Associations’ from the Bulk Transactions section. A new screen will open which will allow you to begin the process of batch upload. Click on the ‘Download Template’ Button. When selected, the button will turn blue and you will see a popup at the bottom of the screen….. Click Open and wait for an excel file to open on your PC.

Batch Upload: Template When the excel file opens you will see it looks like this…. Please leave the headers as is and replace the content with the relevant user IDs and contract numbers as per the below…. When you are finished please go to save as in the excel menu….

Batch Upload: Template Cont. After you click ‘Save’ you will see two pop ups regarding the CSV file type, please click ‘OK’ on the first and then ‘Yes’ on the second. (FYI: These are warning you that saving as a .CSV will remove all except one tab and any additional formatting that has been entered.) When the ‘Save As’ window opens, navigate to the folder where you wish to save your template and click Save. Please leave the File Name and file type as is so that the process completes successfully….

Batch Upload: Template Cont. You will be returned to the last screen where you’ll see the location is now shown in the box within Step 2… Once saved you will need to begin the upload, to do this go to Step 2 and select ‘Browse’. Use the new window to navigate to the folder you have saved the file into, Click ‘Open’

Batch Upload: Reports For Step 3 you have two choices…. The first selection will enable you to upload the file for review so you will receive a report that will tell you what would happen IF you were to complete the upload but will not ACTUALLY make any changes to the user detail. (View ONLY) The second selection will enable you to upload the file to be processed …. Here you will receive a report that will tell you what HAS happened and all successful requests will be final.

Batch Upload: Reports As an example I have selected the first choice and then clicked ‘Submit’ when this is done you will see that the button turns blue and the screen changes to a completion message. This message gives you the Report ID so you can track it if necessary…When you have made a note of this ID click ‘OK’

Batch Upload: Report tracking When the report completes you should receive an email confirming success- this should look like this… When you get to the main Admin page navigate down to the link called ‘View General reports’ within the ‘Generate Reports’ Section… You will be returned to the batch Upload Contract Association Page… From here go to the bottom of the page and click on the link named ‘Back to Administration Screen’… This will open a new page that shows you any reports that you have generated and their status….. The ID of the report you just uploaded should show here as pending.…

Batch Upload: Report Review When the Report has been generated you will also see the status in ‘View Generated Reports’ changes to COMPLETED and a download link will appear on the right hand side. Clicking on this will allow you to open an excel file to view the outcome of your report. In this instance you can see the report has two new columns…. One showing the recommendation and another telling you why that recommendation is being made. In this example no changes will have been made as I selected to view only however if I had selected the second option I would have made changes for rows 10 and 11 only as the others are not compatible for change.