Master Import Spreadsheet
Master_Import_Template_Blank.xlsx
Description:
Importer for Personnel Records, Role Records, Medical Records & European Drivers License Record.
Requirements:
- Red Columns- required to create a Personnel record on ACMS
- Orange Columns- required to create a Role record on ACMS
- Yellow Columns- required to create a License record (Drivers) on ACMS
- Reference data on ACMS must be built e.g: Depots, Role Types
- Green Columns- Optional data
Data Required for Import of Personnel & Role :
- Payroll Number
- Surname
- Forename
- Depot
- T&C Annotation
- Date Entered Service
- DOB
- Role type
- Role Started Date
- Date Passed Competent Original
- Date Passed Competent first with TOC
- Date Passed Competent Current
Data Required for Import European Drivers License:
- Place of Birth
- Nationality
- Home Address
- Postcode
- Driving Category (A group)
- Driving Category (B group)
- Language
Optional Data for Import:
- Middlename
- Date Left Service
- Job Title
- Mobile No
- Home No
- Landline
- Mobile (Work)
- Office No
- Mobile (Other) No
- Date Left role
- Reason for Leaving
- OTDR number
- SCWid Number
- PTS
- Date Passed Medical
- Medical Status
- Restrictions
- Early Medical Date
- Hearing Medical Date
- Hearing Medical Status
- Sight Medical Date
- Sight Medical Status
Location Importer
Description:
Importer for all locations for a TOC, e.g: stations, engineering depots
Data Required:
- Location
- Location type
Route Importer
Description:
Importer for all Routes for a TOC e.g: Guildford to Woking.
Data Required:
- Route Number
- Line of Route
- Main Route
- Route Contents
Traction Importer
Description:
Importer for all Tractions for a TOC, e.g: 717
Data Required:
- Traction Name
- Traction Description
Role Route Importer
Description:
Importer to add the Routes onto candidates that sign them., e.g: Drivers
Data Required:
- Payroll
- Role Type
- Route
- Signed By
- Date Signed
- SIGNED/REFRESH
Role Traction Importer
Description:
Importer to add the Tractions onto candidates that sign them, e.g: Drivers
Data Required:
- Payroll
- Role Type
- Traction
- Signed By
- Date Signed
- SIGNED/REFRESH
Role Location Importer
Description:
Importer to add the Locations onto candidates that sign them, e.g: Dispatchers
Data Required:
- Payroll
- Role Type
- Location
- Signed By
- Date Signed
- SIGNED/REFRESH
Role Resource Importer
Description:
Importer to add the resources onto the candidates who complete them.
Importer is performed on ACMS through the Role Resource Importer Menu item.
Data Required:
- Payroll
- Role Type
- Resource Type
- Resource Sub Type
- Resource
- Signed By
- Date Last Executed
- Status (SIGNED/REFRESH)
Criteria Set Importer
Description:
Importer for all Criteria sets and their units and items.
Data Required:
- Code
- Unit Name
- Question Number
- Criteria
- Risk Level
- Is Supplemental (TRUE/FALSE)
One Sheet for each grade/Criteria Set
Driver License Importer
Description:
Importer for importing Driver's Licences
Data Required:
- Candidate Payroll
- License Number
- First Issue Date
- Issue Date
- Status (VALID/PENDING)
- First Application Date
- Application Date
- Received Date
Data Required:
- Incident ID
- Date
- Incident Type (Must match an incident type on ACMS)
- Status
- Payroll
Optional Data for Import:
- Time (HH:mm:ss)
- Location
- Control Log Number
- Control Log
- Firstname
- Surname
- Role at Time (Must be a valid role type and must exist for personnel)
- Exonerated (YES/NO/DECISION_PENDING)
Action Taken (UNKNOWN/DCP/DISCIPLINE/BOTH/NONE/OTHER)
- Removed from Safety Critical Work (Remove) (Y/N)
- Notes (Added to Incident History)
Candidate Data Importer
Description:
Importer for files that are to go in candidate data on each candidate.
Data Required:
- Payroll
- File Description
- File Type
- File Name
- File Mime Type
Facepic Importer
Description:
Importer for the Facepics of each candidate
Data Required:
- Payroll
- File Type
- File Name
- File Mime Type
Data Required:
- Candidate Payroll
- Leader Payroll
- Team Type (Must be the same as an existing Team Type Record
Optional Data for Import:
- Candidate Surname
- Candidate Firstname
- Leader Surname
- Leader Firstname
- Team Name (If empty will use the leaders Firstname + Surname)
- Team Description (If empty will use the leaders Firstname + Surname)
Schedule Importer
Schedule importer CMS & Non CMS.xlsx
Description:
Importer for Candidates Schedules
Data Required:
- Candidate Payroll
- Schedule Template Name (Must match a Schedule Template on ACMS)
- Schedule Start Date
- Schedule End Date
Assessment Importer
Description:
Importer for importing Assessments and their Assessed Items
Data Required:
- Schedule (Must match a Schedule Template on ACMS)
- Period (Must match a period on the Schedule Template on ACMS)
- Candidate Payroll
- Assessment ID (Unique ID to group rows of assessed items to one Assessment)
- Assessment Start (dd/MM/yyyy HH:mm)
- Assessment Finished (dd/MM/yyyy HH:mm)
- Competent (Y/N)
- Criteria Code (Must match Criteria on ACMS)
- Item Level e.g: Red, Amber, Green
Optional Data for Import:
- Candidate Firstname
- Candidate Surname
- Assessor Payroll (Empty cell for Unknown)
- Assessor Comments
- Assessor Notes
- Candidate Comments
- Item Comment (Required based on Level, e.g: Red requires a comments)
- Item Time (dd/MM/yyyy HH:mm)
Data Required:
- Candidate Payroll
- Medical Type Name (Must match a medical type on ACMS)
- Medical Type Option Name (Must match a medical type option on ACMS)
- Medical Date
Optional Data for Import:
- Candidate Surname
- Candidate Firstname
- Next Medical Date (Used, if missing auto-generated by the system medical rules)
Tracked Assessment Importer
ACMS_Assessment_Tracked_Import.xlsx
Description:
Importer for adding Tracked Assessments
Data Required:
- Schedule
- Period
- Candidate Payroll
- Assessor Payroll (Leave Blank if Unknown) (Default Assessor has to be selected when running importer so all blank Assessor payrolls will use default Assessor)
- Assessment Date
Optional Data for Import:
- Candidate Competent
- Comments