Navigation:  Simplicity Training > December Action Date

·This script allows the user to perform a bulk update of the clients' December Action dates in Simplicity.

·This script consists of three steps where they are recalculated, uploaded and monitored.

·The process of recalculating and Uploading of affected records can take some time depending on the number of records and the speed of the internet connection, so please be patient after running the script on mode 2.

·December action dates can be changed using the custom queries window or the client batches feature

·This training module covers the custom quire method.+

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The following parameters are used when making of the December Action Date script:

oFile Path: This field allows the user to insert the file path, when using mode 2 and 3 this will be from where the updated csv file can be accessed (Saved in Mode 1)

oMode: This field will determine the nature of the task that the script will preform.

 

oMode 1: This is the first step and will create a csv file which the user can edit in order to insert the desired December action date.

oThe user must first insert the mode value 1 and the click on the execute button.

§A file path can be inserted if a csv file already exists.

oThe file will then be created and the user can edit the "New DecAction Day" column.          

oThe file must then be saved to a location in order to be accessed in mode 2.

 

oMode 2: This is the second step and will allow the script to access the updated csv file (Saved in mode 1) so that the inserted December action day ("New DecAction Day") can be updated in Simplicity.

oThe user must first insert the mode value 2.

oInsert the file path location of the file saved in mode 1.

oThen click on the execute button.

oThis will then do the following:

§Update the "December Action Day" of all the clients for which a "New Dec Action Day" was inserted.

§It will then recalculate the payment plans for all clients affected.

§All updated plans will then be uploaded if the clients approved status is .

 

oMode 3: This is the third step and will create a new csv file (by using the file saved in mode 1) which will display the progress of the updated action day clients (updated in mode 2).

oThe user must first insert the mode value 3.

oInsert the file path location of the file saved in mode 1.

oThen click on the execute button.

oThis will then display the calculation and upload progress of all the affected clients on the "Error Msg" column.

§No Action - No changes were made to the client.

§Calculate Done - December Action Day is updated and the plan has been calculated and the plan has not been uploaded.

§Calculate and Upload Done - December Action Day is updated and the plan has been calculated as well as successfully uploaded.

 

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