Requirements

Determine Load Type: Single Family or Two Related Families

The APM Family Data Loader supports loading records into a single family, or you can load records into one family and records into another family and link the two records together. The type of data that you want to load will determine the sample template with which you will start.

Determine What Families and Relationships to Populate

You can determine which families are available and how families are related in Family Management. To access Family Management:

1. Log in to GE Digital APM.
2. On the left navigation menu, select Admin, and the select Family Management.

Security Settings

The Security User performing the data load operation must be associated with either the MI Data Loader User or MI Data Loader Admin Security Role. Depending on the type of data that the Security User wants to load, the user may need to be associated with additional Security Roles to grant privileges to create the necessary records. To determine if additional Security Role association is needed to create a particular type of record, consult the About Roles topic in the GE Digital APM Administrative User Help documentation.

Mapping

The Work History Data Loader maps the datasheet columns in the Excel workbook to fields in GE Digital APM families by position. The captions may be changed as needed, but the column positions should not be moved.

Security Settings

The Security User performing the data load operation must be associated with either the MI Data Loader User or MI Data Loader Admin Security Role.