Required. 

This column denotes the Status to which the Case transitions. The target Status must be a valid target Status (i.e., correctly placed in the Case Workflow), and the Target Status Name should be entered and not the Transition Name. For example, the Transition Name might be "Acknowledge" but the Target Status name is "Acknowledged Case" so "Acknowledged Case" should be the entry in the CSV file.

Required.

This column denotes the Status to which the System Element transitions. The target Status must be a valid target Status (i.e. correctly placed in the System Element Workflow), and the Target Status Name should be entered and not the Transition Name. For example, the Transition Name might be "In Service System Element" but the Target Status name is "In Service " so "In Service " should be the entry in the CSV file.

ID

Required

The Task ID can be determined by adding the “ID” column to the All Tasks grid view.

Name

Task Name. This is not used by the import process but is something that a Project Administrator can use to help prepare and validate the information.

System Element

The System Element ID is not used by the import process but is something that a Project Administrator can use to help prepare and validate the information.

Completed

The date and time a Task is completed, in the following format: mm/dd/yyyy hh:mm:ss AM/PM.

This will only be utilized, if the Task (based on the ID) is in an Open or In Progress status.

Completed By

The User who completed the Task.

The User name must match exactly to their Account in InfraLink and they must have the permission to complete the Task. This will only be utilized, if the Task (based on the ID) is in an Open or In Progress status.

File

File to attach/replace to the Task. This will be the file name (including extension) of the file in the prepared ZIP file. Files can only be uploaded to Tasks configured to have a work form.

Comments

Comment for the Task Update. If none specified, the comment from the “Update Comment” in the "Import Task Updates and Files" upload form will be utilized.

Open

Yes

Yes

Yes

Validate and Process

Open

Yes

Yes

No

Error - Must complete Task to upload Work Form

Open

Yes

No

Yes

Error - Task completion requires a Work Form

Open

Yes

No

No

Error - No completion data or Work Form present

Open

No

Yes

Yes

Error - Task not configured for a Work Form

Open

No

Yes

No

Error - Task not configured for a Work Form

Open

No

No

Yes

Error - Validate and Process

Open

No

No

No

Error - No completion data or Work Form present

In progress

Yes

Yes

Yes

Error - Cannot attach Work Form to in progress Tasks

In progress

Yes

Yes

No

Error - Cannot attach Work Form to in progress Tasks

In progress

Yes

No

Yes

Error - Task completion requires a Work Form

In progress

Yes

No

No

Error - No completion data or Work Form present

In progress

No

Yes

Yes

Error - Task not configured for a Work Form

In progress

No

Yes

No

Error - Task not configured for a Work Form

In progress

No

No

Yes

Validate and Process

In progress

No

No

No

Error - No completion data or Work Form present

Completed

Yes

Yes

N/A

(1) If form previously loaded, update form (2) Otherwise the Task was completed in InfraLink and the form filled out in InfraLink, therefore, Error - Work Form cannot be updated

Completed

Yes

No

N/A

Silently skipped

Completed

No

Yes

N/A

Error - Task not configured for a Work Form

Completed

No

No

N/A

Silently skipped