easy-Speak for TM Web Masters

7. Member Records Management

7.3. Upload Speeches Spreadsheet

When uploading batches of speeches it is recommended that you use the Upload Speeches Spreadsheet.

Note: An updated 2014 version of this file is included in the Shared Resources.

Import Process

Let's take a look as Minnie uploads previous speeches in batches, using the Import Tools in Control Panel.

First Minnie completes the details of the three speeches in the data worksheet of the Upload Speeches spreadsheet, using the correct manual and project numbers.

minnies speech spreadsheet

Second, Minnie opens the Control Panel and proceeds to the Import Tools and selects the Speeches. She follows the instructions on that page to select the spreadsheet from her folders and submits.

minnies imported speeches

Third, Minnie confirms the import by clicking Yes. She can then see the results by opening up the Communications Chart.

minnies new communication chart record

You will notice that the three new speeches from different advanced manuals have been added to her record on separate lines, and show completion ticks.