Phase 3: Data import
Create due dates for Thomson Reuters content
You previously mapped the event templates used in Classic to the obligation IDs maintained in the Global Content Library. For those matches, the import process resembles Calendar Classic. Simply provide the Year, Entity, and Obligation, and we'll create the due dates.
Prepare your import file
- Select the .
- The import template has detailed instructions on the 1st tab.
- Enter the year/Entity/Obligation ID combinations that you identified in the previous step.
- Add any Assigned Users/overall Responsibility Users.
- Add any Custom Field Information that can be added at the time of creation.
Import the file
- Select the . The import creates all due dates for specified years, entities, and obligations.
- Validate the import results.
Create custom due dates
For instances where you found no matching Obligation ID, simply create those due dates using an import process. You can create the record by providing the needed information since it's no longer a 5-step process.
Prepare your import file
- Select the . The import template has detailed instructions on the 1st tab.
- Enter the following information for each Custom Due Date:
- Entity
- Year
- Obligation Name
- Obligation Description
- Due Date
- Jurisdiction
- Domain (need to be pre-associated)
- Add assigned users and overall responsibility users.
- Add custom field information that can be added at the time of creation.
important
Include optional fields like
frequency
and deliverable type
when initially creating custom due dates, as these can't be added later. Related Content
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Import template
Format:
Article,
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