Uploading an updated XLS list of individuals into ChangePlan

• Individuals in the XLS not already in ChangePlan are added to the system provided that they have a unique email address that does not exist in the system

• Individuals already in ChangePlan not listed in the XLS remain in the system and are not deleted
• we need to offer the admin to delete any individuals not in the XLS
• this could be a step in the upload process - the user could be informed ‘there are 32 individuals records in ChangePlan that do not exist in the uploaded sheet’
• ignore
• show list
• delete (with a 2nd confirmation - “Warning - this action will remove the records of these individuals in the system and cannot be reversed.” (cancel / continue)

• If there is a Job title change for individuals in the XLS, there is a prompt for each individual in the system asking if you want to update the information for that specific individual.

• If an individual in the XLS has changes to their Org chart group details, a prompt will show for each individual asking if you want to update the current information for that specific individual.

Inheriting org chart details

• Individuals added to an Org chart group are not automatically added to the current initiatives, impacts and activities that the Org chart group has been added to.
• individuals need to be automatically added to the current initiatives, impacts and activities that their new Org chart group is added to.

• Org chart group data must match the existing org chart groups otherwise an error prompt will appear warning that a specific individual has an org group that does not exist in the system.

• Currently there's no way to know if a org chart group was renamed unless checked by the development team.

Following the upload

• A successful upload confirmation displays a list of successfully uploaded individuals

• The user is prompted if there are any existing individuals with the option to update current details one by one or as a batch

Uploads will fail if

• Email address is missing or invalid

• An org chart group that does not exist is specified