The following table provides a quick reference to the Special Information Wizard Ribbon and its functions.
Excel 2007 or Later
Icon
Description/Functionality
Login/Logout
This will either log you into or out of EBS depending on your status (terminate or reinstate your Oracle database connection).
The icon will change depending on your current status. If you are currently logged in, then the icon will show as ‘Logout’. If you are not logged in the icon will show as ‘Login’.
About
Displays product and package version information along with licencing and usage data.
You need to click on this button to load a new Licence Key, Modify/add a user of the Wizard or ‘View Usage’.
This button toggles the display of the ‘Login Info’ information in the ribbon.
New Worksheet
A new worksheet will be created based on the master ‘Template123’ worksheet.
Edit Special Information
A form to select an employee and to enter special information records will display. You do not have to use this form, if you prefer, you can ‘copy and paste’ or key directly into the cells of the worksheet.
If you do use this form you can make use of the ‘Lists of Values’ and other field level validation as you are entering data.
Double-clicking in a cell below row 10 will also open the Special Information Form.
Select Effective Date
This option enables you to set the ‘Effective Date’ that will be used when selecting the records to be downloaded.
By default, it will be set to ‘Today’; to select a specific date click on the calendar icon.
Validate Option
Choose whether to ‘Validate and Upload’ or ‘Validate only’ when uploading lines into Oracle Human Resources.
This selection is used in conjunction with the ‘Upload Selected Rows’ icon and the ‘Upload All Rows’ button (below).
Effective Date
This option displays the ‘Effective Date’ that will be used for the ‘Lists of Values’ in the Employee Form. This effective date is also used when selecting records to be downloaded and in 'Update' modes.
By default it will be set to ‘Today’, to change it you can use the ‘Select Effective Date’ button or selecting a date (if it exists) from the dropdown list.
Upload
Upload Selected- The selected rows (as indicated by the cursor) will be validated/loaded into Oracle Human Resources.
Upload All- All rows in the worksheet (that have not already been processed) will be validated/loaded into Oracle Human Resources.
Download via form
A form will open that will enable you to download employees and special information into the worksheet.
Download via sheet
Download data based on data in the spreadsheet. This download relies on the values specified in the column.
Logging
Click the ‘Logging’ button before upload and a new worksheet will record all actions taken by the Wizard. This new worksheet will be labelled ‘M4A – Query Log’ and will hold all upload information.
This is helpful for support to ensure that More4apps has all the information required to resolve your issue.
Help
Click this icon for help on the functionality of this Wizard.
The three options are:
User Instructions– Link to the More4apps online User Guide to find detailed explanation on the Wizard.
Release Notes– Link to the list of all version releases for the Wizard.
Product Support– Link to the More4apps support page where issues/requests can be logged by completing the form details.
