Workbook Integration Guide

Workbook Integration Guide

The integration is bi-directional – there is a pre-population of data when downloading a workbook from the software to provide to the inspector. Then there is a set of required fields needed by the system in order to re-upload the completed file back into the software.

 

Pre-population

Workbooks are pre-populated when downloading a workbook ready to provide to an inspector.

 

Named cells in the Workbook Template are populated as follows:

 

Fill in each of the following cells with data from the Job Order.

FOF_File_No                       Reference number 

FOF_Office                       Office name

FOF_Type_Of_Operation            Job order type name

FOF_Voyage_No                    Voyage number

FOF_Port                         Port

FOF_Terminal_1                   Terminal

FOF_Coordinator_Name             Coordinator display name

FOF_Date                         Date Format: m-d-Y

 

If there are inspection subjects, populate the following named fields as described:

FOF_Object_Type                  Inspection subject type code 

FOF_Object_Name                  Display name of the inspection subject 

FOF_Object_Name_Orig             Display name of the inspection subject

 

If the inspection subjects contain a barge or vessel loop through them all, populating the below named cells with the display name(s):

FOF_Barge_(suffixed with an index starting at 0)

FOF_Barge_(infixed with an index starting at 0)_Orig

 

Otherwise, if the inspection subject is a shore tank populate the following named fields with the display name:

FOF_Object_Name

FOF_Object_Name_Orig

 

Populate the destination (or load) port from the set of ports. If there are destination or load ports, set the following named cell:

FOF_Destination_Port             Display name

 

Populate the products table. For each cargo, set a named field suffixed with the index of the cargo started from 0 with the cargo name:

FOF_Product_(suffixed with an index starting at 0)          Cargo name

FOF_Product_(infixed with an index starting at 0)_Orig       Cargo name

FOF_VCF_Table_(suffixed with an index starting at 0)         Contains the VCF table name

 

Populate the customers table. The contact for each customer is the primary contact - if one exists - or the first contact listed. For every client, list the contact in the following named cells:

FOF_Client_Company_(suffixed with an index starting at 0)        Legal entity name

FOF_Client_Contact_(suffixed with an index starting at 0)        Primary contact display name

FOF_Client_Ref_(suffixed with an index starting at 0)        Client reference number

 

Populate the hidden list of offices. For each office, populate the following named cells:

FOF_OfficeName_(suffixed with an index starting at 1)              Office name

FOF_OfficeAddress_(suffixed with an index starting at 1)           Office contact

For the remaining offices fields, set the named cells to null

 

Uploading

In order to be able to upload a completed workbook back into the software, the following set of minimum requirements must be met:

 

  • Field Workbook Templates can only be uploaded with the following mime-types:
    1. application/vnd.ms-excel.sheet.macroEnabled.12
    2. application/vnd.openxmlformats-officedocument.spreadsheetml.sheet
  • Field Workbook Templates can only be uploaded with the following file suffixes:
    1. .xlsm
    2. .xlsx
  • Maximum file size allowed for upload is 30MB
  • To ensure that the Field Workbook Template is parseable, the minimum requirements are:
    1. A sheet is present in uploaded completed Workbooks named “Data” (the Data Sheet). This recommended to be a hidden sheet.
    2. The first row (Row 1) of the data sheet contains the following:
      • Column A contains the text “Fill out First”
      • Column C contains the text “FileNo”
      • Column G contains a valid (existent) Job Order Number 

 

Additional integration is possible to allow the system to parse quantity data. These details can be provided upon request.


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