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.
Field Name | Value |
---|---|
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 (vessels, barges, tanks etc), populate the following named fields as described:
Field Name | Value |
---|---|
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):
Field Name | Value | Notes |
---|---|---|
FOF_Barge_(suffixed with an index starting at 1) | Display Name | Field names increment to represent number of cargoes. Begin counting from 1. Example field names: FOF_Barge_1 FOF_Barge_2 |
FOF_Barge_(infixed with an index starting at 1)_Orig | Display Name | Field names increment to represent number of cargoes. Begin counting from 1. Example field names: FOF_Barge_1_Orig FOF_Barge_2_Orig |
Otherwise, if the inspection subject is a shore tank populate the following named fields with the display name:
Field Name | Value |
---|---|
FOF_Object_Name | Display Name |
FOF_Object_Name_Orig | Display Name |
Populate the destination (or load) port from the set of ports. If there are destination or load ports, set the following named cell:
Field Name | Value |
---|---|
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:
Field Name | Value | Notes |
---|---|---|
FOF_Product_(suffixed with an index starting at 1) | Cargo name | Field names increment to represent index number of cargo. Begin counting from 1. Example field names: FOF_Product_1 FOF_Product_2 |
FOF_Product_(infixed with an index starting at 1)_Orig | Cargo name | Field names increment to represent index number of cargo. Begin counting from 1. Example field names: FOF_Product_1_Orig FOF_Product_2_Orig |
FOF_VCF_Table_(suffixed with an index starting at 1) | Contains the VCF table name | Example field name: FOF_VCF_TABLE_1 |
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:
Field Name | Value | Notes |
---|---|---|
FOF_Client_Company_(suffixed with an index starting at 1) | Legal entity name | Example field name: FOF_Client_Company_1 |
FOF_Client_Contact_(suffixed with an index starting at 1) | Primary contact display name | Example field name: FOF_Client_Contact_1 |
FOF_Client_Ref_(suffixed with an index starting at 1) | Client reference number | Example field name: FOF_Client_Ref_1 |
Populate the hidden list of offices. For each office, populate the following named cells:
Field Name | Value | Notes |
---|---|---|
FOF_OfficeName_(suffixed with an index starting at 1) | Office name | Example field names: FOF_OfficeName_1 FOF_OfficeName_2 |
FOF_OfficeAddress_(suffixed with an index starting at 1) | Office contact | Example field names: FOF_OfficeAddress_1 FOF_OfficeAddress_2 |
For the remaining offices fields, set the named cells to null
To ensure pre-populated data is carried through the workbook, ensure "ForceFullCalculation" is set to true for the workbook in the VisualBasic editor window.
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:
- application/vnd.ms-excel.sheet.macroEnabled.12
- application/vnd.openxmlformats-officedocument.spreadsheetml.sheet
- Field Workbook Templates can only be uploaded with the following file suffixes:
- .xlsm
- .xlsx
- Maximum file size allowed for upload is 30MB
- To ensure that the Field Workbook Template is parseable, the minimum requirements are:
- A sheet is present in uploaded completed Workbooks named “Data” (the Data Sheet). This recommended to be a hidden sheet.
- The first row (Row 1) of the data sheet contains the following:
- Column A contains the text “Fill out First”
- Column B contains the text "Job"
- 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.