Procomms: Keoghs List update - Validator

RA Rapide Assistant - https://eu-app.rantandrave.com/desktop/

Blue Admin - https://prod-eu-admin.rantandrave.com/communications-admin/index.jsp

New Directory uploaded and lists updated

This is to update the directory and the Dynamic list which will be showing on the spreadsheet and also the account

1. We will only accept any update to the account from an administrator who is set up on there
2. Go to RA and type in Keoghs as the company and click search
   
   
3. Choose Keoghs - this will show the users set up on the account - make a note of the people who show on here for later in the process
4. To find the Administrator click on any of the users
5. Click Administator Details under the section Administration and this will show the Administrator (Stephen Hawker) - but check this is still the same as only the administrator can request that a new directory is put into the account
   
   
6. Go to the spreadsheet which the customer sent and check that in column A the users correspond with what is on the directory (which you made a note of earlier in these instructions) - if there are new ones on the spreadsheet then raise this to Keoghs and ask how to proceed
7. Working on the spreadsheet Delete column A (User Type)
8. Put a filter on the whole spreadhseet
9. Column E (mobile number click on the filter and deselect you need to remove anything in that column which is not obviously a mobile number ie anything with words or # etc) DO NOT REMOVE THEM WHILST FILTERING
   (If you remove then whilst filtering it can corrupt the whole spreadsheet so DO NOT DO THIS)
10. Make a note of the errors
11. Remove all filters
12. on the column in question do a 'control and find and look for the errors and then delete them from the cell that way
    
13. Column F (Home Phone) repeat step 8 - 12
14. Highlight column E (mobile) again and macro the numbers - either by - using the macro point 15 or if no macros then point 16 below
15. If you have Macros set up on your computer go to View in the top menu, Macros and then choose Validate UK Mobile Numbers and run and then yes and OK
16. Or Right click format cells, custom and in the box under Type: delete whatever is in there and enter eleven zeros 00000000000 (this is the amount of digits in a UK mobile Number) then click OK
    
17. Both of these methods will put a space in the middle of the number so as not to lose the initial zero when importing
18. Repeat either step 14 or 16 again on column G (Home Phone)
19. Save the file as a CSV (Comma Delimited)
20. Open up Blue Admin and log in
21. Go to Manage imports
22. Select Create Import file
23. On the dropdown arrow find Keoghs
24. In Subcompany it should say Keoghs
25. Template is Keoghs Dec 2017
26. Data Type is Contacts and Users
27. Click on Choose file and fine the CSV file you have saved
28. Delete rule is Sub Company contacts and Users
29. Click on continue
30. tick those people who are showing on the spreadsheet as users
31. continue
32. Click on the name of your file against the Validator file to download
33. This will then open a file in wordpad where you can check that you have mapped the details correctly
34. Check the details highlighted below against the spreadsheet ie company name, amount of contacts, mobile is in the correct field and holds the leading zeros, first name and surname are in correct fields and in the F fields you have various lists as shown on the customers spreadsheet - You may want to check a couple of records  
    NOTE - IF THE MOBILE NUMBER IS SHOWING WITHOUT THE LEADING ZERO IT IS WRONG AND IF THIS IS IGNORED AND LOADED AS SUCH WILL WIPE THE DIRECTORY OF THE EXISTING NUMBERS AND NONE OF THE INTENDED RECIPIENTS WILL RECEIVE THEIR TEXTS - the texts will go internationally possibly to Russia
35. It should create a contact record for all of the users in addition to what is set up for the User record - this is needed because it will hold the list which is updated each month (this is only ever updated on the contact record and not the user record so this is why a contact record is requried for each user)
36. Once confirmed correct click on continue on the Import file summary
37. You will then see the page below - click on import into test against the correct import file
38. To check that this has been imported correctly into test, after around 40 mins, go back to  Blue Admin
39. Manage Imports
40. Find Imports
41. find the import you have loaded and under the header Imported Status you will see underneath Imported into Test click on this
42. This will open a report which gives you all of the details of who has been updated, deleted and added 
43. Open up the spreadsheet which the customer sent you
44. Open up the RA application for one of the Users in Keoghs
45. Compare the deleted records showing on the Blue Admin spreadsheet you have open with the customers spreadsheet - none of those people it is saying are deleted on the Blue admin spreadsheet should show on the customers spreadsheet.  Check at least 3 from top middle and bottom of the list
46. Compare all of the additions from the Blue Admin spreadsheet to the customers spreadsheet - they should be on there and with RA and they should not be on there, hence the additions - check at least 3
47. check from the Blue admin spreadsheet the updated contat records and check this against the customers spreadsheet and the RA account when searching for that contact
48. Check on the Blue admin spreadsheet random names to see that the phone number relates to the name of that person as showing on the customer spreadsheet
49. Also check the total of items showing on the blue admin spreadsheet correspond with those from the customer
50. The import has passed the checks. 
51. In Blue Admin
52. Manage Imports
53. Find Imports
54. Find your import for Keoghs and click on Import into Live
55. This will then be scheduled to run after midnight
56. Next Day as early as possible you need to check that it has imported correctly into the Live database.
57. Log into RA as one of the administrators of theKeoghs
58. Go to Contacts, find a person, and check the two users are still in tact 
59. Go to contacts, find a person and type in A as the first name and click find
60. Click on the pencil against the top entry - check firstname, surname, mobile number, and List are all showing in the correct fields and that the mobile number has the leading zero showing.  Check a few different contacts to see this is consistent
61. Go to lists, Create/update list, Click find.  There should be a large number of lists showing which corresppnd with the lists on the customers spreadsheet - 3 random lists and check that they have the correct recipients in there, comparing it to the customers spreadsheet
62. Pick some random contacts from the spreadsheet (who are in differnt lists) and then go into contacts, find a person and type in their first and surname and check to see if they are showing as having the correct lists against their contact record.
63. You can now de-escalate the ticket to L1 and advise that you have imported the data into the customers account and that their list have been updated