✔ Delete and replace Financial Advisor, Legal Advisory, Insurance Advisor and Technical Advisor data
Completed by Katrina L.
- Assigned to
-
Hiren P.
Jitesh D.
- Notes
-
Further to the video above, we have discovered an error in the data concerning the fields located under Advisors:
Currently, the data uploaded into the application is the data listed in the Project tab of the ILG Project and Document Master List:
However, we discovered a problem in the data that requires replacing the data with data in the newly created Financial Advisor, Legal Advisor, Insurance Advisor and Technical Advisor tabs:
These data separate each advisor entry into separate rows:
where the applicable project is identified with the Project UIN:
This will also require changing the advisory fields from multi-entry to add another:
But we will do this after the existing data is deleted, because multi-entry data may get corrupted by changing the field options.
Therefore, let's proceed with resolving this problem through the following steps:
- Delete all existing data from dev.islg from the following fields:
- Financial Advisor
- Legal Advisor
- Insurance Advisor
- Technical Advisor
- Delete all existing values from the following lists
- Financial Advisers
- Legal Advisers
- Insurance Advisers
- Technical Advisers
- Make necessary changes to advisor fields (change from multi-entry to add another).
- Re-upload new data from Financial Advisor, Legal Advisor, Insurance Advisor and Technical Advisor tabs:
to populated the following fields:- Financial Advisor
- Financial Advisor Client Type
- Legal Advisor
- Legal Advisor Client Type
- Insurance Advisor
- Insurance Advisor Client Type
- Technical Advisor
- Technical Advisor Client Type
and the following lists:- Financial Advisers
- Legal Advisers
- Insurance Advisers
- Technical Advisers
- Delete all existing data from dev.islg from the following fields:
We have completed step 1 and 2, please do step 3 so we can start step 4. Thanks
Thanks,
Jitesh
Morgan
We have finished step 4 as per provided update sheet. Please check it and provide your feedback.
Thanks,
Jitesh
Thanks,
Morgan
I'll review the data and provide my feedback shortly.
Thanks,
Katrina
I took a look at the data and I found one issue with the technical advisors. This was on our end as the technical advisors tab was missing data. I have updated the master list accordingly. The projects that are missing technical advisor data are highlighted in yellow in the technical advisors tab. This missing data will need to be uploaded.
Aside from that, the other advisor data looks good! For reference, I will also re-upload the master list to the ILG Document Collection Upload and HTML Coding thread once I finish the placeholder task.
Thanks,
Katrina
Just follow-up on
Thanks,
Morgan
We are prefer option 1 for add the technical Advisor entries and values highlighted int the updated master list above.
Thanks,
Jitesh
Thanks,
Morgan
We have also completed this To Do's, Please check it and make it done.
Also please consider attached spreadsheet for further changes and more data upload in future because we have prepared spreadsheet covered still date changes and as per batch process we have develop so it will be save our time if you follow attached spreadsheet.
Thanks,
Jitesh
Thank you for uploading the missing technical advisor data, it looks good.
There's just one last change that needs to be made for the advisor data. Could you please remove all existing entries for Insurance Advisor Client (column W of the spreadsheet you uploaded)? This data was erroneously included on my end.
Thanks,
Katrina
Ok, We will remove Insurance Advisor client ( Column W ). but can you please confirm it will removed permanently from spreadsheet as well as application so only two fields remains for insurance like insurance Advisor and insurance Advisor client type?
Thanks,
Jitesh
Yes, it should be permanently removed from the spreadsheet. Only the Insurance Advisor and Insurance Advisor Client Type should remain as this will make it consistent with the other advisor types that also only have two fields.
Thanks,
Katrina
We have removed Insurance Advisor client ( Column W ), Please check and make this To do's as completed.
Thanks,
Jitesh
Thank you, I have marked this task as completed.
Thanks,
Katrina