Introduction
From Definitiv version 3.10 release, we have added an additional feature to our Export/Import tools to allow for Award Policies to be exported from one Organisation to another.
This allows customers with multiple Organisations to easily copy award policies from one organisation to another to ensure that award interpretation is consistent across multiple organisations.
Permissions
In order to use this feature, the Authorisation Role assigned to your User Account will require the ‘Import/Export Award Policies’ turned on. Please get in touch with your system administrator or log a support ticket to enable the permission if required.
Exporting an Award Policy Version
Ensure you are in the Organisation that you want to export the Award Policy from. Then go to Admin, Miscellaneous, Data Import/Export, and
Click the Award Policy Tab.
Under the Export Award Policy section, select the Award Policy Version from the drop-down.
Click the [Download] button.
Importing an Award Policy Version
Important Information before you import
The downloaded file is in a JSON format. Do not modify the content of this file before importing it into another Organisation.
When importing an Award Policy Version, either as a new Award Policy or as a new version of an existing Award Policy, the commencement date must be equal to or greater than today's date.
Any existing Published Award Policy Version with a Cease Date set to ongoing or a date in the future will be ceased one day prior to the date specified in the Commencement Date input.
Any existing Draft Award Policy with a Cease Date set to ongoing or a date in the future will be marked as Published and then ceased one day prior to the date specified in the Commencement Date input.
How to import an Award Policy Version
Ensure you are in the Organisation that you want to import the Award Policy into. Then go to Admin, Miscellaneous, Data Import/Export, and
Click the Award Policy Tab.
Under the Import Award Policy To section, select one of the following options from the drop-down.
Create a New Policy - Creates a new Award Policy and imports the Award Policy Version from the file.
Select an existing Award Policy - Imports the Award Policy Version into the existing Award Policy.
Set a Commencement Date for the version to start from.
Click the Upload Attachment button to find the exported JSON file on your system or drag it from your computer onto the attachment drop zone.
Open the Award Policy to ensure that the import has been completed successfully.