Summary

The Import Assistance Account tool is used to add accounts to or remove accounts from an assistance program. Accounts are associated with an assistance program via a UB category. If that category is present on the account, Springbrook recognizes that account as being enrolled in the assistance program. If that category is not present on the account, Springbrook recognizes that account as not being enrolled. This import tool will add or remove that category from existing UB accounts.

Step by Step

1     Open the Import Assistance Accounts window (UB> Utilities> Import Assistance Accounts).

2     Import the Assistance Accounts file.

• The Configuration drop-down menu is used to select the import configuration you would like to use.
  • An assistance account-specific import configuration can be created before importing the accounts. Import configurations are created and maintained on the Import Configuration Maintenance window (SS> Maintenance> Import Configuration).
  • The standard Springbrook configuration will be selected by default.
  • Click the Display Report Layout icon   to view the expected format of the import file.
• The File Name field is used to select the path of the Assistance Accounts file you would like to import into Springbrook. Enter a path or click the File Name field label to locate the file by browsing through the file structure on your network.
• The Category field is used to specify the UB category that will signify the account is enrolled in the assistance program. Click the field label to select a category from a list.
  • Categories are created and maintained on the Category Maintenance window (UB> Maintenance> Category).
  • If the specified category is already associated with an account included in the import file, and that account is being added to the assistance program via the import, a warning message will be displayed and that account will be skipped.
  • If the specified category is not already associated with an account included in the import file, and that account is being removed from the assistance program via the import, a warning message will be displayed and that account will be skipped.
  • If the specified category does not already exist in the system a warming message will be displayed and the import will be terminated.
• Press ENTER or click the Confirm icon   to import the file. You can view the progress of the import on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).