Optionee File
 Previous Top Next
The Optionee File (files with extension op.csv) contains information related to a individual optionee. The data identifies each Optionee ID, the attributes, and the attribute values of that Optionee ID. The User Defined List File is directly linked to the Optionee File. 

For each Attribute Name being populated for an Optionee, a separate row is required.  So if the client chooses to group expense reports on two values then each Optionee will have two rows in the Optionee table.

Insertions and Modifications
Upload file can contain both new records, and updates to existing records.
A row is uniquely identified by a combination of the Optionee ID, Attribute Name, and Attribute Value.

If there is more than one record in the Optionee file with the same Optionee ID, Attribute Name, and Attribute Value the system will assume that the last record is supposed to update the previous record(s).  The previous record(s) will be lost and no validation error will be reported.


Deletions
To delete a record, you can add a record in an acceptable .CSV file format that contains only the Optionee ID. Deletion records can be in the same file as insertion and modification records.

To delete an attribute from an Optionee File, the user will upload an Optionee row with the Optionee ID and the Attribute Name but no value for the Attribute Value.

An Optionee will not be deleted if it is still being referenced by a Grant.

File Format
#
Field Name
P =Required
Field Type
Sample Field
Description
1
OptioneeID
P
Alpha-Numeric (40)
1554
The unique identifier for each Optionee.
2
AttributeName
P
Alpha-Numeric (40)
Division
Identifies the AttributeName from the User Defined Lists Data File.
No quotation marks allowed
3
Attribute Value
P
Alpha-Numeric (40)
North East
Identifies the value of the Attribute Name for a particular Optionee ID.
No quotation marks allowed

Examples
The fields in each row must be in the following sequence to load correctly:

OptioneeID, AttributeName, AttributeValue


The following is an example of a valid Optionee File with information for one optionee.

15785,Cost Center,1014

15785,Department,Shipping

15785,Division,West

15786,Cost Center,1014

15786,Department,Receiving

15786,Division,North