Import Document Templates > Desired Order Specified on Import Doesn't Apply to Units | Voters

Import Document Templates > Desired Order Specified on Import Doesn't Apply to Units

feature-in progress

Sarah McDougall

In Trojan - Elk Grove 2 Unit 1001, I manually set up the desired document order like so:
Lease CA - TSEG2
Additional Facility Rules*
Bader E-Sign Form 2000
Bader E-Sign Form 3000
Bader E-Sign Form 5000
Bader E-Sign Form 10000
I then exported the data, filled down the Additional Facility Rules & Order columns for all Storage units, saved, imported, and committed by clicking Upload CSV.
Upon reviewing a couple random Storage units, I can see that the Additional Rules document was added to the required list, however it did not sort in the desired order. Despite the order being the same for all units on the CSV, this did not translate to QMS upon import, whether on individual units or on the import screen. Please see attached images/file.
*I had previously set up documents for all Storage units, but didn't include the Additional Facility Rules document, so the purpose of this import/export was to add that to required documents.

TS_TSEL_Unit_Document_Templates (1)

December 17, 2024

Ronald Jay Uy

Hello Sarah, Tony,
I believe I can now replicate the exact issue with this bug.
-The problem lies in the order list being copied incorrectly.
In Sarah's example, the desired order for the document should be:
--Lease CA - TSEG2
--Additional Facility Rules*
--Bader E-Sign Form 2000
--Bader E-Sign Form 3000
--Bader E-Sign Form 5000
--Bader E-Sign Form 10000
Process done by Sarah:
Manually set up unit '1001', exported the data, and filled down the Additional Facility Rules and Order columns for all storage units.
Saved the file, imported it back, and committed the changes by clicking Upload CSV.
The process is correct, except for the issue with the uploaded file. As shown in the sample Excel file, the columns are properly labeled as MoveInDocumentSigningAlwaysInclude, but the problem arises in the order list:
When copying the order for unit '1001' using the dropdown, Excel automatically fills the series instead of copying the exact order.
(see image 1)
As a result, the order defaults to the sequence of the Excel columns.
(see image 3 and 4 )
Here is the resulting format of the Excel column:
--Bader E-Sign Form 10000
--Bader E-Sign Form 3000
--Bader E-Sign Form 2000
--Bader E-Sign Form 5000
--Lease CA - TSEG2
--Additional Facility Rules
(see image 2 - sample result uploaded) ~as you can see, they have the same order
For further validation, I recreated this issue in the Stage Portal (Facility: Arizona Facility - A) and observed the same result. (Note: You can skip 1:00–2:00 in the attached video for quicker reference.)
https://jam.dev/c/538dffa9-9fab-46fa-9ab1-10481ce20087
Let me know if further details or clarifications are needed!

Ronald Jay Uy

I believe re-uploading the Excel file with the correct name for the last document (Bader E-Sign Form 10000) will resolve the problem. Please let me know if this resolves the issue or if I need to test more scenarios. Thank you!

Sarah McDougall

Possible similar Export/Import issues:
https://quikstor.canny.io/qms-feedback/p/export-import-issue-export-data-unit-one-time-fees-make-changes-import-data-unit
https://quikstor.canny.io/qms-feedback/p/export-import-issue-export-units-change-available-from-yes-to-no-import-units-up

Bash Simplicio

Hello Sarah McDougall I think I was able to replicate your issue. It this happens when the document is assigned during import and it uses the order when the document is assigned. Please let me know if I understood it correctly, thanks!
Please see reference: https://jam.dev/c/7a3c3cb3-846a-4ed1-9d53-716da0e5881b
cc Ronald Jay Uy Tony Gardner

Sarah McDougall

Bash Simplicio thanks Bash. I watched your video but it didn't include the CSV that was exported, so I wanted to ask - did you manually manipulate the order of documents for one of the units on the CSV, then import it back in but have no change occur in QMS?
Ronald Jay Uy I saw that you tested also but experienced no issue, so I would ask the same question of you?
Specifically for move-in documents, basically the problem was that all units had documents out of order from how we'd usually like to see them presented to a customer.
I think this may be a more pervasive issue with the Export/Import function. I have been testing other things using import/export but am finding more instances of the core issue, which is that changes made to the CSV are not having any effect on the corresponding units once imported back into QMS.
I will create a couple more Canny cards with my other findings and come back and link them in the comments on this card.

Bash Simplicio

Sarah McDougall Hello Sarah, yes I manually re-arranged the order first in the Units details and then exported the document templates. When I uploaded the CSV file, the order of the document is the same as the one from the Units details.

It only changes when I assign the documents during import for Units that don't have documents yet.

In the video that I sent, I assigned this document in order for A1:

Lease Agreement Sample Template
Insurance $500
Coverage Plan Sold Sample Template

For A2, I assigned the documents in this order:

Lease Agreement Sample Template
Coverage Plan Sold Sample Template
Insurance $500

I then exported the Unit Documents template and imported it back with the arrangement of documents in the same order.

When I assigned documents to Units with no documents yet, the order changes depending on which document was assigned first. So in the video, the Insurance $500 was assigned first then the Coverage Plan Sold Sample. In that case, the order in the Order column became:

Lease Agreement Sample Template
Insurance $500
Coverage Plan Sold Sample Template

Let me know if this is clear or need more details. Thank you!

Tony Gardner

updated the status to

feature-in progress

Tony Gardner

Sarah McDougall I see it shown differently in the unit list, but did you confirm if the document actually generates in the correct order during a move-in? I want to provide as much detail to the team as possible. This may just be a UI issue at the unit level.

Sarah McDougall

Tony Gardner since this was in Trojan Live, I didn't test a move-in. But I'll ask Ronald & Bash to test it in their environments to see what their results are.

Ronald Jay Uy

Hi @Sarah McDougall, Tony Gardner. I followed the same process of exporting data, editing the Excel file to match the required format, and importing it into the facility. I performed this process in both the stage environment (Facility: Arizona Facility - A) and the trial environment (Facility: Orlando), and I did not encounter any issues with the Move-In Document Signing List.

I also tested adding entries at the first position, in the middle of the list, and at the last position. And still, all units follow the same Move-In Document Signing List format, and the file for the signature is updated with the same format.

Ronald Jay Uy

The only problem I noticed occurs when there is no configured default coverage. If I try to add one, the list automatically changes to the default flow in the Excel file.
For reference:
Stage Environment: https://jam.dev/c/d7dc299e-e65e-4e22-8efd-20fefd4dc4bb 
Trial Environment: https://jam.dev/c/139b8e55-c72e-4ca6-b823-f4c5b6f31838

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