UB> Utilities> Import Assistance Accounts
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). Click here for information on the Import Configuration window.
- The standard Springbrook configuration will be selected by default.
- Click VIEW LAYOUT/FORMAT to view the expected format of the import file. Click here for information on the File Layout window.
- The BROWSE button is used to browse for the import file. You can also drag the import file and drop it in the area to the right of the button.
- The Category field is used to specify the UB category that will signify the account is enrolled in the assistance program. Click the field search button
to select a category from a list. - Categories are created and maintained on the Category Maintenance window (UB> Maintenance> Category). Click here for information on Category Maintenance.
- 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.
- Click the Submit button
to import the file. You can view the progress of the import on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).