Set Up Producers, Projects, & Vendors

Add Individual Entries | Archive Entries | Import Data | General Import Guidelines

You can load information regarding the producers, projects, and vendors that you work with into COI Track for use in managing your certificates.

Add Individual Entries

1. Select COI Track from the Applications menu in the platform navigation bar
2. Select Producers, Projects, or Vendors from the Setup menu in the COI Track navigation bar
3. Click the New button in the upper-right
4. Enter the desired information
   1. Required fields are marked with a gold border
5. Click Save & Close when finished

Archive Entries

1. Select COI Track from the Applications menu in the platform navigation bar
2. Select Producers, Projects, or Vendors from the Setup menu in the COI Track navigation bar
3. Check the box to the left of the desired entries
4. Click the Archive button in the upper-right

You can view archived entries by clicking the Archived button in the bottom-right. Archived entries are saved until they are deleted or restored by a user.

Import Data

5. Select COI Track from the Applications menu in the platform navigation bar
6. Select Producers, Projects, or Vendors from the Setup menu in the COI Track navigation bar
7. Click the Import button in the upper-right
8. Click the Download Spreadsheet link in the Import Data panel
9. Fill out the spreadsheet in accordance with the instructions in the Instructions tab and save it to your computer
10. Click the Select File button, then browse to and select your updated import spreadsheet
11. Click Import to begin uploading data

General Import Guidelines

• Imports are site-specific! Be sure to select the appropriate site before beginning an import.
• Required fields are indicated by shading the header row yellow in all import spreadsheets. Some additional fields will be required depending on the optional fields that are entered. For instance, entering data in an optional Line 1 Address field will cause the City, State, and Zip Code for that address to be required also.
• Notes are included in the header of columns that require data in a specific format and are indicated by a red triangle in the top-right corner of the cell.
• Altering the structure of the import spreadsheet, such as by adding or removing sheets or columns, may cause the import to fail.

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