RELIUS GOVERNMENT FORMS Importing Data from Relius Administration into RGF 5500 Tom Hunsinger

Welcome and thank you!  Tom Hunsinger  Who?  7+ years at Relius/Peak 1  Started in Tech Support  Tech Support Manager  RGF on-line presenter

Overview Steps to Transfer Data from Relius Administration to RGF 5500  Do your carry forward  Open Relius Administration  Compute Government Forms  Select Plans  Open RGF 5500  Import Data

Relius Administration Open Relius Administration

Relius Administration Go to Compute Government Forms Data Then select 5500 Series

Relius Administration Select options and plans

Relius Administration Select plans

Relius Administration Select plans and then press “Compute”

Relius Administration Do you want to view the log?

Relius Administration You bet you do!

Relius Administration What is an XML file?

Relius Government Forms Open RGF 5500

Relius Government Forms Select where you want the planbooks to go. This should be where your carry forward files are located.

Relius Government Forms Save the log file.

Relius Government Forms If the plan already has forms saved in it, decide what will happen to the existing data.

Relius Government Forms Well do you?

Relius Government Forms Yes you do!

Relius Government Forms Alternate method

Relius Government Forms Select the XML file

Relius Government Forms Choose where the planbooks will go.

Relius Government Forms If the form already exists, decide what to do with the existing data.

Relius Government Forms Save the log file.

Relius Government Forms View the log file.

Relius Government Forms Review the log file.

Relius Government Forms You can also import information to one schedule at a time.

Relius Government Forms Open the schedule you wish to receive the data.

Relius Government Forms Select Utilities\XML Import…

Relius Government Forms Find the XML file you wish to import from…

Relius Government Forms Save the log file…

Relius Government Forms Replace existing data or fill in the blanks…

Relius Government Forms Guess what? Check out the log file!

Relius Government Forms Guess what? Check out the log file!

Relius Government Forms Review the data that was imported.

RELIUS GOVERNMENT FORMS Importing Data from Relius Administration into RGF 5500 Tom Hunsinger