1. DATA Export & IMPOrt Asbestos & Condition Appraisal Export & Import
ESTATE Manager Module

2. Opening The Software
You will either login directly from you desktop or via the Citrix interface.
Once logged in click on the ESTATE Manager icon.

3. The Login Screen
After a short period the program will start and you may be presented with the login screen. If so:-
First type your Username
Then type your Password.
Finally click the login button.

4. Choose Property Database
Please Choose Appropriate
Option Below
Appraisal - choose Property Database
Appraisal Import - click here
Asbestos - click here
Asbestos Import - click here

5. Find the Appraisal Tab
appraisal
Find the Appropriate Site …

6. Find the Appraisal Tab
appraisal
… and Block

7. Find the Appraisal Tab
appraisal
Appraisal Tab

8. appraisal Choose the appropriate Option
You must first choose the facets you wish to export
You can then export:-
Site Data
Block Data
Blank Sheet
To import – click here

9. Choose the appropriate Option
appraisal
A Quick Double Check – say Yes

10. appraisal Save the Output File
Choose your preferred location and filename.

11. Completion Message
appraisal

12. appraisal Record Locking
Records are locked pending re-import. They are shown with a RED asterisk

13. The spreadsheet must be filled-in using the pre-set drop-down options.
The Finished Export Spreadsheet
appraisal
Records are locked pending re-import. They are shown with a RED asterisk
The spreadsheet must be filled-in using the pre-set drop-down options.
Entering data in the first data row will create a second record ready for data entry. DO NOT COPY AND PASTE DATA FROM OTHER SOURCES – IT WILL NOT IMPORT

14. appraisal Appraisal Import Click on the import button.
If you are unsure how to get to this point - click here

15. appraisal Appraisal Import
Click browse button and choose import spreadsheet.
Now click Import Appraisal Data to import spreadsheet and unlock ‘starred’ records

16. appraisal Appraisal Import
After import click OK to complete import and unlock ‘starred’ records.

17. Asbestos Asbestos - choose Property Database
Asbestos Import - click here
Appraisal - click here
Appraisal Import - click here

18. Find the Asbestos Tab
asbestos
Find the Appropriate Site …

19. Find the Asbestos Tab
asbestos
… and Block

20. asbestos
Asbestos Tab

21. asbestos Choose the appropriate Option
You must first choose the facets you wish to export
You can then export:-
Site Data
Block Data
Blank Sheet

22. Choose the appropriate Option
asbestos
A Quick Double Check – say Yes

23. asbestos Save the Output File
Choose your preferred location and filename.

24. Completion Message
asbestos

25. asbestos Record Locking
Records are locked pending re-import. They are shown with a RED asterisk

26. The spreadsheet must be filled-in using the pre-set drop-down options.
Records are locked pending re-import. They are shown with a RED asterisk
The Finished Export Spreadsheet (part shown)
asbestos
The spreadsheet must be filled-in using the pre-set drop-down options.
Entering data in the first data row will create a second record ready for data entry. DO NOT COPY AND PASTE DATA FROM OTHER SOURCES – IT WILL NOT IMPORT

27. asbestos Asbestos Import Click on the import button.
If you are unsure how to get to this point - click here

28. asbestos Asbestos Import
Click browse button and choose import spreadsheet.
Now click Import Asbestos Data to import spreadsheet and unlock ‘starred’ records

29. asbestos Asbestos Import
You will be presented with a confirmation message
After import click OK to complete import and unlock ‘starred’ records.