In this article we'll walk you through the steps required to upload your codes/identifiers and highlight key points to keep in mind for successful setup.
Please note: this process highly depends on the relevant Templates to be created by a designated Scantrust Team Member. Most likely it will happen during the implementation phase by your designated, wonderful Project Manager.
1. Find the work order for which you would like to upload the identifiers.
2. Click on the "Upload Codes" icon:
3. You will arrive at the following screen; select the right Ingestion template and then click NEXT:
4. Click on UPLOAD FILE (accepted file formats are XLS, XLSX, CSV (up to 200mb per file).
5. Your file folders will appear and you have to select the correct file:
6. Once the file is uploaded, you will see it in this screen; then click UPLOAD:
7. The file will upload; once you see this screen - all should be completed (Please always do a spot-check):
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