How to Import Strategic or Enterprise Objectives

1.    Access the ERM solution.

2.    In the Strategic and Enterprise Objectives section, select Export/Import Objectives to import strategic and enterprise objectives.

3.    Click Browse.

4.    Locate the file in the dialog box that appears and click Open.

5.    Click Validate File for the system to check if there are any errors that would prevent the spreadsheet from being imported (see figure below).

 

 

When Validate File is clicked, the system displays a success message if no errors are found.

 

6.    Once validated, select it again and click Import Objectives to import the information to the system.

 

The system displays a success message confirming that the objectives were imported to the system, as well as a validation message and alerts, if any were found.