Templates on the Account level can be upgraded to:

• A new version of the same Template
  OR

• A different Template

Example: Users are already working with a deployed Template. Your organization plans to change, delete or add new data or events to a new version of that Template (e.g. scorecard questions, answers, scoring changes etc.).

With Template Upgrade, Organizations can now upgrade existing templates to include new Scorecard questions, Whitespace Product Lines and Metrics, while still keeping existing data that must live in the new Templates and existing Account Plans.

Before You Start - Important!

We strongly recommend testing an upgrade of one test Account Plan to ensure your settings are correct and all data migrates successfully.

You will receive an email when the upgrade is complete.

Check that all data has migrated correctly.

Data that is lost cannot be recovered.

Upgrading a Template

• Make sure the Target (new) Template is ready for upgrade and is in Active mode.

• Go to Import / Export and select the Source (old) Template, and the Target (new) Template

• Click the Upgrade button

Open

Upgrade Process

Once you click the Upgrade button you will go through a setup process.

1. Select Template

Open

1. Source and Target Template information

2. Upgrade Steps

3. Selected Templates

4. Information panel for Source Template

   1. Account Plan Template Name

   2. Version

   3. Version Name

   4. Whitespace

      1. Product Lines

      2. Metrics

   5. Scorecard

      1. Categories

      2. Questions

5. Information panel for Target Template

   1. Account Plan Template Name

   2. Version

   3. Version Name

   4. Whitespace

      1. Product Lines

      2. Metrics

   5. Scorecard

      1. Categories

      2. Questions

6. Switch Templates

   1. Changes Source <>Template Templates

7. Mapping Summary

   1. Summary of Upgrade items that will be upgraded, added and deleted.

2. Whitespace

‘Whitespace’ displays Product Lines and Metrics that exist in the Source Template, and shows the Product Lines and Metrics that exist in the Target Template.        

1. Items that are not identical are not paired.

   1. In this example, 3 Product Lines will be deleted and 3 will be added.

2. Items that are identical are automatically paired.

3. Map unpaired items as needed.

Click Next

3. Scorecard

‘Scorecard’ displays data from the Source (old) Template Scorecard and from the Target (new) Template Scorecard

‘Scorecard’ displays data from the Source (old) Template Scorecard and from the Target (new) Template Scorecard

Identical Items are automatically paired.

Data from the Source (old) Template will be mapped, deleted or added to the Target (new) Template.

Examples of Mapping:

• In Example 1: The Target Template Scorecard Question was edited slightly.

  • The upgrade detected that the two items are not the same and automatically determined that the event in the Source Template should be deleted (x) and the new information in the Target Template will be added (+).

  • To map the question, click on N/A to open a mapping modal                             

The most likely available records are presented from which you will select the correct source Template Question to which you will map to the Target Question.

• In Example 2, a new Question was added to the Target Template that did not exist in the Source Template. The + icon indicates this item will be added.

4. Finish

You are now ready to save your mapping and finish the upgrade process.

Mapping Details

• Active Button

  • Activates the Mapping

• Description

  • Enter a description as needed

• Created

  • Name of User creating the Map

• Mapping Summary

  • Summary of items that will be Upgraded, Added and Deleted.

• Save

  • Clicking Save will save your mapping for future use. It is recommended to save your mapping before testing or upgrading.

Upgrade Account Plans

• Which Account Plan should be upgraded?

  • Select Single Account Plan

    • Will upgrade only one Account Plan

       

  • Import CSV with Account Plan records

    • Choose the CSV file with Account Plan records

    • Fill in Exclude Filters if needed

       

  • All Account Plans with Source template

    • Will upgrade all Account Plans with Source template.

    • Fill in Exclude Filters if needed

Click Start Upgrade to initiate the upgrade process

• When the upgrade is complete, a confirmation screen will be displayed and an email will be sent.

• For additional upgrades click Continue with upgrades and repeat the process.

• If no further upgrades are needed, click the Or Close button