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www.relius.net
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.
www.relius.net
RELIUS GOVERNMENT FORMS
Importing Data from
Relius Administration into RGF 5500
Tom Hunsinger
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