Step 4: Review (validate) records

In this step, you review the data in the file.

Key info

• The Review page shows all records contained in the imported template from step 3.
• Use the scroll bar and navigation buttons to move through the records.
• Records with errors have this icon: . Click it to copy and paste the error into a document to analyze.
• Sortable columns have an arrow in the column heading.
• There is no current method to correct records through the user interface. You must correct in the Excel template and re-upload.

1. Scroll through the records and verify that they are accurate.
2. If a record or records are:
   • Not accurate or need to be changed, change them in the Excel file and re-upload (steps 2 through 3.)
   • Accurate, click Next.