Managing Basic Information¶

Basic information pre-defines the standard business information used in metric templates, such as metric types and subjects. You can share and manage basic information by exporting and importing basic information.

Prerequisites¶

You need to be assigned the required asset permission and operation permission, and a menu group containing the Basic Information menu. If not assigned, contact the application administrator.

Importing Basic Information¶

Select Business Templates > Basic Information from the left navigation pane.
Select the Public Basic Information or Private Basic Information tab according to the effective scope of the target basic information. For more information about the difference between public and private basic information, see Public/Private Basic Information.

Click Import and choose one of the following methods to prepare the file to be imported:

If you need to share basic information between different OUs, export the target basic information in the source OU.
If you need to create basic information in the current OU, click Download in the pop-up window and enter the following information in the template file.

Category	Field Name	Identifier	Required/Optional	Description
Basic Information Template	Basic Information Template Key	templateKey	Required	The classifications under the basic information type, for example, define the `Electricity` subject and the `Industry` subject under `Subject`.
Basic Information Template	Basic Information Template Chinese/English/Japanese/Spanish Name	nameZh/En/Ja/Es	English and Chinese names are required	The template name in different languages.
Basic Information Template	Basic Information Chinese/English/Japanese/Spanish Description	descriptionZh/En/Ja/Es	Optional	The template description in different languages.
Information List	Information List Key	field	Required	The specific business information in the basic information template, for example, define `Production`, `Energy Consumption`, and `Environmental Protection` in the `Electricity Subject` template.
Information List	Chinese/English/Japanese/Spanish Name	nameZh/En/Ja/Es	English and Chinese names are required	The information name in different languages.
Information List	Chinese/English/Japanese/Spanish Description	descriptionZh/En/Ja/Es	Optional	The information description in different languages.

Note

The “Org ID”, “Org Name”, “Updated On”, and “Updated By” fields in the template file can be left blank and will be filled by the system after upload.

Click Upload in the pop-up window, select the filled or exported file, and click OK. When you import private basic information, if the template key in the file is the same as a public template key, the private template will overwrite the public template.

Exporting Basic Information¶

Select Business Templates > Basic Information from the left navigation pane.
Select the Public Basic Information or Private Basic Information tab according to the effective scope of the target basic information. For more information about the difference between public and private basic information, see Public/Private Basic Information.
Click Export in the upper right corner of the target basic information card. The exported file displays the template information and the specific business information in the template.

Deleting Basic Information¶

Select Business Templates > Basic Information from the left navigation pane.
Select the Public Basic Information or Private Basic Information tab according to the effective scope of the target basic information. For more information about the difference between public and private basic information, see Public/Private Basic Information.
Click Delete in the upper right corner of the target basic information card. Deleted basic information cannot be restored.