Using the Batch Upload History List

Important: This feature is available to Level 1 users only.

1. From the Admin menu, click Batch Upload.

   

2. In the Batch Upload History list, you can do any of the following:
   • Perform a new batch upload (see Perform a Batch Upload of Third Parties or Performing a Batch Upload of Additional Entities).
   • View the status of a recently uploaded batch (see "Batch Statuses" below).
   • Click a file name to open a previously uploaded third party batch file.
   • Customize the batch upload list and filter its contents (see Customize a List Display).

Batch Statuses

The following lists and describes the available batch statuses:

Status	Description
Upload Complete	Batch file has been uploaded successfully
Validation in Process	RiskRate is checking the validity of the batch upload file to see if it can be processed
Validation Complete	The batch upload file is ready for processing
Third Parties In Process	Third party are in the process of being created/updated
Additional Entities in Process	Additional Entities are being added to the system
Reports In Process	Report requests are in the process of being submitted
Success	The batch upload process was completed with no resulting errors
Error	One or more errors were encountered while processing the batch upload file. Click Error in the Status column for details.