# [SOP title: Enter [record type] from a table into [target form]]

| Field | Value |
|---|---|
| Document number | [DE-001] |
| Version | [1.0] |
| Owner | [role, not a name] |
| Last review | [YYYY-MM-DD] |
| Next review | [YYYY-MM-DD] |

## 1. Purpose
[One sentence. Example: Enter the customer requests received each week into the request form of the web system, one row per request, and keep a record of every row.]

## 2. Scope
- Applies to: [the table, the form, who does it, how often]
- Does not apply to: [rows without a customer e-mail, requests that arrive by phone, ...]

## 3. Source table
| Item | Value |
|---|---|
| File or sheet | [name and place of the file or sheet] |
| Header row | [Yes, row 1] |
| Number of rows expected | [about 40] |
| Who supplies it and when | [role, day of the week] |

### Columns
| Column | Meaning | Format rule | Required |
|---|---|---|---|
| [name] | [Full name of the customer] | [Text] | [Yes] |
| [e-mail] | [Contact address] | [Text, one address] | [Yes] |
| [phone] | [Phone number] | [Format the column as text so leading zeros stay] | [No] |
| [city] | [City] | [Typed into a text field. A dropdown, radio button or checkbox is replayed as recorded and cannot change per row] | [Yes] |
| [note] | [Free text] | [Up to the length the form allows] | [No] |

## 4. Target form
| Item | Value |
|---|---|
| System and page | [name and web address of the form] |
| Sign-in | [Done by the person doing the work, never saved in this document] |
| Field per column | [name goes to Full name, e-mail goes to E-mail, ...] |
| Fields that stay the same for every row | [dropdown choices, request type, newsletter checkbox: replayed as recorded] |
| Confirmation | [A confirmation page with a reference number] |

## 5. Before you start
1. [Open the table and check that the header names match section 3.]
2. [Format phone numbers and codes as text.]
3. [Remove empty rows and duplicate rows.]
4. [Sign in to the target system in Chrome.]
5. [Open the automation and choose what happens when a row fails.]

## 6. Procedure
1. [Copy the table including the header row.]
2. [Paste it into the automation.]
3. [Press "Try the first 3 rows only" in the run window. Open each confirmation page and compare it with the table.]
4. [Paste the full table and press Run. Stay near the computer.]
5. [When the run ends, download the result table as CSV and save it with the date in the name.]

## 7. When a row fails
| What you see | What to do |
|---|---|
| [A field did not appear in time] | [Try the row again once. If it fails again, skip it and note it.] |
| [The page says the record already exists] | [Skip the row. Write "already exists" in the notes column.] |
| [The page answers with an error (404 or similar)] | [Do not retry. Report the address to [role].] |
| [A value breaks a rule, for example a price above the limit] | [Stop. Ask [role] before going on.] |
| [Many rows in a row fail] | [Stop the run and check the form and the table before going on.] |

Failed rows are entered by hand after the run, or corrected in the table and run again as a short table.

## 8. Check at the end
- [ ] Rows in the table: [N]. Lines in the result table: [N].
- [ ] Rows with status Done: [N]. Rows with status Skipped, Failed or Done, a step skipped: [N], each with its note.
- [ ] Three rows picked at random match the target system.
- [ ] Reference numbers read from the confirmation pages are in the result table.
- [ ] Result table saved to [place] with the date.
- [ ] Source table marked as processed.

## 9. Run log
| Date | Done by | Rows | Done | Skipped | Failed | Note |
|---|---|---|---|---|---|---|
| [YYYY-MM-DD] | [name] | [ ] | [ ] | [ ] | [ ] | [ ] |

## 10. Related documents
- [Guide or SOP of the same task]
- [Rules of the target system]

## 11. Revision history
| Version | Date | Changed by | Change |
|---|---|---|---|
| [1.0] | [YYYY-MM-DD] | [name] | [First version] |