Loading a parent group through Unified Data Management and Onboarding Wizard

Specifying a parent group through spreadsheets

The Company and Support Group spreadsheets for UDM and Onboarding Wizard include the Parent Company, Parent Support Organization, Parent Support Group fields.

A data administrator can perform the following actions:

• Create a company or a support group and define a parent group for a company or a support group
• Update the parent group for a company or a support group

Considerations when loading a parent group on the Onboarding wizard

While validating the records through Data Visualizer, you can select a parent group for a company or a support group on the Onboarding wizard for the COM:LoadCompany and CTM:LoadSupportGroup forms:

• Set Parent Group Type—Select a parent group type to indicate if a parent group is a company or a support group. The Parent Group Name list displays the values based on the parent group type.
• Parent Group Name—Select the parent group name. This field lists the names of companies or support groups based on the parent group type selected from the  Set Parent Group Type list.
• Set Parent as Blank—Select this check box to remove parent group.  

Fixing parent group-related errors on the Error Management console

The Error Management console allows you to fix the records that have errors relevant to a parent company, parent support group, or a parent support organization. Update the following form fields to fix the errors: