Administration – AFEs

The AFEs module allows you to view, manage, and bulk update Authorized For Expenditures in your system. This includes support for importing and exporting AFE records via Excel, viewing metadata, and editing individual records.

Navigating to the AFEs Module

To access the AFE Management grid:

1. From the top navigation bar, click AFEs.

2. The AFE Management table will load, showing all current AFE records.

Each row represents an individual AFE and includes key columns such as:

• AFE

• AFE Name

• Survey System

• Primary Facility

• AFE Type

• AFE Status

• Province

• Operated

• OT Status

• Created / Updated Timestamps

• Created By / Updated By

• Actions (Edit / Delete)

You can filter, sort, resize columns, or search using the tools above the grid.

Exporting AFEs

To export the current list of AFEs into Excel:

1. Click Export AFEs in the top-right of the grid.

2. A .xlsx file will download containing all fields from the grid.

This exported sheet can be used for backup, reporting, or batch modifications prior to re-importing.

Downloading the Import Template

To get a blank Excel file for new AFEs:

1. Click Download Import Template.

2. This file includes the required column headers for a valid import.

3. You can fill in new rows or paste records from other sources.

Importing AFEs (Merge or Overwrite)

To import AFE records:

1. Click Import AFEs.

2. Upload a valid Excel file using the file selector.

3. You'll be taken to the Import Preview screen.

Understanding Import Modes

In the top-right of the Import Preview screen, you'll see an Import Mode toggle:

• Merge Mode (default):

  • Adds new records.

  • Updates existing records if matching AFE numbers are found.

  • No data is removed.

• Overwrite Mode:

  • Click the green "Merge Mode" button to switch it to Overwrite Mode.

  • In this mode, any existing AFEs not included in the import file may be archived.

  • Useful for syncing a clean, full dataset.

⚠️ Switching modes is a manual toggle. Click the button again at any time to change between Merge Mode and Overwrite Mode before executing the import.

Import Preview Summary

The Import Preview screen provides a breakdown of:

• New Records – AFEs that will be created.

• Updates – AFEs that already exist and will be updated.

• Removals – Only applicable in Overwrite Mode (shows records that may be archived).

At the bottom, a summary bar will describe how many records are affected, e.g.

“803 records will be imported as new entries.”

Warnings (e.g. Overwrite archiving risks) are shown in yellow beneath the summary.

Executing the Import

Once you’ve reviewed the changes and selected the correct mode:

1. Click Execute Import.

2. The import will run and refresh the AFE grid with your updates.

Adding an AFE Manually

1. Click the + Add New button.

2. A form will open where you can manually enter all AFE details.

3. Required fields must be filled before saving.

Editing or Deleting AFEs

• Use the pencil icon in the Actions column to edit an existing AFE.

• Use the trash icon to delete an AFE (confirmation required).