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FAQ 554: Census data request wizard --Emailing to clients xls file |
Problem: Can I save a census data request in a format that can be emailed to the client and then back to me? |
Solution: https://csc.asc-net.com/csc/asc_client/download/User%20Documentation/CensusRequestsWithFullSSN_Excel.zip Run this wizard to create in batch the census data request xls files and attach to email or plan sponsor portal for client download. When the client sends the data back in the same XLS file, you can save it and import it into your case using Access-Ascript-Import. One security item to note: many users require that this data go out and come in with an encryption code, because it contains SSN's and other sensitive ee data. You might want to check with your IT folks and see if this is something you need to do before sending out the data. |