Matching DECs

Download the DEC match template from Templates and Instructions for Bulk Imports and Matching.  

Populate your copy of the template with information about the DECs that you want to match. The following table provides instructions for each column in your copy of the DEC match template:

As you populate your file, keep in mind the following points:

• You may add additional columns to your file for taking/keeping notes after the last template column, but the column names must be unique.

• You can use your Delete key to clear the contents of one or more individual cells, but do not delete entire rows or columns. 

Use the Microsoft Excel "Save As" feature to save your copy of the template as CSV.  

Import the file into OneData:

1. Log in as described in Logging In.

2. From the Manage menu, select Manage Data. The Manage Data page appears. Select DEC Match. The DEC Match page appears. (For instructions on adding this page to your favorites, refer to Managing Favorites.)

3. From the Import menu, select Conceptual Object Import. 

4. Select the DEC Match Import row and click Import (between Add New Mapping and Go To Data Manager). 

5. Under Source Information, in the Import from File row, click Choose File. Navigate to and select your CSV file from your desktop. 

6. Click Import at the bottom of the page. DEC Match displays a message with the status of your import. 

Generate a list of DECs that match your file:

1. Click Go To Data Manager. The DEC Match page reappears.

2. Specify search criteria, such as all or part of your Batch Name. The format for the Date Last Modified field is MM/DD/YY (such as 03/05/22). 

3. Click Apply Filter. Search results appear. The system displays one row per DEC.

4. Select the checkbox for the rows you want to match. Click Run DEC Match. DEC Match starts checking all the input columns from your CSV file against the caDSR DECs for possible matches. The process can take a while to run. DEC Match begins to fill in the number of matched DECs for each DEC Name in your CSV file. If there is only one exact match, the system automatically associates the matched result with the imported DEC.

5. You can navigate away from DEC Match and come back later to check whether it’s finished running. You can refresh the list of results by clicking Display Values.

Review the DECs that match your file. The following table describes the columns in the list of values: 

To edit values in the Batch User, Batch Name, User Tip, Match within Contexts, Match with Registration Status, Match to Model, Comments, and Matched DEC columns:

1. Click the edit icon in the row you want to edit. A detail page appears for the selected item.

2. Make your changes:

   • In each text field, you may use any character except single quote ('). 

   • In the Match within Contexts field, enter one or more contexts to search for matching DECs. Separate each DEC with a comma. Do not use spaces between DECs. For example: XXX,CTEP,CCR

3. Click Save. DEC Match confirms the change.

4. To view the next DEC from your imported file, click the Go to the next page icon (the triangle icon after Rows x of xxx).

5. Click Display Values. The list reappears with your changes. 

To review the matched DECs, click the edit icon in the row you want to review. A detail page appears for the selected item. Click the DEC Matched Results node. Select a row and click Set Preferred.