Save Now, Submit Later

Save Data in Excel

  • Use File / Save As to save your data in an Excel file.
  • If you are using Citrix, be sure to navigate through the folder structure to save to your drive. After selecting File / Save As, select This PC and follow this path - Windows (C:) \ Users \ YourName as shown below. Note: if you have Home (H:) in the left panel, this is a handy shortcut; it saves to the same folder. The Accessing Your Files When Using Smart View with Citrix job aid has step-by-step instructions with screenshots for this procedure.

Save As dialog box with Citrix

Caution: Saving in Excel does not save or submit the data to the CalPlan or HCP database. You must select Submit Data to submit data from the Excel file to Smart View.

Submit Data from Saved Excel File

When you have reviewed and approved all of the changes made in the forms you saved to Excel from Smart View for Planning, you can use the Submit Data command to load the data to CalPlan or HCP. 

Do NOT attempt to connect the Excel file to the server. Instead, select the Submit Data button from the ribbon.

Submit Data button 

When you Submit Data, the system prompts you to sign in.

Disconnect When Finished

To free up resources on the server, be sure to disconnect when you are finished using Smart View:

  1. Click the Panel button from the Smart View ribbon to display connections
  2. Click the drop-down arrow next to Home
  3. Select Disconnect All

Smart View Panel with Disconnect All highlighted

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