Your agronomist can send work plans from their Gatekeeper into your own, ready for you to use and complete.
Before an agronomist can send your work plans into your Gatekeeper, you must send them your exchange key so that they can link your Gatekeeper accounts.
How to find your Exchange Key and send it to your agronomist
Your exchange key is a combination of letters and numbers in both upper and lower case. To find your exchange key:
Go to the Setup module
Select Businesses
Select your business name
Your Exchange key can then be found in the Details section
Copy your exchange key, and paste it into an email to send to your agronomist. We strongly recommend copy and pasting this key rather than reading it out to your agronomist to avoid errors.
Gatekeeper Advanced customers will need to repeat the process above for each business in their Gatekeeper.
Importing work plans from your agronomist
When an agronomist sends a work plan to your Gatekeeper, it will automatically appear as a notification in the top right hand corner of your screen. A red notification badge will be visible next to your avatar (the circle with your initials in). The number indicates the number of jobs waiting to be imported.
To import work plans:
Select the avatar which has the red notification badge visible against it
Select Import Recommendation
In the drawer that opens, you will be able to see the job(s) waiting to be imported. A green tick icon indicates that all the required data fields have matched, and the job is ready to be imported.
To preview the job, if required: select the eye icon to process the preview, and then the clipboard icon which replaces the eye. The preview will open in a new tab and may be saved or printed as required.
To import the job, select the box next to the job name which will create a tick.
Select the tick in the bottom right
Imported work plans are visible in the jobs module, in the Draft column, where they can be identified by a green circle with an R in.
Issues when importing
In order to be able to import work plans from agronomists, you must first have sent them your exchange key. For information on this, please see How to find your Exchange Key and send it to your agronomist
What causes an import issue?
There are certain pieces of information about your business, farm, and fields, which need to be the same in your Gatekeeper and in your agronomists' Gatekeeper to allow work plans to be sent to you. If there is a difference between your Gatekeeper information and your agronomists' version, this can cause issues when you try to import work plans.
There are also certain situations where some information in the job might cause an issue: for example, if the agronomist is using a different season to you.
As you import a job from an agronomist, the job will usually have a green tick to indicate that there are no issues with the data. However, if there is a difference which needs your attention, the job will be marked with either a red exclamation mark icon, or an orange warning icon.
If you have a red exclamation mark when trying to import an agronomist job:
A red exclamation mark indicates an issue with the data to be imported, which must be resolved by either yourself or the agronomist before the job can be imported.
Click on the eye icon to process this information, and then on the clipboard icon which replaces the eye. A new tab will open, with a description of the import error. You will need to rectify this issue before proceeding, or ask your agronomist to change their information and resend the job(s).
If you have an orange warning triangle when trying to import an agronomist job:
An orange warning triangle indicates that there is a difference between your Gatekeeper and your agronomists', but it will not stop you from importing the job.
To see the reason you have a warning, click on the eye icon to process the information, and then on the clipboard icon which replaces the eye. A new tab will open, with a description of the data difference.
An orange warning will not stop you from importing the job from your agronomist.
Matching job details
If your agronomist uses Gatekeeper and will be publishing work plans into your Gatekeeper for you to use, there are some parts of your field and business information which need to match between the two systems. There are also some situations that will give you an import issue, and may need rectifying before the job can be successfully imported.
Field details which must match between grower and agronomist
Before you try to import a job from an agronomist, ensure that the following details match between your Gatekeeper and theirs:
Current season
Field names, including suffixes (if used)
Field sizes
You will also need to have your agronomist set up in your personnel list. See Setup Personnel.
Import failure scenarios
The following scenarios will give you a red import failure. You will not be able to import the job until the situation is resolved, either by changing the information in your Gatekeeper, or by asking your agronomist to change their details and re-send the job.
If the job has already been sent to you in Gatekeeper, and you have already imported it into jobs.
Suggested resolution: delete the replicated job.
If the job contains a different business name than your own.
Suggested resolution: check with your agronomist that the correct job has come from the correct business in their Gatekeeper, and ask them to re-send the job.
If the job is for a season which you do not have in Gatekeeper.
Suggested resolution: check the job is for the correct cropping season. Move into the new season and import the job there. See Manage Seasons.
If the job contains a field that does not exist in your Gatekeeper.
Suggested resolution: create the field (see Setup Fields) and return to import the job.
If the job contains a field that does not exist with the same name, suffix (if used) in your business in this season.
Suggested resolution: make sure the field has a crop in the current season, and that any suffixes used match your agronomist.
If the job contains a field with a bigger area than that field has in your Gatekeeper.
Suggested resolution: if the agronomist has the wrong field size, ask them to adjust this and re-send the job. If your records have the wrong field size, adjust the field record.
If there are more fields in the job than in your Gatekeeper, or if the field sizes add up to more than what is in your Gatekeeper
Suggested resolution: if your agronomist has the wrong field sizes, as them to adjust them and re-send the job. If your records have the wrong field sizes, adjust the field records.
If your agronomist has not been added to your personnel list.
Suggested resolution: add your agronomist to your personnel list – see Setup Personnel.
Import warning scenarios
The following scenarios will give you an orange import warning. You will not be stopped from importing the job, but you will be warned that there is a potential issue:
If the plan you are importing has the same name as a plan that already exists in your Gatekeeper
If the crop or variety that your agronomist has for a field is different to the crop or variety you have against the field record