---
title: "INTERNAL: Resolve Backloading Activity Process"
description: Resolve backload process overview
---

[Skip to content](https://info.redmansolutions.com.au/resolve-knowledge-base/internal-resolve-backloading-activity-process#main-content)

[Submit Ticket](https://info.redmansolutions.com.au/resolve-knowledge-base/kb-tickets/new) [Customer portal](https://info.redmansolutions.com.au/tickets-view)

![Resolve](https://info.redmansolutions.com.au/hs-fs/hubfs/resolve-logo.png?width=100&height=75&name=resolve-logo.png)

Open main navigation

Close main navigation

- [Submit Ticket](https://info.redmansolutions.com.au/resolve-knowledge-base/kb-tickets/new)
- [Customer portal](https://info.redmansolutions.com.au/tickets-view)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Resolve Knowledge Base](https://info.redmansolutions.com.au/resolve-knowledge-base)
2. [Internal](https://info.redmansolutions.com.au/resolve-knowledge-base/internal)

# INTERNAL: Resolve Backloading Activity Process

## The below outlines the typical backloading high level process to import client historical business papers into Resolve

**BACKLOADING PHASES** and **STEPS**

Any backloading activity should be tracked with the client in Hubspot and Clickup.  Hubspot ticket from a communication perspective, to record any emails and conversations.  Clickup to track the project activities.

**1. Initial Client Call** - CLIENT/REDMAN

\- Client Meeting Booked (**Delivery/Support**)  
\- Client call to explain Backload process (**Client/Support**)  
\- Set up s3 / Sharepoint access (**Support/Dev**)  
\- Follow up summary email with steps, Sharepoint location and Excel template (**Support**)

**2. Client Meeting Content / Details Collection and Upload** - CLIENT

\- Client gather PDF/Media content and upload to Redman location  
\- Client populate Excel template with Meeting details  
\- Advise Redman when content/details ready for first batch or sample.

**3. Validate / Dev Map 1st Batch to Resolve and Import** - REDMAN

\- Review Client meeting content/details and provide feedback to client if incorrectly completed.  
\- Prep for first import (**Support**)  
\- Import through Resolve front end (**Support**) or  
\- Engage Dev to map data for initial Batch import to Resolve (**Support/Dev**)

**4. Check 1st Import / Advise Client with Validation steps** - REDMAN

\- Check 1st Import correct (**Support**)  
Email Client 1st Import completion details and steps for them to validate prior to publishing (**Support**)  
\- If necessary, arrange Client call to explain first import and answer questions (**Support**)

**5. Remaining Batches Import** - CLIENT/REDMAN

\- Provide remaining meeting content/details for Redman to import.  Can be in batches or grouped by Meeting Type, depending on size (Client).  
\- Complete each remaining batch import and validate before advising Client (**Support**)

**6. Complete / Client Publish** - CLIENT/REDMAN

\- Redman advise client on full activity completion (**Support**)  
\- Client finalise their validation and publish to BoardView and/or Public portals if required. (**Client**)  
   
**Support post Backload tasks:**  
\- Reindex in Resolve (Dev) - Jeff will use his post backload reindex tool to ensure this content is searchable in BoardView and Public portals  
\- Delete Content files from s3 or Sharepoint  
\- Update ClickUp / Hubspot (Ticket and Asset note)

 

- [Councillor Portal](https://info.redmansolutions.com.au/resolve-knowledge-base/councillor-portal)
- [Meeting Admin](https://info.redmansolutions.com.au/resolve-knowledge-base/meeting-admin#main-content)

    - [Minutes](https://info.redmansolutions.com.au/resolve-knowledge-base/meeting-admin#minutes)
    - [Meeting Configuration](https://info.redmansolutions.com.au/resolve-knowledge-base/meeting-admin#meeting-configuration)
- [Report Writing](https://info.redmansolutions.com.au/resolve-knowledge-base/report-writing#main-content)

    - [Getting Started](https://info.redmansolutions.com.au/resolve-knowledge-base/report-writing#getting-started)
    - [Approvals](https://info.redmansolutions.com.au/resolve-knowledge-base/report-writing#approvals)
- [Site Administrator](https://info.redmansolutions.com.au/resolve-knowledge-base/site-administrator#main-content)

    - [Media and Streaming](https://info.redmansolutions.com.au/resolve-knowledge-base/site-administrator#media-and-streaming)
- [Notifications](https://info.redmansolutions.com.au/resolve-knowledge-base/notifications)
- [Internal](https://info.redmansolutions.com.au/resolve-knowledge-base/internal)
- [General](https://info.redmansolutions.com.au/resolve-knowledge-base/general)

[![redman-solutions-primary-logo-RGB\_transparent-1](https://info.redmansolutions.com.au/hs-fs/hubfs/Images/Logos/redman-solutions-primary-logo-RGB_transparent-1.png?width=400&height=113&name=redman-solutions-primary-logo-RGB_transparent-1.png "redman-solutions-primary-logo-RGB_transparent-1")](https://www.redmansolutions.com.au/)

Level 1, 40 McDougall St, Milton, QLD 4064

Contact Support: [help@redmansolutions.com](mailto:help@redmansolutions.com)

Copyright © 2025, Redman Solutions