Findings Importer
Introduction
Use the findings importer to import outside resources into the application. One can import observations, recommendations, and action items using the findings importer.
Importing Observations
Step-by-Step Guide
Navigate to the Program Findings module
Click on the ‘Observations’ tab
Click the plus sign on the top right side of the grid to create a new observation
On the top right side of the pop-up screen, click ‘Import’
Now, in the dashed blue box, click ‘Choose Files’
Select the desired CSV file that houses the desired observations
Refer to the 'CSV Selection' section of this article for more information on the first page of the findings importer.
Click ‘Continue’
Refer to the 'Map Columns' section of this article for more information on the map columns page
Click ‘Import’ on the right side of the page
Now, one can use the grid that appears on the final page to view the new observation(s). (Refer to the ‘Results’ section of this article for more information on the results page.)
Video Tutorial
Importing Recommendations
Step-by-Step Guide
Navigate to the Program Findings module
Click on the ‘Recommendations’ tab
Click the plus sign on the top right side of the grid to create a new recommendation
On the top right side of the pop-up screen, click ‘Import’
Now, in the dashed blue box, click ‘Choose Files’
Select the desired CSV file that features the desired recommendations
Refer to the 'CSV Selection' section of this article for more information on the first page of the findings importer.
Click ‘Continue’
Refer to the 'Map Columns' section of this article for more information on the map columns page
Click ‘Import’ on the right side of the page
Video Tutorial
Importing Action Items
Step-by-Step Guide
Navigate to the Program Findings module
Click on the ‘Action Items’ tab
Click the plus sign on the top right side of the grid to create a new action item(s)
On the top right side of the pop-up screen, click ‘Import’
Now, in the dashed blue box, click ‘Choose Files’
Select the desired CSV file that features the desired action item(s)
Refer to the 'CSV Selection' section of this article for more information on the first page of the findings importer.
Click ‘Continue’
Refer to the 'Map Columns' section of this article for more information on the map columns page
Click ‘Import’ on the right side of the page
Video Tutorial
CSV File Selection Page (1)
The selected resource spreadsheet will be formatted in the blank spreadsheet on the bottom of the page after selecting a CSV file. One can use this to edit and/or confirm the resource(s) before importing them. One can also add an auto-generated header to the spreadsheet using the ‘Add Header’ button.
Column Mapping Page (2)
Use the column mapping feature to map out each column for the CSV spreadsheet, this allows the user to select the type of information that is included in each column of the spreadsheet. The columns in the spreadsheet will determine what information goes where when the resource is created.
Results Page (3)
The results page is used to view the resources after they have been imported and created. The resources are now included in the relative resource grids.