Data import load process

This page allows the parameters for a New question or Time and cost journal data import to be set.

For full details of how to use the functions provided from this screen click here.

The parameters to be set are:

Import type: Choose Questions to import a file of question data – such as might be imported in relation to a historical data import,
or, Journal entries (time or cost) to allow COUNT compliant reports of time or cost usage (such as from online database vendors).

Mode: Choose Test to see the results of applying your file without actually updating the database with that data,
or, Choose Load to apply the data in your file to the database.

Numbering system: When applying Questions data this allows you to choose whether the new questions will be added starting at the next number to be used (current), or whether they will be added using a different numbering sequence Historical).

Prefix and Seed: If you choose Historical at Numbering system, these parameters allow you to specify the prefix and starting number to be used for the first Question loaded.

Request form: Select the request form that will be used to load the questions in your data file.  This will control the labels that will be used when viewing question loaded from this data file.

Allocated staff: The staff member to whom this question is currently assigned.

Files: This area shows files that have been loaded and are ready to be applied using this process.