Importing a Code to the Code Organizer

Importing a Code to the Code Organizer

Purpose

  1. To demonstrate how to import a code tot he Code Organizer

Related Article

Video


Instructions


1. Click on Inspections.





2. Click on Code Organizer.


Click on Code Organizer.



3. Click on Import XLS.


Click on Import XLS.



4. Select Choose File and select the file you wish to import.


Select Choose File and select the file you wish to import.



5. Click on Import.


Click on Import.



6. After importing, this banner with the number of codes imported should appear at the top of the Code Organizer page.


After importing, this banner with the number of codes imported should appear at the top of the Code Organizer page.



7. Helpful Hint #1: Create an import template.
  1. Filter the Code Organizer and download it.
  2. Remove the data except for the top row.
  3. Save it for later use.
  4. Example Import Template is attached to this KBA, see file below.






8. Helpful Hint #2: Import a small sample (like a few rows) to ensure your data is being imported as you expect it to. Then go big.



9. Helpful Hint #3: If you made a template (Helpful Hint #1), delete or leave the Status Code column empty. All imported codes are set to Active status.



10. Helpful Hint #4: Tags and Standard Remarks cannot be imported. Tags and Standard Remarks have to be manually added to each code.






11. Duplicate Code Import error message. Three options are present if you are importing duplicate codes.
  1. Update/overwrite existing records.
  2. Reject duplicate rows, import new ones.
  3. Cancel the operation.
  4. File with duplicate codes will be downloaded
Duplicate Code Import error message. Three options are present if you are importing duplicate codes.



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