Import assessment trainees

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Import assessment trainees

Open the menu Settings > Data import

File format

Select the file format for this import: CSV file, Syfadis format, assessment trainees. The import format is a CSV file -therefore in text format. The encoding is ANSI by default, but it can be changed.
Choose a separator for columns that can contain several values, by default this is the " | " character.
Choose the column separator character (usually a "," or "; ").
Check or uncheck the 2 options checkboxes:
- Import the first line of the file (which sometimes can be the labels of the columns).
- With preview of the result. This allows you to view the import prior to the actual import.
Options of responsibility of the operations. Check the boxes to enable import insertions (or creations) or updates for this import.

File contents

The columns that are considered in the file to be imported are defined in a configuration setting on the configuration page, Data Import > Evaluations node.

This setting is Column order for CSV file, Syfadis format, assessment trainees and has the default value:

ExternalId; User.User.ExternalId!; EvaluationSession.EvaluationSession.ExternalId!; SpecificStartedOn; SpecificFinishedOn

The order of the columns is important for the import mechanism!

For each line of the file, there are a few rules :

The fields "ExternalId", "User.User.ExternalId" and "EvaluationSession.EvaluationSession.ExternalId" are required otherwise the data is not imported (read).
The order of the columns is fixed. If you don't have any information to put in a column, you should leave it blank, don't delete it.

Here is a description of the columns provided for in the import file in the standard:

Columns	Mandatory	Multiple Values	Explanation
ExternalId	X		Evaluation registration identifier – not visible in the software, this is a technical identifier that allows updates to be made during successive imports.
User.User.ExternalId !	X		External identifier of the evaluator linked to the registration – read-only field, hence the special character '!'
EvaluationSession.EvaluationSession.ExternalId !	X		External ID of the assessment session associated with the registration – read-only field, hence the special character '!'
SpecificStarted On			Custom registration start date
SpecificFinishedOn			Custom registration end date

Here is a description of other columns that can be inserted into the import file:

Columns	Mandatory	Multiple Values	Explanation
StartedOn			Registration start date = session start date
FinishedOn			Registration end date = session end date
LmsProgress			Learner Progression – Possible values: 1 = Not started 2 = In progress 3 = Completed
LmsSuccess			Learner Success in evaluation: 0 = not known 1 = yes 2 = no
LmsTimeSpend			Time spent on the evaluation - decimal
CancelReason			Reason for cancellation of an evaluation registration – possible values: 1 = Postponed Session 2 = Profitability of the session 3 = Automatic cancellation 4 = Inadequate training 5 = Logistical problem 6 = Employee's unavailability
CancelDescription			Proof of cancellation
IsCancelled			Boolean – Cancellation or not of registration : 0 = no 1 = yes
IsCharged			Boolean – Billing or non-billing : 0 = no 1 = yes

Settings

The License

License Key: Module.Evaluation

Privileges

Privilege	Location	Scope
Import data (files)	Parameters	Application

Configuration settings

Configuration parameter	Location	Default
Column order for CSV file, Syfadis format, assessment registrations	Data Import Evaluations
ExternalId; User.User.ExternalId!; EvaluationSession.EvaluationSession.ExternalId!; SpecificStartedOn; SpecificFinishedOn

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