Import evaluations

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Import evaluations

Open the menu Settings > Data import

File format

Select the file format for this import: CSV file, Syfadis format, evaluations. 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, ratings and has the default value:

ExternalId;Name;Description;Goal;Code;GroupingCode;Duration.Scale;Length;Code;GroupingCode;TrainingThemes.TrainingTheme.ExternalId;TrainingThemes.TrainingTheme.Name;ImportLanguageCultureCode;ImportDomainExternalId;Import_PageDataCatalogCode

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

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

The "ExternalId" and "Name" fields 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 ID – not visible in the software, this is a technical identifier that allows updates to be made during successive imports.
Name	X		Evaluation Name
Duration.Scale			Estimated Time Scale – Possible Values: 1 = Milliseconds 2 = Seconds 3 = Minutes 4 = Hours 5 = Days 6 = Weeks 7 = Month 8 = Years
Duration.Length			Estimated time – decimal value > to 0)
Code			Evaluation code
GroupingCode			Grouping Code
TrainingThemes.TrainingTheme.ExternalId			Theme ID
TrainingThemes.TrainingTheme.Name			Theme Name
Language			Language of the evaluation – possible values (depending on the client platform): 0 = Undefined 1 = French 2 = English
ImportDomainExternalId			Evaluation Management Domain ID – if no value, this is the current domain considered

Additional column information

Estimated duration: If the duration is to be provided, you must fill in the 2 columns concerned, Duration.Scale + Duration.Length.
Theme: If the identifier defined in the file does not correspond to an existing theme in the application, the theme will be created, of course, in this case, you must fill in the name of the theme, otherwise the theme will not be created. If the identifier defined in the file corresponds to an existing theme in the application and the name entered is not the same, the theme will be updated with the new name entered.
Management area: If no value is entered in this column, the domain considered is the current domain when importing the evaluation. If an ID is entered but does not match a domain, the line will be treated in error – we do not create a domain. Alternatively, a PrimaryDomain.Domain.Code column can be used to make the association between the evaluation and an existing domain (changing the setting in this case).

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

Columns	Mandatory	Multiple Values	Explanation
Description			Evaluation Description
Goals			Evaluation Objective
Content			Detailed program
PriceByUser			Price per trainee
Category			Evaluation Category – Possible Values: 1 = Pre-training evaluation 2 = Post-training evaluation 3 = Satisfaction

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	Data Import Evaluations
ExternalId; Name; Duration.Scale; Duration.Length; Code; GroupingCode; TrainingThemes.TrainingTheme.ExternalId; TrainingThemes.TrainingTheme.Name; Language; ImportDomainExternalId; PageDataCatalog.PageData.Code

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