Overview
This article guides an admin through the process of using the measures import tool. This feature allows top-level administrators to import measures for all organizations and programs across the institution at once.
Import Measures
- From the navigation menu, select Organization Management.
- Click Import.
Select Import Measures.
Prepare Your Import File
A pre-formatted CSV template is available for download on the import page. Using this template helps ensure the data is in the correct format for a successful import.
File Requirements
- Only .csv files are accepted.
- The system checks for correct column headers and required fields.
- The import will fail and display an error message if the file is an invalid type or contains validation errors.
Note: "Organization" is an umbrella term that includes all organizational levels, such as units, departments, and programs.
Adding Measures to Past Plans
To add measures to a past plan, specify "Yes" in the designated column within your import file.
Upload and Process the File
- Select the completed .csv file.
Click Upload to begin the import process.
- After a successful upload, a processing window will appear, followed by a confirmation message.
Note: Simultaneous imports for the same organization are prevented. If an import is already in progress, a message will display the current uploader's information.
View Imported Measures
Successfully imported measures are visible in the following locations:
- Manage Measures section under the associated outcome.
*Note: Measures will not auto-populate all plans. They will need to be selected from the Measure Library and pulled into a plan.
Error Messages
The system displays specific error messages if required fields are missing, or if there are invalid organization codes, outcome titles, measure methods, outcome types, or character limits.