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.
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.