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Importing Assignment-Related Data

This topic is part of Exporting and Importing Assignment-Related Data.

Follow the procedure below to import assignment-related data from a spreadsheet file you previously exported and modified.

To import assignment-related data from a spreadsheet file

1. Review Preparing Assignment-Related Data for Import and related topics.
2. Navigate to one of the views that supports importing assignment-related data.
   • To import data for positions and associated skills and skill items, navigate to the Administration - Group screen, Positions view. Drill down on a position record to go to the list view and display associated skill and skill item data. Note the button in the top applet labeled Import Skill Data.
   • To import data for a single assignment rule and associated criteria and criteria items, navigate to the Administration - Assignment screen, Assignment Rules List view. Drill down on an assignment rule record to go to the form view, then click the Criteria tab to display associated criteria. Note the button in the top applet labeled Import Assignment Data.
   • To import data for a single assignment rule and associated position candidates, navigate to the Administration - Assignment screen, Assignment Rules List view. Drill down on an assignment rule record to go to the form view, then click the Position Candidates tab to display associated position candidates. Note the button in the top applet labeled Import Assignment Data.
3. Click the appropriate import button (noted in Step 2) to begin the process of importing data.
4. In the dialog box that appears, click Browse to specify the location of the spreadsheet file you are importing and to select the file.
5. (Optional) Enter some descriptive text for the Import Process Description field. This value is helpful if you need to review log data from the import operation.

   NOTE:  In the Transaction Logs view, in the record associated with the import operation, the Description field contains a string that is derived from the string value you provided in the Import Process Description field. For more information, see Transaction Log Data for Export and Import Operations.

6. (Optional) Specify the number of records to be skipped.

   Use this option when the import file contains records at the beginning of the file that you need to skip when importing the file data. For example, if you do not want to import the first four records, specify 4.

7. (Optional) Specify the number of records to be processed.

   Use this option (optionally along with the option for the number of records to be skipped) when the import file contains records at the end of the file that you need to skip when importing the file data. For example:

   • If the import file contains 10 records and you want to import the first four records only, specify 4.
   • Or, if the file contains 14 records, you are skipping the first four records, and you want to import records 5 though 10 only, specify 6.
8. Click OK to begin importing. Or click Cancel to cancel the import operation.
9. Validate that the data from the spreadsheet file was successfully imported into the application.

   Also review the transaction log to verify that the operation was performed as expected. To do this, navigate to the Administration - Assignment screen, Transaction Logs view. The transaction log contains data about failed records, skipped records, processed records, and so on. For more information about data displayed in this view, see Transaction Log Data for Export and Import Operations.