1.8.3 Exporting or Importing Records

To export or import records:

1. Click Export Case Creation Reason to download records available in the logged in user preferred locale.
   A csv file is downloaded to local system.
2. Click Import Case Creation Reason and select the file which is in the same format as that of the exported one with additional records or changes to the existing names. Once the file is successfully uploaded , the records are displayed on the Reasons for Case Creation grid.

   Note:

   For importing records successfully:

   • Logged in Locale must be same as Locale in the import file.
   • Risk Dimension Source Locale can not be empty.
   • Source Locale in the import file must be from the list of User Preferred Locale.