Assessments Bulk Import

Users are now able to import answers to assessments in bulk. The imported assessments will be imported as In Progress.

Important:

When importing the assessment, all imported answers must be in row 5 of the Excel spreadsheet.

To bulk import assessments

  1. On the Global settings menu, select the Import templates tab nested in theData import side menu.

    The Import templates screen appears.

  2. Click the Download template button on the Import assessments template.

    The Download an assessment template modal appears.


    Download template button on the Import assessments template
  3. Select the template you want to download.
  4. Click the Download button.
  5. Select the Notification icon Notification icon.

    The System Notifications and Subtasks screen appears.

  6. Select the template link in the description column.
    Note:

    The Bulk Assessment Import will be downloaded to your computer and you can then access it through Excel.

  7. Click the Close button.
  8. Open the Excel file on your computer, configure the fields on your assessments.
    Note:

    User responses to the imported assessment must match the responses provided to them in the Assessment Response Options tab. The answers are case sensitive.

    Note:

    When you use the Assessment Import template to create an assessment with an inventory question that allows multiple selections you must enter responses for its linked attribute questions in the following format: <Inventory name> | <Organization> | <Attribute response>.

    For example, <INV123 Budgeting> | <Gilbert Hughes Bank> | <No, they are not business critical>.

  9. Save the Excel file on your computer.
  10. On the Data import menu in Global settings, select Bulk import.

    The Bulk import screen appears.

  11. Click the Bulk import button.

    The New import modal appears.

  12. Complete the fields, for more info, see New Import Screen Reference.
  13. Click the Submit button.

New Import Screen Reference


Bulk assessment import screen
Field
Description
Import name

Enter the name of the assessment import.

Import description

Enter a description of the assessment import.

Import type

Select Import assessments.

Template

Select the assessment template used in the import.

File

Select the file you want to upload.