What are the data import rules for importing Checklist questions?

These are a number of data import rules that apply to importing Checklist questions that you should be aware of:

Field Name	Description	Data Rules/Values
Name	The name of the question	Free text field with character limit of 255 characters
Type	Select the type of answer you expect from the question, depending on what you select you may need to complete additional columns	Short Text Long Text Single Select Multi Select Numeric Date Time URL Attachments Address Scale Hierarchy Instructions Email Signature Yes/No
Instructions	Enter the instructions for the question that you wish to see on the Checklist	Free Text
Category	Select the question category the question belongs to.	Question categories are set up by the administrator. If you leave this blank, it will remain uncategorised.
Answers	Single or Multi-select values	Enter values of the single select or multi-select field, separated by commas.
Answer Colour	The colour for the answer if the display type is buttons	Enter the colours hex value separated by a comma. Eg. #CD5C5C, #0d4eb8, #0d4eb8
Display Type	Type of display for single or multi-select fields	Dropdown Check Boxes (for multiselect field values) Radio Buttons (for single select field values)
Display Columns	How many columns should the single or multi-select values appear in. This is only relevant where Check Boxes or Radio Buttons have been selected.	1,2,3,4,5,6 etc.
Lookup type	If this question goes to either the Entities, Contacts of Location database – type in the name of the database that needs to be accessed.	Location Entity Contact User Business Unit Program Folio
Scale 0 to	Only for Scale based questions, the end point of the scale (eg; type in 5 for a scale of 0 – 5)	Default value is 5 – any other numeric value (other than 0) is acceptable.
Scale Step	A value of 1 in a scale of 0 = 5 will mean the user can select 0, 1,2,3, 4,5 as permissible answers. If the value is set as 5, then only 0 to 5  can be selected.	1, 2, 3, 4, 5 ,etc
Scale Default Response	If no response is selected, what should be the default selection. The Scale Start will mean 0, the end will be maximum value.	Scale Start Scale End
Is Currency	Answer yes if it is currency, otherwise leave blank	yes
Is Percentage	Answer yes if it is percentage, otherwise leave blank	yes
Decimal Places	Default if this is left blank is 0.	0,1 or 2
Evidence/Comments	This field allows users to hide the Evidence and comments fields on a per question basis. If this has already been turned off for the whole checklist, the field must remain blank.	yes no
Can Add Actions	Whether the user filling in the checklist will be able to add actions to the question.	Yes No
Mandatory	Whether or not the checklist question is mandatory.	Yes No
Section	The name of the section you want the field to appear in, This can be a new section or an existing section on the template.	Section Name
Table	The name of the table you want the field to appear in, This can be a new table or an existing section on the template.	Table Name

For Indicator Questions the following import rules apply: 

Field Name

Description

Data Rules/Values

Is Indicator

Is the question an indicator quesion

Yes

No (empty defaults to no)

Score

The score for each answer of the single/multi select question. 

Each score should be separated by a comma, and should match your answers in the Answers column. 

Eg

Answers	Scores
Sydney, Melbourne, Canberra, Brisbane, Hobart	1,3,4,3,2

Will result in Sydney having a score of 1, Melbourne’s score being 3, Canberra being 4 and so on. 

You can also write the text "No Score" for any answer that does not require a score in lieu of a score

Max Score

If you want to set the max score for the question, set it up here. 

Enter a numeric value. 

Threshold - Red

The rule to determine if the question falls into the red threshold

If the red threshold should be that all scores under 5 are red 

< 5

If the red threshold should be that all scores over 10 are red

>10

Threshold - Red - Comments Required

If the score is in the red threshold is the user required to provide a comment

Yes

No

Threshold - Amber - Comments Required

If the score is in the amber threshold is the user required to provide a comment

Yes

No

Threshold - Green

The rule to determine if the question falls into the green threshold

If the green threshold should be that all scores under 5 are red 

< 5

If the green threshold should be that all scores over 10 are red

>10

Threshold - Green - Comments Required

If the score is in the green threshold is the user required to provide a comment

Yes

No