7.3 Import Workbooks

This task is used to Import completed Workbooks following Endorsements/Validations.

Additional Columns are able to be included in the Table by using the Columns Button and then selecting the extra columns required:

On this page:

File	The name of the file for which a previous import was attempted
Status	The status of the import
Imported By	The name of the Assessor that was assigned
Imported On	Date/Timestamp of the final import status
Progress	The % progress of the import
Message	Message indicating outcome of the import
Started On	Date/Timestamp of the import start
Finished On	Date/Timestamp of the import completion
Download	Link to Download a copy of the Workbook shown in File
Batch	Batch Number (Not currently provisioned)
Approval	The approval status of the Workbook Import. Approved - Successfully Imported Workbook Error: xxxxxx - Reason for the failure of the approval - See Message Pending - Approval pending - See Message

The table can be sorted on all columns and there is Search capability

Import Workbooks (Standard) Step-by-step guide

Select the Assessor you wish to Import (Upload) the Workbooks for:
- Notes:
  - If an Assessor has already been assigned via Assign Endorser/Validation Roles the person selected MUST match that person who will be documented in the Workbook
  - If an Assessor was not previously assigned, the Workbook will be automatically assigned to the Assessor selected below
  - The Assessors details are included in the Endorsed/Validated Profile reports/certificates
- Select the Assessor from the drop-down list:
  - e.g.
A Select Files button will appear once an Assessor has been selected
Press the Select Files button and use the dialogue to select all the Workbooks you wish to import for the assigned Assessor
- Note: You can import more than 1 Workbook provided they are all for the same Assessor.
Proceed with the Import

The Individual AND the Assessor MUST have been created in the relevant workspace via the Load/Edit Individuals Details
Download a copy of the Endorsed Profile Template using the Download Template button
Have the Assessor complete the Endorsed profile template for the individual
1. Notes:
  1. We recommend you use a naming convention of the workbooks.
  2. The Workbooks do contain and instructions page and fields are validated.
  3. ALL green cells must have been completed together with the relevant list of Skills.
  4. They MUST include the email of the Individual and Assessor on the Profile sheet.
  5. They must set the Status to Approved.
You can now Import the workbook as per the instructions for the Standard above, ensuring the Assessor selected is the same as the one documented in the Workbook