Creating a New File Import Configuration

The instructions below describe how to create a new import configuration. For details on mapping the fields between the two modules, see Mapping Fields Between Modules.

Prerequisite: The 'Import FilesThe electronic record created when a user submits an incident report, such as a fall or medication error, or when a patient provides feedback. Some organizations refer to files as events, reports, or cases.' role function must be enabled.

To create a new file import configuration:

1. Click the Logged in as link and click Admin Center. Under the Library section, click the Import File Configuration link (not shown).
2. In the Import File Configuration dialog box, click Add. The Field Mapping Details area is cleared.
3. Choose the Import From module.
4. Choose the Import To module.
5. Note: Once the Import File Configuration has been saved you cannot modify the Import From or Import To fields.
5. In the Name field, describe what the import configuration will do. This is the value the end user selects when they try to import a file.
6. Click Save. An empty Field Mapping Details area appears.
7. Note: For information on adding the mapping details, see Mapping Fields Between Modules.