Creating an Import Package

Import packages are used as a way to add files to the RL6 database, or update existing ones, if desired. A vendor may be contracted to perform a series of patient surveys, for example, and File Interchange can be used to import the results into the RL6 database. These files can then be managed, if necessary, and analyzed with the RL6 Report Center.

Prerequisites: You must have the 'File Interchange' function enabled for your role.

To create an import package:

1. Click New on the File Interchange Packages page (page 1).
2. Select Import Package and click OK.
3. Complete the Package Name field and provide a Package Description, if desired.
4. Select the Module to which you will be importing.
5. Select the Import Type and complete import type-specific options:
   • Select File to designate a single RL-XML file for import when the package is run (page 1).
   • Select Folder to designate a folder from which to retrieve all RL-XML or CSV files when the package is run (page 1).
6. Choose the Effect of the data import on existing files:
   • Skip already existing files - files that already exist in the application will not be imported.
   • Update already existing files - files that already exist in the application will only be re-imported if they have been updated since last import.
   • Note: If this option is selected, you must also specify which fields should be updated on the Key Fields tab.
   • Selective Replace - you will be prompted to choose which files to re-import.
7. Choose if you want to Accept Unexpected Fields:
   • No - only fields specified on the Required Fields tab will be updated.
   • Yes - all fields will be imported.
8. Choose a File Default State for new file imports.
9. You can also choose a File Default Owner.
10. Click the Required Fields tab, and use the Field Selector to add the fields that must be populated in order for a file to be imported.
11. If you've selected the option to Update already existing files in step 6, click the Key Fields tab and choose fields to help identify which files are updated.
12. Add the import package to a schedule, if desired (page 1).
13. Note: This option is only available once the package has been saved.
13. Click Save.
14. Click Close

Note: To run the package, select it and click Run on the same page. You can then see the status of the package on the File Interchange Job Control page: see Managing File Interchange Jobs for more information.