Import allows you to download your incident register in tabular format.

 

Preparing the file

Before importing, make sure that the file meets the structure requirements. 

(do not delete)

n

last_name

first_name

email

event_date

source

plot

segment

involved

damage_caused

damage_prevented

damage_refunded

worked_receivables

fired_count

measures

note

what_happened

unit

notice_date

solution_date

ticket_category

related_tickets

criminal_case_count

(do not delete)

Number

Last name (Legal advisor) - Last name

First name (Legal advisor) - First name 

Legal advisor-

email-login

Event date (Offence date)

Source

A short plot of the offence

 

Segment

involved / Subjects of the offence

Caused damage in the system default currency

Prevented damage

Refunded damage

The number of spent receivables

Number of fired employees

Measures taken(Conclusions (measures taken))

Notes (Notes)

Detailed description

Unit

Notice date

Solution date

Violation category

Related cases

Amount of opened criminal cases

Format (do not delete)

Number

Text (Last name only)

Text (First name only)

name@domain.com

Date (d/m/year)

Text (values from the list)

Text

Text (values from the list)

Text syntax: [Involved1]"First name / Name", "Прізвище", "Last name", "ID", "Role in the accident";[Involved2]"First name / Name", "Last name", "Посада", "ID", "Role in the accident";

Number

Number

Number

Number

Number

Text ([measure1]; [measure2])

Text

Text

Text (values from the list)

Date (d/m/year)

Date (d/m/year)

Text (values from the list)

Text ([case number];[case number])

Number

 

Pay special attention to the syntax in the INVOLVED column.

[Involved1]"First name / Name", "Прізвище", "Last name", "ID", "Role in the accident";[Involved2]"First name / Name", "Last name", "Посада", "ID", "Role in the accident";

File format should be CSV - UTF-8

 

NOTE! 

  1. There should be no import syntax characters in the middle of the INVOLVED cell. It is better to replace the current syntax characters with a full stop (.).

  2. The name of your file will become the title of the Incident Report and the subtitle in the Case - Incident Information section. The name will include the row number in your table automatically.

Therefore, it is essential to name the file correctly. For example: “Imported incident”.

  1. UTF-8 encoding compatibility issues may occur between different operating systems. To prevent incompatibilities, download your file via Google Spreadsheet in "Comma Separated Values" format.



 

File Download 

Open Settings - Import


Drag and drop your prepared file 

 

The encoding is checked automatically. If it is correct, the number of rows (incidents) ready for import is displayed in the table below.

 

Incident download

Once your file is downloaded and recognised, you can start import by pressing the IMPORT button in the table.


The counter of recognized and imported rows will start to change.


  • "Complete" means that the incident was successfully imported and can be found in the case archive MENU-CASES-ALL CASES with the status "Closed - Measures taken".

  • "Errors" means that the information is saved as a draft of the Incident Report and requires your edits to register the case in the system.


 

Pay attention!

Errors include lines where:

  • Required fields for the Incident Report are blank. For example, the INVOLVED persons are missing.   

  • Values do not correspond to the expected values from the directories in the system — for example, an error in spelling the SECTION.