As a crisis task administrator, upload a spreadsheet of self-reported health statuses
to create crisis tasks in bulk.
You need a spreadsheet (.csv or .xlsx file) with data in the following columns:
Person, User name, and Health Status. You can download a template from the Import
Crisis Task Data data source record.
Role required:
sn_imt_quarantine.humanResourceTeam
The Bulk Import Crisis Task Data scheduled job is
installed with the Emergency Self Report application. When you upload the
spreadsheet, you can manually execute the job to import data into the Crisis Task table.
HR tasks and their associated crisis tasks are created for each user based on their
reported health status.
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Navigate to .
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Click the Import Crisis Task Data button.
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In the Scheduled Data Imports list, open the Bulk Import Crisis Task
Data scheduled data import job.
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In the Data Source field, open the Import
Crisis Task Data record.
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Click the attachments icon (
).
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Click Choose file and select the source Excel
file.
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Close the Attachments window.
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Click Update.
The Scheduled Data Import record appears with the
attachment.
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Click Execute Now.
The process runs in the background to copy data from the Bulk Import
Crisis Tasks table to the Crisis Task table.
Note: The number of records in the
source Excel file affect the time needed before the imported data is
available in the Crisis Task table.
Records are imported to the Bulk Import Crisis Tasks table
and copied to the Crisis Task table. New HR tasks are created with their associated
crisis tasks. Records are not copied to the Crisis Task table in the following
situations:
- The user name is invalid or blank.
- The health status is invalid or blank.
- The user has an active case.
- The user is a duplicate.
