Base Assessments

Template

Download the template provided below for bulk importing Base Assessments data.

393B
Base Assessments Bulk Import Template.csv

Using the Template and Importing Guide

  1. Fill out the template accordingly.

NOTE:

The 'Assessment Type' column in Column E is encoded based on the 'Code' field of each assessment code item added under the ASSESSMENT_TYPE Code Type Id set by your institution, see Edit Code Items. You can add more items to your assessment types as long as each type is unique.

  1. It is also recommended that you read the Base Assessments and the Base Assessments Record Type knowledge base to understand how this data sits in Paradigm.

  2. After you have completed filling out the template, it is important to note that the file MUST be converted into a CSV file [CSV (Comma delimited) (*.csv) format] first before you can proceed to import the data.

  3. If you are not familiar with the Import Wizard menu yet, it is recommended that you read through our knowledge base page on Import Wizard.

  4. When doing the import, the Object to choose should be the Assessment.

NOTE:

The Sample Data headings are designed to be the same as the Paradigm Field data column headings. Map them accordingly. Only map the required columns and all the other columns that you have data available.

Import Wizard selecting an object for importing Base Assessments

  1. In the EXISTING RECORD SEARCH section of the Import Wizard, there's no need to make any changes if you intend to add new assessments to base units. However, ensure that the source file is only run once to avoid creating duplicates.

  1. Set the "how do you want to handle matching records in Paradigm?" to Do Not Import (Only Create).

handling data matching records in Paradigm for importing base assessments

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