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Common usage details for the templates are that due to inclusion of the following Data Validations please follow these conventions:
- Basics
- Start with a fresh .xls Template for each import
- This insures that the Data Validation and formulas for auto-populate are correct for each Import
- Save the completed Template as .cvs before importing
- NOTE: This is a common step to forget and if you try to import a .xsl file it will cause an immediate "error" when importing, so check that first if you have a problem
- While editing the Template do not delete entire Rows or Columns
- This is due to the Data Validation, if you delete rows some of the valid choices will be deleted
- If you delete an entry in a cell that was auto-populated, you may lose the formula. These formulas are not essential for importing, but are helpful to avoid typos or other errors
- You can use the Delete Key to clear the contents of individuals cell or cells but do not delete entire rows or columns
- Start with a fresh .xls Template for each import
- Templates contain Data Validation for several columns that are found on several of the templates end users avoid errors and streamline completing the spreadsheets.
- All templates - Context
- Drop down of all valid Contexts
- Import DEC and Import VD
- Drop Down of the Standard Conceptual Domain Names, the CD ID will automatically populate
- Import Value Domain
- Drop Downs for Format, UoM, Datatype, and Type (Enumerated/NonEnumerated)
- Import Designations - this is used to import the "USED_BY" designation as well as all AI types for Data Elements, Data Element Concepts, Value Meanings and Value Domains
- Drop Downs for AI type, Alternate Name, Alternate Name Type, Alternate Name Context
- For Alternate Name, when the Alternate Name Type is "USED_BY" the Alternate Name will automatically populate the selected Alterante Name Context
- Import PV/VM
- Drop Down for VM String Type
- Drop Down for optional VM Alternate Name Type
- All templates - Context
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