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You can import the "USED_BY" designation as well as the following AI types: Data Elements, Value Meanings, and Value Domains.

  1. Log in as described in Logging In.

  2. Download the designation import template. (Start with a fresh template for each import.) 

  3. (When opening your copy of the template, select Enable Macros? TBD)

  4. Populate your file with information about the designations that you want to import. The following table provides instructions for each column in the designation import template:

    Column NameInstructions
    Do Not UseLeave empty. 
    Batch UserEnter a batch user name in each row. You can provide any text in this column. The system does not validate this column. 
    Batch NameEnter a batch name in each row. The combination of Batch User and Batch Name must be unique.
    Seq IDSpecify a unique sequence ID in each row.
    AI Public IDSpecify a public ID for the administrative item into which you want to import. Make sure the AI Long Name and AI Type match this public ID. 
    AI VersionTBD
    Optional AI Long NameTBD
    AI TypeEach cell in this column has a drop-down list of administrative item types. Select a value from that list. 
    Alt Name LangEach cell in this column has a drop-down list of alternate name languages. Select a value from that list. 
    Alt NameSpecify an Alternate Name. When the Alternate Name Type is USED_BY, the Alternate Name must be the same as the Alternate Name Context.
    Alt Name TypeEach cell in this column has a drop-down list of alternate name types. Select a value from that list. 
    Alt Name ContextEach cell in this column has a drop-down list of all valid Contexts. Select a value from that list. 

    As you populate your file, keep in mind the following points:

    • You may add additional columns to your file for taking/keeping notes after the last template column, but the column names must be unique.

    • You can use your Delete key to clear the contents of one or more individual cells, but do not delete entire rows or columns. 

  5. Save the file as CSV. 
  6. From the Manage menu, select Manage Data. The Manage Data page appears. Select Designation Import. The Designation Import page appears. (For instructions on adding this page to your favorites, refer to Managing Favorites.)
  7. From the Import menu, select Data Object Import. 
  8. Import the file, as described in TBD.

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