New article
Recently updated
Configuring a Scheduled Import for Tasks (Excel)
Who is this article for?
Users responsible for managing bulk updating task / action properties.
Performance Modeller or Model Administrator permissions.
No specific version of the application is required. This is 'Base functionality'
1. Access Healthcare Guardian Administrator
- From any page click the Send to Menu icon and select Open Admin
- Open Data Sources
Select Scheduled Import
2. Identifying and Locating the Source File
Click Browse
- Choose the excel file to use as the import source (or click + to add your file for External Data Library)
- Click OK
- Select the worksheet that containing the source data to import. (Please note if there are multiple worksheets, Healthcare Guardian will require a scheduled import configured for each worksheet)
- Click Preview and Configure
2. Configure the Scheduled Import
- Click 'Row' to select all columns or Hold Ctrl and select columns individually
- All selected columns will display with an Orange Border
- Click Task
- Click Generate mappings now
- Click Save & Import
| Field Groups | |
|---|---|
| Task Name | Name of the task action |
| Performance Scheme | Set / update the Performance scheme for the tasks / actions |
| Period Comment | Add period comments against tasks / actions |
| Association | Create / delete relationship between tasks / actions with other objects |
| Fields | |
|---|---|
| Object Description | Set / update the task description (1000 characters) |
| Object Due Date | Set / update the task due date |
| Object End Date | Please see below "Task Estimated Completion Date" |
| Object Permissions - Author | Set / update the author permissions for the task |
| Object Permissions - Edit | Set / update the edit permissions for the task |
| Object Permissions - Value Entry | Set / update the value entry permissions for the task |
| Object Permissions - View | Set / update the view permissions for the task - everyone can view (default) |
| Object Start Date | Set / Update the task start date |
| Org Unit | Set / update the Org Unit for the task (if applicable) |
| Owner | Set / update the employee's name who is the owner of the task |
| Percentage Complete | Set / update the task's percentage completion rate |
| Planning Pattern | Set / update the expected update frequency of the task |
| Preceeding Task | Help Centre Task Example (Preceding Action) |
| Priority | Set / update the priority of the task |
| Property Aggregation | Derives information from child tasks if appliable (Dates & Progress) |
| Requestor | Set / update the employee's name who is the requestor of the task |
| Stage | Set / update the stage of the task |
| Task Estimated Completion Date | Set / update the task Completion (est) |
| Task Name | Please see above "Task Name" |
| Task Performance Scheme | Please see above "Performance Scheme" |
| Task Re-Name | Update the name of the task (100 characters) |
| Task Type | Set / update the task type - e.g. Extended or Minimum |
| Type | Set / Update the type of task - e.g. Key Action (default), Issue, Crisis |
3. Creating / Deleting Associations (Relationships)
- Click Association
- Define the Object Name
- Define the Measure Name
| Object Name | Name of the object the task should be associated with |
| Measure Name | Name of the measure the task should be associated with - e.g. Status (default) |