Use the Checklist Import feature in Standard Work/Document Center when you need to import a single checklist yourself. If you need to import multiple checklists, use the support-managed process described later in this article. Existing checklists can also be updated through the support-managed process when the checklist external ID for those records is included on the template.
Single Checklist Import (user-performed)
Please note: This option is limited to one checklist per import.
Under Option 1, there is a template for use for building your spreadsheet.
Preparing your Spreadsheet:
On your template, you'll see a top row with the 'Header' names.
Column A, 'Name': This column is the simply the name of the Checklist.
Column B, 'Description': This column is a brief description of what the Checklist entails.
Column C, 'Category Code': This column needs to be populated with the 'Category Code' for the Checklist to be associated with. Categories will need to be set up ahead of time, as this field is required.
Column D, 'Require Complete All': This column requires a yes or no response and is used when all questions must be answered to close the checklist.
Column E, 'Require Dispatch Closed': This column requires a yes or no response and is used when the checklist must be closed to complete and close the Dispatch it's tied to.
Column F, 'External I.D.': This column is another naming convention and can be the same as column one. If this is an update to existing checklists, the checklist will already have an external ID. You can find that ID when you export checklists from the Document Center.
Column G, 'Task Text': This column is the information that you want answered.
Column H, 'Task Type': Choose the answer type that fits the question. Available task types include text, date/time, dropdown, checkbox, input, yes/no, long input, and numeric.
Column I, 'Allow not Applicable': This option allows your users to not answer that question if it doesn't apply to the situation. The column needs a yes/no response.
Column J, 'Dropdown Values': This column is used when Column H is set to 'dropdown'. Enter the answer choices separated by commas. If you do not have any dropdown task types, enter 'None' in this column.
Column K, 'Reject Limit Low': This column is the low value required to launch a Dispatch for a Numeric Input question.
Column L, 'Reject Limit High': This column is the high value required to launch a Dispatch for a Numeric Input question.
Column M, 'Control Limit Low': This column is the low value for a lower control limit in a Numeric Input question.
Column N, 'Control Limit High': This column is the high value for the higher control limit in a Numeric Input question.
Importing your Spreadsheet:
Select the file you just created from the template and click 'Next Step'.
The next screen gives you an overview of the top three rows of your spreadsheet. There is also a dropdown to select sheets from the spreadsheet if the intended one is not the default.
Next, click 'Do Import'.
Once the import is complete, you'll see your import results. The results will let you know if the import succeeded or list any errors if it did not.
Multiple Checklist Import (performed by L2L Support)
Mass Upload
Use this option when you need L2L Support to process imports for multiple checklists. To request the template, send a message to support@leading2lean.com. Existing checklists can also be updated through this process when the checklist External ID for those records is included on the template.
Preparing your Spreadsheet:
On your template, you'll see a top row with the 'Header' names. These names will be used in the table mapping fields for the import. It's necessary that these names not be changed. The next row is a brief description of what information is to be populated in that column. The red boxes are the columns that are required in order for the import to work.
Column A, 'Name': This column is simply the name of the Checklist.
Column B, 'Description': This column is a brief description of what the Checklist entails.
Column C, 'Checklist I.D.': This column is another naming convention and can be the same as column one. Unless this is an updated checklist, then the checklist will already have an ID. You can find that ID when you export checklists from the Document Center.
Column D, 'One Task per Row': This column requires a yes or no response. Yes, is used more frequently and is for when you have listed one checklist item per row. No, is used when you have multiple tasks/ checklist items listed in a single row.
Column E, 'Task Number': This column is required if 'one task per row (column 4)' is true. You will need to put a number here for each task. If you have several tasks for one checklist, you'll list 1-X (the last number in your task list). For example, if you are creating a checklist with 5 tasks, you'll name column A, rows 2-6 the same, input yes for column D, rows 2-6; and list 1,2,3,4,5, for column E, rows 2-6. This will populate your checklist within L2L with 5 items to be answered for 1 checklist.
Column F, 'Task Text': This column is the information that you want answered.
Column G, 'Task Type': Choose the answer type that fits the question. Available task types include description, input, long input, yes/no, checkbox, dropdown, date/time, and numeric.
Column H, 'Allow not Applicable': This option allows your users to not answer that question if it doesn't apply to the situation. The column needs a yes/no response.
Column I, 'Dropdown Values': This column is used for the task type of 'dropdown' from column G. If you've selected dropdown, this is where you'll populate the answers to choose from using a comma. If you don't have any dropdown task types, enter 'None' in the column.
Column J, 'Category Code': This column needs to be populated with the 'Category Code' for the Checklist to be associated with. Categories will need to be set up ahead of time, as this field is required.
Column K, 'Require Complete All': This column requires a yes or no response and is used when all questions must be answered to close the checklist.
Column L, 'Require Dispatch Closed': This column requires a yes or no response and is used when the checklist must be closed to complete and close the Dispatch it's tied to.
Column M, 'Reject Limit Low': This column is the low value required to launch a Dispatch for a Numeric Input question.
Column N, 'Reject Limit High': This column is the high value required to launch a Dispatch for a Numeric Input question.
Column O, 'Control Limit Low': This column is the low value for a lower control limit in a Numeric Input question.
Column P, 'Control Limit High': This column is the high value for the higher control limit in a Numeric Input question.
Importing your File: