Import Questions

To import questions into Beacon, navigate to Manage > Question Library. first need to download the template file and save it to a convenient location.

  1. Click on 
  2. In the resulting window, click on Template in step 1 to download the template .csv file.

  3. Fill out the .csv file with all information to be imported.

    1. Ensure the file is saved as .csv with UTF-8 encoding or the import will not succeed.
    2. Questions can be imported into all document types that your organization may use. 
    3. There are few restrictions for each library and those restrictions mirror the setup of questions in each library.
    4. Each row in the file will be imported as one question with the appropriate settings. The table below is a guide for acceptable inputs in each column.
  4. Click browse to attach the .csv file then click the Import button to import the questions into the library.
Note: Use this page to upload excel files in old format. How to Import old excel files to Beacon


ATTENTION! 

When importing Questions to the library number of Tags, added to the question, is limited to 5.



Click here to watch the Importing Questions tutorial.



Tips:

  • Do not delete nor modify the contents of the header row from the template
  • Save the file as a .csv
  • If a column is Required, then the value must be present in each row.
  • Column A, C, and F are the bare minimum for an import


    ColumnEligible Value (pick one if multiple are listed)
    Note
    Template type/ Activity*The name in this field must be identical to the template type name for your Organization example: "LPA" / "5S" / "Safety" / "Blank" / "Scored" / "Customer Survey" / "Supplier Quality Audit" / '"Custom Template Type"Required
    TitleTextOptional
    Question*TextRequired
    ReasonTextOptional
    Reaction PlanTextOptional
    Response Type*"Pass_Fail" / "Score" / "Free_Form"Required
    Required"Yes" / "No"Optional, if blank then 'Yes' is selected
    Photo Input"Off'" / "Optional" / "Required" / "Required_Fail"Optional, if blank then 'Optional' is selected
    Mitigation"Off" / "Optional" / "On"Optional, defaults to 'On' for Pass/Fail and to ‘Off’ for Score if no value entered under 'Minimum Passing Score'
    Alternate Responsible Party"Off" / "On"Optional, defaults to 'Off'
    ScoreInteger (1-10)Required if Response type is 'Score', must be empty otherwise
    Minimum passing scoreInteger (0-Score)Optional, if empty then no pass range is defined. Must be empty if response type is not 'Score'
    tag1TextOptional, if the tag does not currently exist, then create it.
    tag2TextOptional, if the tag does not currently exist, then create it.
    tag3TextOptional, if the tag does not currently exist, then create it.
    tag4TextOptional, if the tag does not currently exist, then create it.
    tag5TextOptional, if the tag does not currently exist, then create it.
    ScopeTextOptional, must be one of the scopes listed under Admin> Organization> Scopes.