What Are the Rules for Bulk Importing Checklist Questions in Assurance

These are a number of data import rules that apply to importing Checklist questions that you should be aware of:

Field Name	Description	Data Rules/Values
Name	The name of the question.	Free text field with character limit of 255 characters.
Type	Select the type of answer you expect from the question, depending on what you select you may need to complete additional columns.	Short Text Long Text Single Select Multi Select Numeric Date Time URL Attachments Address Scale Yes/No
Instructions	Enter the instructions for the question that you wish to see on the Checklist.	Free Text
Category	Select the question category the question belongs to.	Question categories are set up by the administrator. If you leave this blank, it will remain uncategorised.
Evidence/Comments	This field allows users to hide the Evidence and Comments fields on a per question basis. If this has already been turned off for the whole checklist, the field must remain blank.	yes no
Is Currency	Answer yes if it is currency, otherwise leave blank.	yes
Decimal Places	Default if this is left blank is 0.	0,1 or 2
Lookup Type	If this question goes to either the Entities, Contacts of Location database – type in the name of the database that needs to be accessed.	Entity Contact Location Business Unit User
Display Type	Type of display for single or multi-select fields.	Dropdown Check Boxes (for multiselect field values) Radio Buttons (for single select field values)
Display Columns	How many columns should the single or multi-select values appear in. This is only relevant where Check Boxes or Radio Buttons have been selected.	1,2,3,4,5,6 etc
Answers	Single or Multi-select values.	Enter values of the single select or multi-select field, separated by commas.
Scale 0 to	Only for Scale based questions, the end point of the scale (eg; type in 5 for a scale of 0 – 5).	Default value is 5 – any other numeric value (other than 0) is acceptable.
Scale Step	A value of 1 in a scale of 0 = 5 will mean the user can select 0,1,2,3,4,5 as permissible answers. If the value is set as 5, then only 0 to 5  can be selected.	1,2,3,4,5 etc
Scale Default Response	If no response is selected, what should be the default selection. The Scale Start will mean 0, the end will be maximum value.	Scale Start Scale End
Mandatory	Whether or not the checklist question is mandatory.	Yes No