Data from Dynamic Form Checklists on Schedules / ECHs can be exported in Excel format. The export is useful for additional data analysis in Excel. Also, the exported sheets can be used to update / add additional data and then be imported back into IMS, i.e., this way you can make bulk updates to your Checklists.
Exporting Dynamic Form Checklists
Export Formats
You can export Checklist data in one of two formats:
Checklist: Data are arranged with one Question/Field per row.
Example of Checklist export.
Pivoted Checklist: Data are pivoted so that Questions/Fields are columns, sorted by sequence.
Example of Pivoted Checklist export.
Exporting Checklist Data from the Schedules / ECH Main Screen
To export your Checklists:
Open the Schedules / ECH Main Screen.
Select the desired Schedules / ECHs.
In the toolbar click the Export button.
Click here to export in your desired format.
Exporting Dynamic Forms Checklist Answers
Exporting Checklist Data from the Dynamic Forms Interface
You can also export the data collected with any Dynamic Form directly from the Dynamic Forms wizard.
To export Collected Data from the Dynamic Forms wizard:
Select the desired Dynamic Form from the Main Grid.
Select the Collected Data tab.
Select the Answers tab.
Click Export.
This option will only be shown when there are more than 100 records associated with the selected Dynamic Form Checklist. All of the Collected Data will be exported.
Dynamic Forms Collected Data export.
Importing Checklist Data
Sometimes it is desirable to import Dynamic Form Checklist data collected or otherwise prepared using tools outside of IMS. Your Dynamic Form Checklist data can be imported into IMS via the Import Wizard in Settings \ Data Transfer \ Import Data. This can be accomplished from two separate locations:
Single Import Tab
To import data for Schedule Dynamic Forms or Condition History Dynamic Forms:
Navigate to the Import Wizard located in Settings \ Data Transfer \ Import Data.
Download an import template by clicking the Template button next to the type of Checklist Data you want to import.
Fill in the Excel template with your desired data.
Click the green Browse button to select your Import Template.
Follow the Instructions to import the data.
Note: Rows for which the Value column is empty, will be skipped by the importer, so not all Checklist questions need to be answered for this import to work.
Import Checklist Data for Schedule or Condition History Dynamic Forms
Custom Import of Dynamic Forms Checklist Data
Downloading a Custom Template for Dynamic Forms Checklist Data
To download a Custom Template based on a Dynamic Forms Checklist:
Navigate to the Versions and approval tab in the Dynamic Forms Wizard.
Download a Custom Import Template.
Download an Import Template for your Dynamic Forms Checklist
After you have downloaded an Import template or have exported data from your Dynamic Form, an entry will be created in the Custom imports tab of the Import Wizard.
An Import Type has been created for each Downloaded Dynamic Form Import Template
Importing Dynamic Forms Checklist Data
To import your Checklist data:
Using the template you downloaded in the previous step, fill in the data that you wish to import into your Dynamic Forms Checklist.
Navigate to the Import Wizard located in Settings \ Data Transfer \ Import Data.
Open the Custom imports tab.
Click the green Browse button to select your Import Template.
Follow the Instructions to import the data.
Note: Rows for which the Value column is empty, will be skipped by the importer, so not all Checklist questions need to be answered for this import to work.
User Instructions
To learn more about using the Import Wizard, see: Importing Data via Settings.