Applicable Product:

Peoplefluent Learning

Applicable Version:

All Versions

Summary:

In this topic, we focus on creating question pools in bulk.  For information about managing question pools in the Question Pools Manager, please see Configure and Manage Question Pools.

Note: This is used primarily for data migration, not necessarily for ongoing support.  It includes the ability to move a child pool from one parent to another.

Important Information: To import questions you must have read-only or unrestricted access to the Exam and Question Manager feature and unrestricted access to the Data Loader feature in System Roles (Manage Features Exam Manager Features).

Download the CSV Import File

To download the CSV import file:

1. Go to Manage Center  Learning Exam Utilities Question Pools Data Loader.
2. Download the CSV file template. 

Prepare the File for Import Prepare the file for import by entering the necessary values in the fields. Please see Question Pools Data Loader Field Reference for detailed information about the fields.  Or, you can click the CSV Formatting Help link for guidance on each field.

The lower number “level” columns must be populated if a higher level number is being added, updated, or deleted. For example, Levels 1 and 2 are required if Level 3 is the pool to which the action applies.  All other columns are optional.

Note that CSV files are likely to be opened by Microsoft Excel if it is installed on your system. If you encounter any problems with importing a CSV file into the LMS, it could be caused by Microsoft Excel applying extra formatting to the file. Alternatively, you can edit CSV files in a text editor instead of Microsoft Excel. The data should conform to the formatting required by the template as specified in the corresponding CSV Formatting Help.

Important Information: If the values for text area fields include punctuation, these fields must be enclosed in double quotation marks (" "). Do not include commas or semicolons in other fields as they could be interpreted as a field delimiter (depending on your choice of delimiter at import).

Import Question Pools Data

To import question pools data:

1. Go to Manage Center >Learning Exam Utilities>Question Pools Data Loader.
2. Click + Import CSV file.
3. Click Choose File to select the CSV file to upload.
4. If your CSV file was saved with a specific file encoding the LMS can automatically detect it, otherwise you can select it from the list.
5. Select the delimiter used to separate fields in your CSV file. This can be a comma or a semicolon.
6. Click Preview. The contents of the CSV file are shown in the Data Loader page so that you can review the data before importing the file.
7. Click Upload to import the CSV file. The Summary Report shows how many records in the file were imported successfully and how many failed.
8. If any records failed to import, you can go back to the Permissions Data Loader  page and click the CSV Error Report link for the failed import. The error report downloads to your desktop as a copy of the imported file that includes the error message.