Applicable Product:

Peoplefluent Learning

Applicable Version:

All Versions

Summary:

Questions can be imported and updated via the Questions CSV Data Loader, allowing questions to be reviewed, approved, rejected or retired offline instead of in the Question Editor. Importing questions via the data loader is useful for adding questions or making updates in bulk.  It is also helpful to allow subject matter experts who do not have access to the LMS to review questions and supply answers. In this topic, we focus on importing question data.  For information about creating and managing questions in the Questions Manager, please see Create and Manage Questions.

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 or Export the CSV Import File

You have two options for creating a new CSV Import File.

• Download the CSV template - This option will generally be used when you are simply adding new questions.  

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

• Export existing questions to a CSV file - This option is useful if you are making updates to questions, as well as adding new ones. The file is exported in the same format as the CSV template. 

1. Go to Manage Center  Learning Exam and Question Manager Questions. 
2. If necessary, filter the list of questions to select only those that you need to export.
3. Click Export to CSV. A file named Questions.csv is downloaded to your browser's default downloads location.

Prepare the File for Import

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

Some of the fields are mandatory, depending on if you are adding or updating fields:

• When creating a question, the mandatory fields are Action, Question ID, Question Type, Question and Correct Answer.
• When updating a question, the the mandatory fields are Action and Question ID

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 the CSV File

To import questions via the Question CSV Loader

1. Go to Manage Center  Learning Exam Utilities Question CSV 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. If you are importing new questions, select the permissions to assign to all new questions. Select Public to give unrestricted access to users in all organizations in the LMS, or Private to give unrestricted access only to the question owner specified in the CSV file. 
7. If you are importing new questions, select the default question status.
8. 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.
9. Click Upload to import the CSV file. The Summary Report shows how many records in the file were imported successfully and how many failed.
10. If any records failed to import, you can go back to the Question CSV 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.