Data Management

Creating Data Checks

1. On the homepage, click Data and select Data Checks.

2. Click CREATE NEW CHECK.

3. Fill in the New Data Check form provided and click SET UP VALIDATIONS.

4. Click MANAGE and select Build Validations

Editing a Data Check

1. On the homepage, click Data and select Data Checks.

2. Select the data check that you want to edit.

3. Click MANAGE and select Edit.

4. Fill in the form provided with the relevant updates and click UPDATE.

Sharing a Data Check

1. On the homepage, click Data and select Data Checks.

2. Select the data check that you want to share.

3. Click MANAGE and select Share.

4. Select the organization and/or the group you want to share the data check with and click SHARE.

Importing Data Source

1. On the homepage, click Data and select Import.

2. Click ADD DATASOURCE

3. Select the intergration method/type and click Next.

4. Select the level of rejection and click Next.

5. Select the mapping mode, category anf file format and click Next.

6. Select the file to upload and click Test.

7. The system will verify your upload. If the verification is successful, click Next.

8. Activate your data source to make it accept data and be used for reporting and click Finish.

Inserting Data

1. On the homepage, click Data and select Import.

2. Select the data source to which you want insert data.

3. Select the file that contains the data you want you insert and click Upload.

4. Once the data insertion is complete, you can click DOWNLOAD to download your data

Viewing Data

1. On the homepage, click Data and select Import.

2. Select the data source you want to view.

3. Click DATA and select View data

Editing a data source

1. On the homepage, click Data and select Import.

2. Select the data source you want to edit.

3. Click MANAGE and select Edit Source.

4. Edit the Data Source name and click NEXT.

5. Select the level of rejection.

6. Select the mapping mode, data category and data file format.

7. Select the file to upload and click Test.

8. The system will verify your upload. If the verification is successful, click Next.

9. Activate your data source to make it accept data and be used for reporting and click Finish.

Deleting a Data Source

1. On the homepage, click Data and select Import.

2. Select the data source you want to delete.

3. Click MANAGE then click Delete Source

Hint

If you had inserted data, you will have to delete the data before you can delete the data source.