Preparing a New Custom Question File for Bulk File Upload Process

Procedure

  1. Refer to the sample CSV file and instructions above, or to the equivalent information in the CRMS Help system for the Target > Import Custom Questions page.
  2. Use Excel or a generic text editor (such as Notepad) to open the sample file. Use this as a reference when you create your own file.
  3. Create a CSV file that contains your Question and Answer text and formatting instructions, and store the CSV file in a location on your computer.
  4. Locate and upload the CSV file by using the Browse and Upload options in the CRMS Target > Import Custom Questions page.