Export/Import Task List

Use the Task List Export/Import form to move Task List configuration between environments. The specific parameters of the export file may be defined as all Task Types or individually selected items. Selected items allows the user to include all or individual Task Definitions, Task Groups, Task Frequencies, Task Shifts, Task Associations, and/or Standing Tasks.

► Field Descriptions

Field	Description
Export Tasks
Export All/Selected Task Types	Select whether all task types (Task Definitions, Task Groups, Task Frequencies, Task Shifts, Task Associations, Standing Tasks), or individually selected task types should be included in the export file. If moving an entire configuration, it is best to select all. Note: When making incremental changes, it is recommended to select the specific task types to export where desired updates have been made. This will reduce the chance of including changes in the source environment that may not be ready or desired in the target environment.
Export Selected Task Items	Select this button to compile and save the export file.
Task Types to Export	When selected task types are to be exported, select which types to include form the multi-select list. Task Definitions, Task Groups, Task Frequencies, Task Shifts, Task Associations, and Standing Tasks are available options.
Export All Task Definitions	When Task Definitions is a selected type to export, choose whether to export all Task Definitions, or if only selected definitions should be included.
Task Definitions To Export	When only selected definitions should be included in the export, select which specific Task Definitions to include from the multi-select list of all available Task Definitions in the environment.
Export All Task Groups	When Task Groups is a selected type to export, choose whether to export all Task Groups, or if only selected groups should be included.
Task Groups To Export	When only selected groups should be included in the export, select which specific Task Groups to include from the multi-select list of all available Task Groups in the environment.
Export All Task Frequencies	When Task Frequencies is a selected type to export, choose whether to export all Task Frequencies, or if only selected frequencies should be included.
Task Frequencies To Export	When only selected frequencies should be included in the export, select which specific Task Frequencies to include from the multi-select list of all available Task Frequencies in the environment.
Export All Task Shifts	When Task Shifts is a selected type to export, choose whether to export all Task Shifts, or if only selected shifts should be included.
Task Shifts To Export	When only selected shifts should be included in the export, select which specific Task Shifts to include from the multi-select list of all available Task Shifts in the environment.
Export All Task Associations	When Task Associations is a selected type to export, choose whether to export all Task Associations, or if only selected associations should be included.
Task Associations To Export	When only selected associations should be included in the export, select which specific Task Associations to include from the multi-select list of all available Task Associations in the environment.
Export All Standing Tasks	When Standing Tasks is a selected type to export, choose whether to export all programs with Standing Tasks defined, or if only selected programs should be included.
Standing Tasks To Export	When only selected programs with Standing Tasks defined should be included in the export, select which specific programs to include from the multi-select list of all available programs with Standing Tasks defined in the environment.
Import Tasks
Select File To Import	Select this button to choose the import file.
Validate Import File	Select this button to have the system review the import file for errors prior to posting.
Post Import File	Select this button to post an error-free import file.
Validation Results	Display a window that shows the results of the validation scan.