Import Skill Type

This feature allows for the importing of Skill Type information into the Unanet system.  This information is used in conjunction with the Skill Levels, Skills and Person Skill associations.  Skill Types are categories or groupings of skills.  When Resource Planners and Assigners search for available users to plan or assign, they have the option of searching by specific skills and/or skill types.

Roles

This screen is available to users having any of the following roles: Administrator and P&R Administrator

License

This feature is available with any Unanet edition.

Performance Tip Note:  Depending on the number of users in your installation and other factors such as the overall performance of your platform, the activity of importing one or many files may take up to several minutes.  Should this be the case with your installation, you may want to consider running these processes at non-peak times to minimize database contention.

 

Topics covered on this help page include:


Import File Record Layout

 

 

Field Header Name

Required/Comments

1

A

Skill_Type

ALWAYS REQUIRED. Unique skill type name.  

You can use the skill type import to update a skill type name by supplying the following syntax in this field.

"!RENAME!,old_skill_type,new_skill_type"  -- this entire string must be enclosed in double quotes.

For example, if you were attempting to change:

1) Existing Skill Type "Coder" to "Programming", the import file would include:
"!RENAME!,Coder,Programming"

Maximum Length: 50 characters

2

B

Description

This field is used to supply a description of the Skill Type being imported.  You can use the !BLANK! tag to remove an existing value.

Maximum Length: 128 characters

3

C

Delete

This field can be used to trigger the system to delete a skill type.  In order for the delete to happen, you must include the following text string !DELETE! in this field.  You will not be permitted to delete a skill type that has been referenced elsewhere in the system.

 

Note: Check out the Unanet Data model for specific field data types, lengths, and other attributes.


Import File Format

The file to import must be saved in a comma delimited format.   The fields can be enclosed in double quotes -- which would be particularly necessary should the data being imported contain commas.  

Importing a Sub-Set of Columns using a Field Header Record

If you are not using the default column layout sequence as defined above, you must include a header record (prefixed with an asterisk *), containing the column Header Names for those columns you are including in the import file (to indicated what data is contained in each column).  The specific Header Names for each column are listed in the table above.

Example:

#Delete example
*Skill_Type,Delete
Coder,!DELETE!


Excel Template

You can create the comma delimited import file with any number of tools.  For those interested in using an Excel spreadsheet to create the file, you can download an Excel Template with predefined headers and required fields noted.  

See the Excel Tips regarding the use of double quotes and more.


Import Screen

The Import Skill Type screen looks like:

Field Descriptions:

Field

Description

Type of Import

Select the appropriate import type from the list of available types of imports.

File to Import

Enter (or browse for) the file that you would like to import.

Output Options

Specify the level of detail included in the output.  

 

The import process is triggered by pressing the Import button.  All Warnings and Error messages are written to the screen and can then be saved if desired.  While some line items may be found invalid and rejected, the remaining line items will be successfully imported and saved in the database.  The rejected line items will be written out to a file on the Unanet server as well as displayed at the bottom of the user feedback screen.  The rejected record file name will be UnanetSkillTypeImportErrorxxx, where xxx is a randomly generated number.  The file will be placed in the Unanet temporary directory (which is defined by the Temp Directory (Fully Qualified Directory Name) (unanet.temp_directory) Unanet property).

Related Topics