Follow the steps for Importing New Records
| Field |
Required |
Type |
Sample Values |
Notes |
| Person_Id |
Yes, if Person_First_Name, Person_Last_Name, and Person_Birthdate are not specified. |
Identifier |
“123” |
Id matches either and Inquiry Id or Student Id |
| Person_Type |
Yes |
Lookup |
“Student” or “Inquiry” |
|
| Academic_Year |
Yes |
Integer |
“20212022” |
|
| Evaluation_Type |
Yes |
Lookup |
“Applicant Interview” |
See Configuring Evaluation for more info. |
| Evaluation_Site |
No |
Datasource Data |
“Library” |
Admissions > Evaluations > Evaluation Types > Edit > Evaluation Sites |
| Read_Date |
Yes |
Date |
“2000/01/01” |
Date of when the scores are received. |
| Taken_Date |
Yes |
Date |
“2000/01/01” |
Date of when the evaluation is taken. |
| Comment |
No |
Text |
“abc” |
|
| Grade_Level_Id |
Yes, if Grade_Level_Code is not specified |
Identifier |
“1” |
Security > Maintenance > Grade Levels. |
| Grade_Level_Code |
No |
Lookup |
"01" |
Security > Maintenance > Grade Levels. |
| Person_First_Name |
Yes, if Person_Id is not specified. |
Lookup |
“John” |
|
| Person_Last_Name |
Yes, if Person_Id is not specified. |
Lookup |
“Doe” |
|
| Person_Birthdate |
Yes, if Person_Id is not specified. |
Lookup |
“2000/01/01” |
|
| Section1_Name |
No |
Lookup |
“Academic Assessment” |
See Configuring Action (Evaluation Sections) for more info. |
| Section1_Score_Topic |
Yes, if Section1_Name is specified. |
Lookup |
“Applicant Score” |
See Score Type for more info. |
| Section1_Score1 |
Yes, if Section1_Name is specified. |
Integer |
“5” |
|
| File_Name |
No |
File Name |
"Test1.pdf" |
The name of the file which corresponds to the row. |
Note: Section Name, Section Score Topic, and Section Score fields are repeated to allow additional evaluation score entry.