Importing New Records - Evaluations

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	Data	“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
Recd_Date	Yes	Data	“1/1/2000”	Date of when the scores are received.
Taken_Date	Yes	Data	“1/1/2000”	Date of when the evaluation is taken.
Comment	No	Data	“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	“1/1/2000”
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.	Data	“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.

Schedule Demo

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