Create an Import template

Permissions

You will require an Access Role with the following permissions:

• Imports/Exports

1. Navigate from the Home page to Administrative Settings | Imports/Exports | Import Templates.
   
   
2. From the Page Options menu, click Add Import Template Mapping to open the Import Template General Details.
   
   

   Note: Click  to modify an existing template. Any changes made will impact how data is imported.

   
   
   
3. Complete the required fields within the General Details section:
   
   

   Fields	Description
   Template Name*	Type in a name for the template.
   Application Type*	From the drop-down list, select an application type.
   Trust*	From the drop-down list, select a trust. Note: The NHS Details must first be completed in order for a trust to appear in the drop-down list.

   
   
4. Click on each tab to configure the template mapping.
   
   

      Note: Only the first two tabs are available on ESR Version 1.

   
   
   
5. Click Save to confirm.