To perform data import, it is important to request the release of the import screen to the CSM responsible for the account.
Within the Qulture.Rocks Review product, we have the option to send invitations and reminders to reviewers with the purpose of notifying participants that the evaluation cycle has started or reminding them to complete pending forms.
As there may be cases where it is necessary to notify only a specific audience, we have a mechanism that can be used to facilitate and make this process more accurate.
In this article, we will provide detailed instructions on how to use the import feature to send notifications specifically to selected participants in your review process.
Important premises for conducting the import:
Before we begin explaining the file import process, it is necessary to have some information as premises:
Which reviewers do we want to notify?
Do we want to send the first access invitation to the review cycle?
Do we want to send a reminder for pending reviews in the review cycle?
Where can I find the spreadsheet?
With access granted to use the spreadsheet, you can find it on the Imports screen, under the Organization tab. Follow these steps when clicking on the blue "New Import" button:
Go to the "Organization" button;
Click on "Imports";
In the top right corner, click on "New";
Select the import called "[REVIEW] Send notification to reviewers";
Click on the "Template" button.
How to fill in the template?
The spreadsheet consists of 2 columns, which are as follows:
Column A: Reviewer's Email or CPF (if CPF, without dashes or dots)
Column B: Notification Type, should be filled with:
invitation;
reminder.
How to import on the Qulture.Rocks platform?
With the spreadsheet filled in with all the required and optional fields, you need to make the Sheets spreadsheet public and editable for everyone.
Click on "Share".
Set the access level to "Anyone with the link".
Set the role to "Editor".
Click on "Done".
⚠️ The link will be available on the same screen to make it easier to copy when needed.
In the import screen, we will paste the link in the indicated field, choose the review and save it.
If the spreadsheet does not have any errors, when it is completed, the status will appear as "Done" If there is an error, the platform will indicate where it is located.
How to know which error occurred in my import?
The platform displays the errors directly on the Import screen, making it easier to identify issues in the spreadsheet. To fix the errors, you will need to investigate in more detail what needs to be corrected in the spreadsheet. It is recommended to check the error messages provided by the platform and review the corresponding fields in the spreadsheet. Make sure to correct any incorrect or missing information to ensure a successful completion of the import.
In the provided example, column B was not filled with the accepted options. Additionally, there may be errors if emails or CPFs of the collaborators are incorrectly entered.
It is crucial to thoroughly review the spreadsheet and correct any identified errors before proceeding with the import. If errors persist, the data will not be imported into the platform. Feel free to import the data multiple times until all issues are resolved.
⚠️ If your importation encounters an error, no data will be updated. It is necessary to fix the spreadsheet and import again until the status shows "Complete".
FAQ
1) I use a different cloud storage other than Google. How can I import the file if I don't have the Google Sheets link?
Currently, we do not have integration with other cloud environments for this type of action. If you are unable to have the file in Google Sheets, you will need to request assistance from the chat team to perform the import for you. Simply provide the complete file and specify which assessment you would like to import the questions to.
Questions? #CallUsOnChat 🚀 😄
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