Build Your External Program Form

When you create a new external program, you will immediately be redirected to the Program Setup screen, where you can set up the form that will receive the data you will be importing.

For each section you will be adding to the form, you must enter the:

Section Label	This label will appear on the individual record reports as a header above the questions in the section and, if there are scored questions in the section, will have a section score.
Section Column Name	This label is stored in the database and cannot be edited after it is created; only alpha-numeric characters, '-', and '_' are allowed. For example, if your section label is Interior Cleanliness, your section column name might be INT_CLEAN, or similar.

Enter the label and column name for your first section on your form, and then click on Add Section to create additional sections on your form.

For each question on the form, toggle Required on/off, whichever is applicable; if this is on then there must be data for the question in your import file. 

Then fill in all fields for that question:

Question Label	This label will appear as the question text on the individual record reports.
Question Column Name	This label will appear as a column header in the template you will use to import your data and cannot be edited after it is created; only alpha-numeric characters, '-', and '_' are allowed. For example, if your question label is Was the floor inside the store clean?, your question column name might be FLOOR_CLEAN, or similar.
Question Type	Options are: Single Select - for questions where only a single response could apply Multi Select - for questions where multiple responses could apply Text - for open text/comments Date - for dates, such as the audit date, etc.
Data Type	This determines what type of data may be imported to the question. Options are: String - the field may contain alpha-numeric values, and special characters, such as question marks, etc. Numeric - the field only accepts numeric values
The following settings and fields apply to Single Select and Multi Select questions only.
Scored	Indicate if the question is scored and assign the point value if it is.
Answer Label	This label will appear as the answer text on the individual record reports.
Answer Value	You will use this value in your import file to indicate which response applies to that question for that record. For example, if your answer label is Yes or No, your answer value might be Y or N, or similar.
Points	If the question is scored, indicate the point value of that answer.

Click on Add Question to create additional questions on your form.

When your form is finished, click on Save.

You can then download the form template, which you will populate with your program data, so that it can be imported.