User Guide: Bulk Upload for Compliance Management Application
Welcome to the Bulk Upload module of our Compliance Management application! This feature allows users to create data from download excel sheets and upload into the application through excel sheet. This guide will walk you through the functionality and capabilities of the Bulk Upload module in detail.
- Overview of Bulk Upload Sub module
Bulk upload refers to the process of importing a large amount of data or records into the system at once, rather than entering them individually. This feature is typically used to streamline the process of adding multiple documents, records, or entries that need to be tracked, reviewed, or stored for compliance purposes.
In bulk upload sub module page user can upload data in to the following modules:
- Categories & Typing:
- Assessment Roles
- Facility Types
- Vulnerabilities
- Question Category
- Region
- Control Standard
- Respondents & Groupings:
- Users
- Facility
- Recommendations
- Content
- Questions
- Language Options for Question Categories
To cater to diverse user needs, the Question categories module supports multiple languages. You can select your preferred language from the dropdown menu located at the top of the screen. This ensures that Bulk Upload screen displayed in the selected language, accessible and understandable across global teams.
- Bulk Upload questionnaires
- How to open Bulk Upload sub module?
Bulk Upload module can be accessed from below navigation
- Navigate to Main Menu
- Select Content Manager module
- Select Bulk Upload Sub module menu
- How to upload Assessment Roles Categories & typing data in bulk upload page?
- Go to Bulk Upload screen
- Click on Categories & Typing tab.
- Below modules should be displayed:
- Assessment Roles:
- Facility Types
- Vulnerabilities
- Question Categories
- Regions
- Control Standards
- Click on Upload New Data button.
- Download popup should be displayed
- Click on download button.
- Excel sheet should be downloaded.
- In downloaded Excel sheet below field are mandatory for Assessment Role:
- Assessment Role
- Fill Assessment role mandatory details in sheet & save the sheet.
- Click on Upload button in category & typing
- Module dropdown sheet should be displayed.
- Click on popup dropdown sheet & select Assessment role.
- Click on select file button and upload assessment role sheet.
- If the assessment role uploaded sheet is valid then successful message should be displayed on the page.
- Check whether uploaded assessment role should be displayed in assessment role module in content manager.
- If there was an error, you will be given the option of downloading an error spreadsheet. This
Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.
- How to upload Facility types in Categories & typing tab in bulk upload page?
- Go to Bulk Upload screen
- Click on Categories & Typing tab.
- Below modules should be displayed:
- Facility Types
- Vulnerabilities
- Question Categories
- Regions
- Control Standards
- Click on Upload New Data button.
- Download popup should be displayed
- Click on download button.
- Excel sheet should be downloaded.
- In downloaded Excel sheet below field should be displayed for facility type:
- Facility Type: It is mandatory field .
- Facility Type Description.
- Criticality
- Fill Facility Type data details in sheet & save the sheet.
- Click on Upload button in category & typing
- Module dropdown sheet should be displayed.
- Click on popup dropdown sheet & select Facility Type.
- Click on select file button and upload Facility Type sheet.
- If the Facility Type uploaded sheet is valid then successful message should be displayed on the page.
- Check whether uploaded facility type should be displayed in Facility type module in Facility Module.
- If there was an error, you will be given the option of downloading an error spreadsheet. This
Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.
- How to upload Vulnerabilities in Categories & typing tab in bulk upload page?
- Go to Bulk Upload screen
- Click on Categories & Typing tab.
- Below modules should be displayed:
- Assessment Role
- Facility Type
- Vulnerabilities
- Question Categories
- Regions
- Control Standards
- Click on Upload New Data button.
- Download popup should be displayed
- Click on download button.
- Excel sheet should be downloaded.
- In downloaded Excel sheet below field should be displayed for Vulnerabilities:
- Vulnerability Name: It is mandatory field
- Vulnerability Description.
- Fill Vulnerability data details in sheet & save the sheet.
- Click on Upload button in category & typing page.
- Module dropdown sheet should be displayed.
- Click on popup dropdown sheet & select Vulnerability.
- Click on select file button and upload Vulnerability sheet.
- If the Vulnerability uploaded sheet is valid then successful message should be displayed on the page.
- Check whether uploaded facility type should be displayed in Vulnerability sub module in Content Manager Module.
- If there was an error, you will be given the option of downloading an error spreadsheet. This
Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.
- How to upload Question Categories in Categories & typing tab in bulk upload page?
- Go to Bulk Upload screen
- Click on Categories & Typing tab.
- Below modules should be displayed:
- Assessment Role
- Facility Type
- Vulnerabilities
- Question Categories
- Regions
- Control Standards
- Click on Upload New Data button.
- Download popup should be displayed
- Click on download button.
- Excel sheet should be downloaded.
- In downloaded Excel sheet below field should be displayed for Vulnerabilities:
- Question Category Name: It is mandatory field
- Question Category Description.
- Content Library: It is a mandatory field
- Fill Question Category details in sheet & save the sheet.
- Click on Upload button in category & typing page.
- Module dropdown sheet should be displayed.
- Click on popup dropdown sheet & select Question Category.
- Click on select file button and upload Question Category sheet.
- If the Question Category uploaded sheet is valid then successful message should be displayed on the page.
- Check whether uploaded Question Category should be displayed in question category sub module in Content Manager Module.
- If there was an error, you will be given the option of downloading an error spreadsheet. This
Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.
- How to upload Region in Categories & typing tab in bulk upload page?
- Go to Bulk Upload screen
- Click on Categories & Typing tab.
- Below modules should be displayed:
- Assessment Role
- Facility Type
- Vulnerabilities
- Question Categories
- Regions
- Control Standards
- Click on Upload New Data button.
- Download popup should be displayed
- Click on download button.
- Excel sheet should be downloaded.
- In downloaded Excel sheet below field should be displayed for Region:
- Region: It is mandatory field
- Description
- Fill Region details in sheet & save the sheet.
- Click on Upload button in category & typing page.
- Module dropdown sheet should be displayed.
- Click on popup dropdown sheet & select Region.
- Click on select file button and upload Region sheet.
- If the Region uploaded sheet is valid then successful message should be displayed on the page.
- Check whether uploaded Region should be displayed in Region sub module in Facility Module.
- If there was an error, you will be given the option of downloading an error spreadsheet. This
Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.
- How to upload control standard in Categories & typing tab in bulk upload page?
- Go to Bulk Upload screen
- Click on Categories & Typing tab.
- Below modules should be displayed:
- Assessment Role
- Facility Type
- Vulnerabilities
- Question Categories
- Regions
- Control Standards
- Click on Upload New Data button.
- Download popup should be displayed
- Click on download button.
- Excel sheet should be downloaded.
- In downloaded Excel sheet below fields should be displayed for control standard:
- Control Standard: It is mandatory field
- Control Standard Ref
- Fill Region details in sheet & save the sheet.
- Click on Upload button in category & typing page.
- Module dropdown sheet should be displayed.
- Click on popup dropdown sheet & select Control Standard.
- Click on select file button and upload Control Standard sheet.
- If the Control Standard uploaded sheet is valid then successful message should be displayed on the page.
- Check whether uploaded control standard should be displayed in control standard sub module in content manager Module.
- If there was an error, you will be given the option of downloading an error spreadsheet. This
Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.
- When user click on sheet dropdown below fields should be displayed:
- Assessment Roles
- Facility Types
- Vulnerabilities
- Question Category
- Regions
- Control Standard
- When user check above modules and click on select file & upload file if that data sheet is valid then that data should be uploaded successfully.
- If there was an error in the sheet, you will be given the option of downloading an error spreadsheet. This Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.
- When user click on read me button in category & typing tab page how to upload wiki should be displayed on the page.
- How to upload user’s data in Respondents & Groupings data in bulk upload page?
- Go to Bulk Upload screen
- Click on Respondents & Groupings tab.
- Below modules should be displayed:
- Users
- Facility
- Recommendations
- Click on Upload New Data button.
- Download popup should be displayed
- Click on download button.
- Excel sheet should be downloaded.
- In downloaded excel sheet below fields should be displayed:
- First Name: It is a mandatory field
- Last Name: It s a Mandatory field
- Email ID: It is a mandatory field.
- Phone Number: It is not a mandatory field.
- Role: It is a mandatory field.
- Assessment Role: It is a mandatory field.
- Risk Role: It is not a mandatory field.
- Fill User details in sheet & save the sheet.
- Click on Upload button in Respondents & Groupings page.
- Popup should be displayed with below radio buttons:
- Upload New Data
- Upload Existing Data
- Check upload new data & Click on popup dropdown sheet & select Users.
- Click on select file button and upload Users sheet.
- If the Users uploaded sheet is valid then successful message should be displayed on the page.
- Check whether uploaded Users should be displayed in user module page.
- If there was an error, you will be given the option of downloading an error spreadsheet. This
Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.
- How to upload Facility data in Respondents & Groupings data in bulk upload page?
- Go to Bulk Upload screen
- Click on Respondents & Groupings tab.
- Below modules should be displayed:
- Users
- Facility
- Recommendations
- Click on Upload New Data button.
- Download popup should be displayed
- Click on download button.
- Excel sheet should be downloaded.
- In downloaded excel sheet below fields should be displayed:
- Facility Name: It is a mandatory field
- Facility Type: It s a Mandatory field
- Region: It is a mandatory field.
- Address
- City
- State
- Country
- Site Contacts
- Zip
- Latitude
- Longitude
- Set Likelihood
- Third Party Options
- Impact
- Manual Likelihood
- Likelihood For Cap index
- Likelihood for Security Gauge
- Likelihood for World Aware
- Site Supervisor
- Fill above Facility details in sheet & save the sheet.
- Click on Upload button in Respondents & Groupings page.
- Popup should be displayed with below radio buttons:
- Upload New Data
- Upload Existing Data
- Check upload new data & Click on popup dropdown sheet & select Facility.
- Click on select file button and upload Facility sheet.
- If the Facility uploaded sheet is valid then successful message should be displayed on the page.
- Check whether uploaded Facility should be displayed in Facility module page.
- If there was an error, you will be given the option of downloading an error spreadsheet. This
Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.
- How to upload Recommendation data in Respondents & Groupings data in bulk upload page?
- Go to Bulk Upload screen
- Click on Respondents & Groupings tab.
- Below modules should be displayed:
- Users
- Facility
- Recommendations
- Click on Upload New Data button.
- Download popup should be displayed
- Click on download button.
- Excel sheet should be downloaded.
- In downloaded excel sheet below fields should be displayed:
- Recommendation
- Details
- Initial Cost
- Annual Maintenance Cost
- Life Time
- Implementation Cost
- Facility Types
- Priority
- Fill above Recommendation details in sheet & save the sheet.
- Click on Upload button in Respondents & Groupings page.
- Popup should be displayed with below radio buttons:
- Upload New Data
- Upload Existing Data
- Check upload new data & Click on popup dropdown sheet & select Recommendation.
- Click on select file button and upload Facility sheet.
- If the Recommendation uploaded sheet is valid then successful message should be displayed on the page.
- Check whether uploaded Recommendation should be displayed in Recommendation module in content manager module page.
- If there was an error, you will be given the option of downloading an error spreadsheet. This
Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.
- How to edit Respondent & Groupings in bulk upload page?
- Go to Bulk Upload screen
- Click on Respondents & Groupings tab.
- Below modules should be displayed:
- Users
- Facility
- Recommendations
- Click on Edit Existing Data button.
- Edit Existing Data popup should be displayed.
- Click on Select Module dropdown below modules should be displayed:
- Users
- Facility
- Recommendation
- When user select any module from dropdown list and click on downloaded that existing module sheet should be downloaded.
- In downloaded existing module sheet user can add new data , edit date & delete data in that sheet
- When user can click on upload button in respondents & Groupings page popup should be displayed with below details:
- Upload New Data
- Upload Existing Data
- Select Upload existing data radio button and click on select file button.
- When user select file & click on upload successful message should be displayed if it is valid sheet. If it is invalid sheet then error message should be displayed on the page.
- How to upload Content data in bulk upload page?
- Go to Bulk Upload screen
- Click on Content tab.
- Below modules should be displayed:
- Questions
- Click on Upload New Data button.
- Download popup should be displayed
- Click on download button.
- Excel sheet should be downloaded
- Fill all the mandatory details in Question sheet & save the sheet.
- Click on Upload button in content Question tab.
- Popup should be displayed with below radio buttons:
- Upload New Data
- Upload Existing Data
- When user click on dropdown sheet in popup below modules should be displayed.
- Questions
- When user check modules and click on select file & upload file if that data is valid that data should be uploaded successfully.
- If there was an error, you will be given the option of downloading an error spreadsheet. This
Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.
- When user click on read me button in category & typing tab page how to upload wiki should be displayed on the page.
- How to edit content questions in bulk upload page?
- Go to Bulk Upload screen
- Click on Content tab.
- Below modules should be displayed:
- Questions
- Click on Edit Existing Data button.
- Edit Existing Data popup should be displayed with below fields:
- Select Content Library dropdown
- Select Question Category dropdown.
- When user select any module from dropdown list and click on downloaded that existing module sheet should be downloaded.
- In downloaded existing module sheet user can add new question, edit question & delete question in that sheet.
- When user can click on upload button in content page popup should be displayed with below details:
- Upload New Data
- Upload Existing Data
- Select Upload existing data radio button and click on select file button.
- When user select file button from system & click on upload button select file successful message should be displayed if it is valid sheet. If it is invalid sheet then error message should be displayed on the page.