• Only use the first tab for data entry.
• Do not delete the additional tabs.
• Do not change the column names.
• If there are multiple dispositions needed for a single event code, duplicate the rows and update the disposition information appropriately.
• If the event is a claim level event, only claim level resolution actions need to be completed. The line level resolution actions should remain blank.
• If the event is a claim line level event, only claim line level resolution actions need to be completed. The claim level resolution actions should remain blank.
• The file must be saved in .csv format prior to import. CSW UTF-8 is not a valid upload format.
• Additions or modifications to event codes should be made in the template and not directly in the csv file to avoid any data loss.

The process to import a completed file is initiated by selecting the Import event codes button. The Event codes bulk import screen is displayed and starts the standard multi-step process to perform the import.

1. Select the file to be imported by clicking Choose File and then Next once the appropriate file has been selected.
2. Validate the mappings. If changes or extensions to the event code data model have been made in the implementation, then these mappings may need to be modified. If not, select Next.
3. Create a name for the data import and select Start validation. Note - validations are required to run by default during the import, so the selection of the skip validation check boxes do not stop this from occurring.
4. The validation process is now executed and will present the following information:
   • Start time: Time the validation process began.
   • Running time: Total time to execute the validation process.
   • Valid rows: Number of rows in the uploaded file that have successfully passed all the validations.
   • Invalid rows: Number of rows in the uploaded file which have failed the validations.

   The user can select continue to process the import into the system, or download the error file, make the corrections, and start again. The error file has a description of the error at the end of each record. If any records are valid, then these can be loaded by selecting Continue import. Any errored records corrected and loaded through another bulk import process.

5. The records are added to the system and the import statistics are presented. Selecting Finish will take the user to the summary screen ready for to be sent for approval. Note: Added records identifies the number of event codes that will be added to the system upon approval.
6. The summary screen will show the list of event codes ready to be imported. The comment section will need to be filled and the load process can then be sent for approval by selecting Finish.

The new bulk import case will be now be displayed on the Bulk import list screen with a status of Pending-Approval. Selecting the case will show the Bulk import statistics screen with the import and, if applicable; error, files attached.