Using a Responsive standard template to import content

Overview

You can use our standard templates to format your historical data prior to uploading content to the Content Library, and a variety of templates are available for download in Excel format.

• A standard template is a questionnaire that adheres to an industry’s standardized formatting and questioning when two organizations are looking to enter into a business agreement or for ongoing evaluations of existing vendors. We work with the issuing institutions to make sure the latest versions are supported.
• Responsive has automated the process of configuring these documents, so mapping the sections, questions, and answers happens automatically once the document type is defined and imported.

Select the applicable tab for your edition of Responsive.

• Using a standard template to import content

  1. On the Library page of the Content Library click + New and select Import File.
     
  2. On the Upload Standard Templates tile, click the link to download the template.
     
  3. Complete the spreadsheet as required (see the Formatting Requirements and Notes section below), then import it into Responsive.

  Formatting requirements and notes

  There are two required fields that must be populated during the Standard Template import process:

  • Question
  • Answers

  The standard templates provide the flexibility to set many attributes for your Q&A pairs including owners, review cycles, tags, star ratings, and more. Some values require a specific format.

  Values	Formatting Requirement and Notes
  Adding Multiple Owners	Use the email address associated with the user's account. All owner emails must be separated by a semicolon (;) with no spaces in between.
  Alternative Questions	Must be open text fields.
  Tags	All tags must be separated by a semicolon (;) as the delimiter. Tags do not need to be created in the system prior to importing via this upload.
  Last Updated Date	Date format options: 2022-12-31 or 12/31/2022.
  Next Review Date	Date can be in a variety of formats but must include the day, month and year (see above for examples).
  Owners	Enter the email address associated with the user's account. The user status can be pending verification. Do not reference the owner by their name; you must use their email address. For multiple owners, separate each email address with a semicolon (;) with no spaces in between.
  Collection	All collections must be separated by a semicolon (;) with no spaces in between.
  Moderators	Use the email address associated with the user's account. Multiple moderators can be specified, separated by a space as the delimiter. There must not be a new line separating the values.
  View/Edit Privacy	The value is Everyone by default. To customize privacy settings, enter the user role(s) in the appropriate cell. Use a semi-colon (;) as the delimiter if you want to enter multiple values. This option allows you to set different attributes for your Q&As (such as different privacy settings based on the Q&A pair). Privacy can be set in bulk (applied to all Q&As) from the Configuration screen prior to import.
  Enable Answer Library Review	To enable the review, select True from the drop-down. To disable the review, choose False or leave blank.
  Next Review Date	Date format options: 2022-12-31 or 12/31/2022.
  Review Cycle	To have review cycle set to the default settings, use Default. To customize the review cycle, enter the number of days in the cell (100, for example).
  Last Used Date	Date format options: 2022-12-31 or 12/31/2022.
  Comment	Must be open text field.
  Star Rating	Rating must be a numerical value between 1 and 5.
  Alert Text	Must be open text field.
  Last Updated By	Use the email address associated with the user's account.
  Flag	To enable the flag, click a cell in the Flag column and choose True from the drop-down. The default setting in the system is False.

• Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

  Using a standard template to import content

  1. On the Library page of the Content Library click + New and select Import File.
     
  2. On the Upload Standard Templates tile, click the link to download the template.
     
  3. Complete the spreadsheet as required (see the Formatting Requirements and Notes section below), then import it into Responsive.

  Formatting requirements and notes

  There are two required fields that must be populated during the Standard Template import process:

  • Question
  • Answers

  The standard templates provide the flexibility to set many attributes for your Q&A pairs including owners, review cycles, tags, star ratings, and more. Some values require a specific format.

  Values	Formatting Requirement and Notes
  Adding Multiple Owners	Use the email address associated with the user's account. All owner emails must be separated by a semicolon (;) with no spaces in between.
  Alternative Questions	Must be open text fields.
  Tags	All tags must be separated by a semicolon (;) as the delimiter. Tags do not need to be created in the system prior to importing via this upload.
  Last Updated Date	Date format options: 2022-12-31 or 12/31/2022.
  Next Review Date	Date can be in a variety of formats but must include the day, month and year (see above for examples).
  Owners	Enter the email address associated with the user's account. The user status can be pending verification. Do not reference the owner by their name; you must use their email address. For multiple owners, separate each email address with a semicolon (;) with no spaces in between.
  Collection	All collections must be separated by a semicolon (;) with no spaces in between.
  Moderators	Use the email address associated with the user's account. Multiple moderators can be specified, separated by a space as the delimiter. There must not be a new line separating the values.
  View/Edit Privacy	The value is Everyone by default. To customize privacy settings, enter the user role(s) in the appropriate cell. Use a semi-colon (;) as the delimiter if you want to enter multiple values. This option allows you to set different attributes for your Q&As (such as different privacy settings based on the Q&A pair). Privacy can be set in bulk (applied to all Q&As) from the Configuration screen prior to import.
  Enable Answer Library Review	To enable the review, select True from the drop-down. To disable the review, choose False or leave blank.
  Next Review Date	Date format options: 2022-12-31 or 12/31/2022.
  Review Cycle	To have review cycle set to the default settings, use Default. To customize the review cycle, enter the number of days in the cell (100, for example).
  Last Used Date	Date format options: 2022-12-31 or 12/31/2022.
  Comment	Must be open text field.
  Star Rating	Rating must be a numerical value between 1 and 5.
  Alert Text	Must be open text field.
  Last Updated By	Use the email address associated with the user's account.
  Flag	To enable the flag, click a cell in the Flag column and choose True from the drop-down. The default setting in the system is False.