Import Issue Types

In Case Manager, you can open a case and import issue type information on the Issues tab.

To import issue type information:

  1. Open Case Manager.

  2. Double-click on a case to open it.

  3. Click the Import button.

  4. The File Explorer appears.

  5. Navigate to the issue type import file.

  6. Select the file.

  7. Select the comma delimited file (CSV) with the issue type definitions you want to import.

    View the following examples of an issue type import file:

    • Multiple parent issue type with no sub-issue types

      Click Closedhere to view sample text file for a single issue. If you want to create your own issue type file, copy the sample text and paste it into a text editor and edit as necessary. Save the file and then import it into TrialDirector 360 using these instructions.

      Signature","SG","Signature","#33FFE4"

      Discrimination","DS","Discrimination","#99FF99"

      Copyright","CR","Copyright","#3377FF",

      Harrassment","HS","Harrassment","#99FFFF"

      Disability","DB","Disability","#FF0000"

      Trademark Infringement","TI","Trademark Infringement","#FF33F5"

    • One parent issue type with sub-issue types (Note the sub-issue types contain a fifth detail definition, the name of the parent issue type)

      Click Closedhere to view sample text displaying one issue type with multiple sub-issue types. If you want to create your own issue type file, copy the sample text and paste it into a text editor and edit as necessary. Save the file and then import it into TrialDirector 360 using these instructions.

    • Several parent issue types, some with sub-issue types (Note the sub-issue types contain a fifth detail definition, the name of the parent issue type)

      Click Closedhere to view a sample issue type code text file that includes multiple issue types that each have sub-issue types. If you want to create your own issue type file, copy the sample text and paste it into a text editor and edit as necessary. Save the file and then import it into TrialDirector 360 using these instructions.

  8. Click Open.

  9. The issue types are added to the case and appear in the Issues table.

    Note: If any of the imported issue types contain duplicate details with any of the existing issue types in the case, the duplicate imported issue type will not be added to the case.

 

Related Topics

Add an Issue Type

Edit an Issue Type

Remove an Issue Type

Overview: Issue Types