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SoFi, Required for a successful import are marked with *, Testing on BDR -…

- - - - Create a custom field
      - Edit an existing custom field
      - Delete a Custom Field
      - Finding a Custom Field ID
      - Calculated Custom Field
      - types
        
        Checkbox
        
        Text
        
        Tag
        
        Value
        
        Selection
        
        FDC
        
        Lookup
        
        Calculated
        
        Date
  - - - Edit an existing Message
      - Delete a Message
      - Create a New Message
  - - - Edit a tag group
      - Delete an existing Tag Group
      - Create a new Tag Group
    - - Create a New Tag
      - Edit a tag
      - Delete an Existing Tag
      - How to tag
  - - - Create a Position
      - Create an Indicator position
    - - Question
      - Flow
      - Text
      - Indicator
      - Overview
      - Asset
      - Outline
      - Distance Mapper
  - - - Edit an Quantity
      - Delete a Quantity
      - Create a Quantity
    - - Create a Unit
      - Edit an Unit
      - Delete a Unit
- - - - Position
      - Custom field
      - Costs
      - Attchment
      - Comments
    - - Values >=0 and <=0 are not considered to be gaps
      - Released data is considered to be collected and complete.
      - +
  - - - Defining the Placeholders
        
        Placeholder Symbols
        
        The default symbol is: ??
        
        Placeholder Symbol Separator
      - Placeholder Types
        
        Text Placeholders
        
        Chart Placeholders
        
        Table Placeholders
        
        Predefined Placeholders
        
        Defining the Placeholder Date Format
    - - Create a new Publication
      - Edit the Word Template
      - Mapping Placeholders to Quantitative Positions
      - Mapping Placeholders to Qualitative Positions
      - Mapping Placeholders to Charts
      - Mapping Placeholders to Tables
    - - Report Controller
      - Batch Wizard
      - Cyclic Recreation
      - Editing an Existing Publication
      - Deleting an Existing Publication
      - Copying an Existing Publication
  - - - GRI, CDP, GRESB Standard
    - - Create a New Disclosure
        
        Click "+"/ "New record" icon -> select standard
        
        Select "Book" icon to create to disclosure
        
        Input data in parameter
        
        Save or Cancel
      - Edit Disclosure
      - Delete
      - Copy/ Preview/ Export/ Reload
  - - - Benchmarks Source
        
        Create Benchmark
        
        Edit Benchmark
        
        Delete
        
        Add Benchmark in Analytic
    - - Create Benchmark
      - Edit Benchmark
      - Delete
      - Administration of Benchmark Data
        
        Add a Benchmark Data set
        
        Delete a Benchmark
        
        View the Description of a Benchmark
      - Administration of Columns in the Benchmark Library
      - Add Benchmark in Analytic
      - Administration of Columns in the Benchmark Library
        
        Add a Column to a Benchmark Type
        
        Add a New Formula Column to a Benchmark
        
        Edit a Column
        
        Display an Existing Column in the Benchmark Table
        
        Sort Columns in Ascending or Descending Order
  - - - Three types
        
        Min/ Max rules
        
        % deviation rules
        
        Empty & released rules
      - Three consequences
        
        Warning displayed
        
        A comment entered by the data collector
        
        Cannot saved
    - - Administrator
        
        Create a new rules
        
        Click "+" icon to create
        
        Input parameter
        
        Name*
        
        Position
        
        Site
        
        Types
        
        Min/Max
        
        Δ Deviation
        
        empty & released
        
        data quality validation
        
        Action
        
        None
        
        Type data quality
        
        Message
        
        Type data quality
        
        5 more items...
        
        Action Message
        
        3 more items...
        
        Message: input text
        
        Edit/ Copy/ Delete
      - Grouping of Rules
        
        Create a new rules
        
        Edit
        
        Copy/ Delete
  - - - Create a New Mapping List
      - Edit a Mapping List
      - Delete a Mapping List
      - Copy a Mapping List
    - - Link a Factor Set to a Position at a Site
      - Create a new Revision of a Link
      - Export all Linkings of your Mappings into Excel
    - - Add a New Factor Set to a Custom Library
      - Edit a Factor Set in a Custom Library
      - Create a New Revision of a Factor Set in a Custom Library
      - Delete a Factor Set from a Custom Library
    - - Create a new Impact Profile Library
      - Edit an Existing Custom Library
      - Export a Custom Impact Library to Excel
      - Import a previously exported Custom Library
      - Delete a Custom Library
  - - - Actived
      - Planning
      - Completed
    - - Save or Cancel
        
        Save
        
        Corrective Actions
        
        Result
        
        Audit Notes
        
        Questionnaire
        
        Info
        
        Cancel
      - Input parameter
        
        Description
        
        Attachment
        
        Responsible auditor*
        
        Site*
        
        Base Period
        
        Start date*
        
        Name*
      - Click "+" icon
    - - Edit
      - Delete/ Copy
      - Attachment
      - Start/ Stop an existing autit
      - Create audit notes
  - - - New Action
        
        Click "+" icon
        
        Input Parameter
        
        Action name*
        
        Calculation type
        
        Start term
        
        Base Period
        
        Status
        
        Sites
        
        Restriction type
        
        Responsible user
      - New Target
      - New Forecase
    - - Regression Action Plan
      - data, lookup, selection, text, envalue
      - ActionPlan.........
  - - - Name
      - Type
        
        Data Exchange
        
        Content Exchange
        
        Data Import
        
        Test Client
      - URL
        
        https://stage-testcases.mythinkstep.com/api/m/966b2e9d-e0db-5bbe-a107-21ab52626b28
        
        https://dev01.mythinkstep.com/ws/rest.php/cx/adc7b6e5-c64c-59bd-8f96-1d7161ea23cb
        
        etc....
    - - Data Exchange type
      - Content Exchange type
      - Data Import
      - Management
      - Data Acquisition
      - Report Core Calculation
    - - Transpose (without header)
      - Transpose (with header)
      - Meter Standard Format
- - - - After preparing you can upload the file
    - - If the contained rows are not matching perfectly with the stored mapping information you need to either adapt the Excel file, or adapt the mapping.
    - - Unit *
      - Quantity *
      - Release
      - Currency
      - Comment
      - Cost
      - Data quality
      - Answers
      - Term (day) *
      - Text Answer
      - Position *
      - Occurrence Data
      - Questionnaire
      - Custom fields
      - Sites *
  - - - Quickfill questionnaire
      - Custom filed questionnaire
      - Standard questionnaire
    - - Positions
      - Units
      - Sites
      - Questionnaires
      - Custom Fields
      - Collection periods
  - - - Travel Class Setup
      - Questionnaire Setup
      - Position Setup
        
        Distance Mapper Position
        
        Cannot have revision
        
        Are only functional within Flight Distance Questionnaires
        
        Default quantity is Distance (m)
        
        Only be cut/copied under positions of the same type
      - Flight Distance Mapper
    - - Manual Data Entry
      - Data Import
      - Navigation