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Please read the general Importing Data into Crisisworks instructions before proceeding with importing Recovery Cases.Please read the general Importing Data into Crisisworks instructions before proceeding with importing Recovery Cases.

Importing Recovery Cases

From the "What do you want to import?" drop down list on the Import Form, select the the Cases option and click on the Next button.Image Removed

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You will then be presented with a list of import options associated with Cases. Choose the Recovery Case Import option.

You will need to upload a file in CSV format with a list of Recovery Cases to import.

To import changes to existing cases, it may be easier to export them to a report first by selecting the appropriate cases in the Recovery Case datagrid and clicking Export to Report.  Once the report has been run, you can then click the "To CSV" button. This will generate a CSV file that is compatible with the import system. Make any necessary changes to the records in the CSV file, save it and choose this file to import.

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Alternatively, if you don't specify an Applicant Contact ID in your input file, a new applicant will be created for the case.

Warning

Please note: imports cannot be undone once they are imported.  However, you can specify an optional tag to add to each record so you can identify all imported records.


CSV File Format

The following CSV fields & rules are needed for the import to work.


Tip

Download the the Recovery Case sample CSV import file


Below is a list of CSV fields that should be added to your CSV file. The Field column displays what the headings

...

can be in your CSV file.


Field

Description

Case ID

Relates to the ID field for a Recovery Case record. If specified, it will attempt to find a match and if one is found it will update the case. 

To add new cases, either do not have this field in your spreadsheet or set it to blank.

Asset

Sets the Asset to a property by matching on either code or address. You can enter either the code or the asset address into this field.

Applicant Contact ID

The Crisisworks ID of an existing applicant. You only need to specify this to update an existing applicant.

Applicant Contact IDThe Crisisworks ID of an existing applicant. You only need to specify this to update an existing applicant.Applicant Contact TypeSet to individual or organisation.Applicant Family Name

Family name of the applicant

Applicant Given NamesGiven names of the applicantApplicant AgeAge of the applicant (numbers only)Applicant GenderSet to M, F or OApplicant Organisation NameThe applicant's organisation if the applicant is an organisationApplicant PositionThe applicant's position in the organisationApplicant PhoneThe applicant's phone numberApplicant MobileThe applicant's mobile phone numberApplicant EmailThe applicant's email addressApplicant LanguageThe applicant's language if an interpreter is requiredApplicant Preferred Method of ContactSet to either Phone, Email, Post or None.Applicant Postal TypeSet to either Case, Other or TemporaryApplicant Postal StreetThe applicant's postal street

Applicant Contact Type

Set to individual or organisation.

Applicant Family Name

Family name of the applicant

Applicant Given Names

Given names of the applicant

Applicant Age

Age of the applicant (numbers only)

Applicant Gender

Set to M, F or O

Applicant Organisation Name

The applicant's organisation if the applicant is an organisation

Applicant Position

The applicant's position in the organisation

Applicant Phone

The applicant's phone number

Applicant Mobile

The applicant's mobile phone number

Applicant Email

The applicant's email address

Applicant Language

The applicant's language if an interpreter is required

Applicant Preferred Method of Contact

Set to either Phone, Email, Post or None.

Applicant Postal Type

Set to either Case, Other or Temporary

Applicant Postal Street

The applicant's postal street (if the postal type is set to Other)

Applicant Postal Town

The applicant's postal suburb/town (if the postal type is set to Other)

Applicant Postal State

The applicant's postal state (if the postal type is set to Other)

Applicant Postal Postcode

The applicant's postal postcode (if the postal type is set to Other)

Applicant Postal Country

The applicant's postal country  (if the postal type is set to Other)

Applicant Postal TownThe applicant's postal suburb/town (if the postal type is set to Other)Applicant Postal StateThe applicant's postal state (if the postal type is set to Other)Applicant Postal PostcodeThe applicant's postal postcode (if the postal type is set to Other)Applicant Postal CountryThe applicant's postal country  (if the postal type is set to Other)Is Applicant Attending Relief Centre?Is the contact currently attending a relief centre. This must be set to Yes or No.Relief CentreThis is based on the relief centres entered into your Crisisworks via the Mecc Lookup. Enter the label of the lookup. Note,

Is Applicant Attending Relief Centre?

Is the contact currently attending a relief centre. This must be set to Yes or No.

Relief Centre

This is based on the relief centres entered into your Crisisworks. Enter the label of the lookup. Note, for this field to be set, the attending Relief Centre field needs to be set to Yes.

Does Applicant Have a Temporary Address?

Set to Yes or No

Temporary Address Street

The applicant's temporary street. Note for this field to be set, the hasTemporaryAddress field needs to be set to Yes.

Temporary Address Town

The applicant's temporary town. Note for this field to be set, the hasTemporaryAddress field needs to be set to Yes.

Temporary Address State

The applicant's temporary state. Note for this field to be set, the

attending Relief Centre

hasTemporaryAddress field needs to be set to Yes.

Does Applicant Have a

Temporary Address

?Set to Yes or No

Postcode

The applicant's temporary postcode. Note for this field to be set, the hasTemporaryAddress field needs to be set to Yes.

Temporary Address

Street

Country

The applicant's temporary

street

country. Note for this field to be set, the hasTemporaryAddress field needs to be set to Yes.

Temporary Address

TownThe

Notes

Any notes regarding the applicant's temporary

town

address. Note for this field to be set, the hasTemporaryAddress field needs to be set to Yes.

Temporary Address StateThe applicant's temporary state. Note for this field to be set, the hasTemporaryAddress field needs to be set to Yes.Temporary Address PostcodeThe applicant's temporary postcode. Note for this field to be set, the hasTemporaryAddress field needs to be set to Yes.Temporary Address CountryThe applicant's temporary country. Note for this field to be set, the hasTemporaryAddress field needs to be set to Yes.Temporary Address NotesAny notes regarding the applicant's temporary address. Note for this field to be set, the hasTemporaryAddress field needs to be set to Yes.Case Sharing LevelWhether the applicant consents to sharing their personal information. Set to either Full, None or NotYetAsked. Will default to None.Fixed Home AddressSet the option indicating the applicant has an affected property in the municipality. Set to either Yes or No.Case Property DetailsEnter any property details if required. This is a free text description field.Property Use ResidentialIs the property use a residence? This can

Case Sharing Level

Whether the applicant consents to sharing their personal information. Set to either Full, None or NotYetAsked. Will default to None.

Fixed Home Address

Set the option indicating the applicant has an affected property in the municipality. Set to either Yes or No.

Case Property Details

Enter any property details if required. This is a free text description field.

Property Use Residential

Is the property use a residence? This can be set to Yes or No.

Property Use Residential Primary

Is the property use a primary place of residence? This can be set to Yes or No

Property Use Residential Secondary

Is the property use a secondary residence? This can be set to Yes or No.

Property Use Residential Unclassified

Is the property use a residence but it is unsure if it is a primary or secondary residence? This can be set to Yes or No.

Property Use Commercial

Is the property use commercial, industrial or business? This must be set to Yes or No.

Property Use Accommodation

Is the property use for accommodation/B&B? This must be set to Yes or No.

Property Use Farm

Is the property use for farming? This must be set to Yes or No.

Property Use Community

Is the property use a community facility? This must be set to Yes or No.

Property Use

Residential Primary

Government

Is the property use a

primary place of residence

government building? This

can

must be set to

 Yes

Yes or No.

Property Use

Residential Secondary

Vacant

Is the property use

a secondary residence

vacant land? This

can

must be set to Yes or No.

Property Use

Residential Unclassified

Infrastructure

Is the property use

a residence but it is unsure if it is a primary or secondary residence

for infrastructure? This

can

must be set to Yes or No.

Property Use

Commercial

Other

Is the property use

commercial, industrial or business

for another type? This must be set to Yes or

No

No.

Property Use Other Type

If you selected Property Use Other, supply the other property type (this is a text field)

Applicant Relationship to Property

This is based on the Case Relationship to Property entered into your Crisisworks. Enter the label of the lookup.

Property

Use Accommodation

Insured

Is the property

use for accommodation/B&B? This must be set to Yes or No.Property Use FarmIs the property use for farming? This must be set to Yes or No.Property Use CommunityIs the property use a community facility? This must be set to Yes or No.Property Use GovernmentIs the property use a government building? This must be set to Yes or No.Property Use VacantIs the property use vacant land? This must be set to Yes or No.Property Use InfrastructureIs the property use for infrastructure? This must be set to Yes or No.Property Use OtherIs the property use for another type? This must be set to Yes or No.Property Use Other TypeIf you selected Property Use Other, supply the other property type (this is a text field)Applicant Relationship to PropertyThis is based on the Case Relationship to Property entered into your Crisisworks via the Mecc Lookup. Enter the label of the lookup.Property InsuredIs the property insured? Enter Yes, No or Unknown.Case InsuranceIf Property Insured is set to Yes, these are the insurance detailsCost EstimateThe total estimated cost of all services to be provided.Case Property DamageSet to Yes if there is property damage. This field must be set to Yes to add a Private Asset.Damage SummaryOptional text description of the damageSpecial Case NotesEnter any special case notes. This is a free text description field.Case OfficerEnter the case officer's name. Note - the user needs to be on duty in the event.Field OfficerEnter the field officer's name. Note - the user needs to be on duty in the event.TagsA single tag for the itemExternal IDAn optional external Id

insured? Enter Yes, No or Unknown.

Case Insurance

If Property Insured is set to Yes, these are the insurance details

Cost Estimate

The total estimated cost of all services to be provided.

Case Property Damage

Set to Yes if there is property damage. This field must be set to Yes to add a Private Asset.

Damage Summary

Optional text description of the damage

Special Case Notes

Enter any special case notes. This is a free text description field.

Case Officer

Enter the case officer's name. Note - the user needs to be on duty in the event.

Field Officer

Enter the field officer's name. Note - the user needs to be on duty in the event.

Tags

A single tag for the item

Case External ID

An optional external Id used to identify the record in a separate system. This external Id can be used for matching records for importing into Crisisworks if necessary.

Referral Date

Set the referral date. The date should be in the format of dd-mm-YYYY

Case Status

Status will default to OPEN. Enter either Open, Review or Inspection Required

Case Priority

Priority defaults to Normal. Enter either Low, Normal, High or Urgent

Task ID

The recovery task ID, if updating an existing record. Leave blank if new.

Task Category

The service task category (must match a lookup value of the same name)

Task Details

Free text details of the task

Task Priority

The priority of the task (number 1 = Low through to 4 = Urgent)

Task Assigned Service Provider

The name of the service provider (resource) assigned to the task

Task Cost Estimate

The value of the service provision

Task Reference

A reference for the task

Task Tag

An optional tag for the recovery task record.

Task External ID

An optional external ID used to identify the record in a separate system. This external Id can be used for matching records for

importing into Crisisworks if necessary.Case StatusStatus will default to OPEN. Enter either Open, Review or Inspection RequiredCase PriorityPriority defaults to Normal. Enter either Low, Normal, High or Urgent

importing into Crisisworks if necessary.

Task Status

The status of the task (1 = Requested, 2 = In Progress, -2 = Provided, -3 = Not Required). Defaults to Requested is not set.

Task Due Date

Set the next action date. The date should be in the format of dd-mm-YYYY