Overview

The Import Task Updates process in Regent allows clients to update Priority, Assignee, Due Date, Current Status, and Note data values for existing tasks, in bulk, via XML file import. 

XML Schema

• XML files imported for the Import Task Updates process should be in the format of the following sample:

Import Task Updates Process

The ‘Import Task Updates’ process is available on the Processes page in Regent for users with ‘Import Task Updates’ permission. The permission is found under Global Permissions>Process Permissions>Import Processes>Import Task Updates.

On the Import Task Updates Process screen, users should select the XML to be imported, per the schema linked above. The file MUST contain Task ID and External ID values for each task to be updated. If the any of the following values for the Task ID and External ID are sent on the import file, the existing values for these data elements will be overwritten:

1. Priority (taskPriorityCode)

2. Assignee (assignee)

3. Due Date (dueDate)

4. Current Status (taskStatusCode)

5. Note (note)

Data values sent on the XML must pass validation before an existing value can be overwritten. The following validations are in place within the process:

1. Priority: must contain a valid value.

   1. Urgent

   2. High

   3. Medium

   4. Low

2. Assignee: must match existing user name in the system for the Enterprise. Can also be imported as ““ to clear the existing value from the matching task.

3. Due Date: must be in MM/DD/YYYY format.

4. Current Status: must contain a valid value.

   1. OPEN

   2. INPROCESS

   3. COMPLETED

   4. WAIVED

   5. CLOSED

   6. REVIEWED

   7. REOPENED

   8. ONHOLD

5. Note: must not exceed 1,000 characters. Can be imported as ““ to clear the existing value from the matching task.

Process Log

A process log entry will be presented for each run of the Import Task Updates process. If any Priority, Due Date, Status, or Note values are invalid, the process will error.

If there is no match to Task ID AND External ID 1, and/or the Assignee value does not pass validation, no updates will be made for the record and the reason will display as a Message on the Student tab of the Process Log.