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Using the Import Function

This article explains how to use the import function to pull in assessments from previous projects and templates.
Written by Foss Shanahan
Updated 2 years ago

The video below explains how to use the Import Function, a customer favourite and one of the most powerful tools on Rico, enabling you to import relevant assessments from previous projects or templates into new jobs in a matter of clicks.

What's covered in the video?

The video is broken up into the following sections you can jump to:

  • 00:00 - Introduction
  • 00:07 - Accessing the Import Window
  • 00:35 - Import Window (Previous Projects) 
  • 01:17 - Import Window (Templated Responses)
  • 01:37 - Previewing Assessments and Importing
  • 02:31 - Selecting Relevant Sections
  • 03:29 - Automatic Saving to Database
  • 03:41 - Using import in details assessments (e.g. Rules Assessments)
  • 05:05 - Summary
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