The data import testing process is a vital stage of the onboarding process. Inadequate testing here can lead to a lot of headaches after Go-Live. The more work you do up front, the easier your Go-Live cut over will be.

You are reviewing the imported data for:

• count of records
  • missing records
  • duplicated records
• incorrectly mapped fields
• unmapped fields
• anything else that doesn’t seem right

1

Await Data Import

Wisenet will complete the Data Import using the data you supplied.

Once ready, please follow the review process below.

2

Begin Review

Wisenet will provide you with a Data Import Feedback Form. This will help you pass/fail the data import.

Use the following approaches to check your data and update the feedback form with results.

Reports

The following reports are designed to allow you to quickly view your data at a glance without needing to click all through the application.

1. Correct Records
   1. Use report 9024 to review Record Counts per Section
2. Use the following reports to review records and their fields. Ensure there aren’t duplicates and that fields are mapped as expected.
   1. Learner Data Mapping
      1. Australia:  9013
      2. New Zealand: 2089
   2. Enrolment Data Mapping
      1. Australia:  9012
      2. New Zealand: 2090
   3. Course Data Mapping
      1. Australia:  0003
      2. New Zealand: 2002

How to Generate a Report

User Interface

We also recommend using the UI to verify the data. Choose a few records and navigate between related records to ensure that the data is right.

Some sections are easier to verify from the UI

• Locations
• Workplaces and Positions
• Filenotes and Documents

Export Files

Most customers need to produce compliance export files. You should run your export from your old system and compare with the files generated from Wisenet.

The Wisenet Onboarding Specialist will show you how to do this specific to your situation.

3

Submit your Feedback

As you complete your review, update the Data Import Feedback Form.

1. Pass
   1. Set to Pass if a section or field meets expectations
2. Fail
   1. Set to Fail if a section or field is not as expected then please provide comments regarding the issue and guidance on what is expected
3. Not Required
   1. Set to Not Required if a section or field is not required to be mapped

Once you have completed the Data Import Feedback Form please send back via support.

4

Finalising Data Import for Go-Live

Wisenet will review your Data Import Feedback Form and work with you to resolve any issues. Once everything has passed review the customer will be sent a Final Data Import Authorisation Form to confirm testing and authorise Go-Live.

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Reports

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