Summary
In short
- A bulk import and data load record is an engine used in General that records a bulk load of data into a registry, with the source, the mapping used and what was checked afterwards. It is built against ISO 9001 cl.7.5 and forms part of the Master Data and Foundations programme.
- Raised whenever records are loaded rather than entered. Completed by the administrator.
- The template holds 39 fields across 5 sections.
- Scoring is load errors, where low is good.
- ISO 9001 is quality management systems. The international standard for consistently meeting customer and regulatory requirements. Certifiable.
- It connects to the rest of the library: links every registry.
What it is
What it is
What is a bulk import and data load record?
A bulk import and data load record is an engine used in General that records a bulk load of data into a registry, with the source, the mapping used and what was checked afterwards. It is built against ISO 9001 cl.7.5 and forms part of the Master Data and Foundations programme.
When is a bulk import and data load record completed?
A bulk import and data load record is completed automatically, whenever the upstream record it watches changes. Raised whenever records are loaded rather than entered.
When to use it
When to use it, and when not to
This engine is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this engine covers has occurred, or is about to
- The workspace is being set up, or the register needs an entry added or retired
- You are running the Master Data and Foundations programme and this is one of its steps
- A linked record needs this one to exist: links every registry
Not for
- Risk Assessment, which the single risk assessment used across the whole business.
- Root Cause Analysis, which finds out why something happened rather than who was involved.
- Corrective and Preventive Action, which the single action record used everywhere.
- Anything outside General, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 9001Quality management systems
The international standard for consistently meeting customer and regulatory requirements. Certifiable.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the bulk import and data load record template based on?+
It is built against ISO 9001 cl.7.5. ISO 9001 is quality management systems. The international standard for consistently meeting customer and regulatory requirements. Certifiable. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the bulk import and data load record contain?+
There are 5 sections: header, source, mapping, related records, verification after load. Together they hold 39 fields, 31 of which are required.
How many bulk import and data load record records should we have?+
This is a singleton. One record per workspace, set up once and maintained, rather than one per event. Other templates refer back to it.
Which programme does the bulk import and data load record belong to?+
It is part of Master Data and Foundations. One place for each thing, so a change updates everywhere rather than in eight lists.
How is a bulk import and data load record scored?+
Scoring is load errors. Low is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the bulk import and data load record template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the bulk import and data load record library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in General — control tower. The orchestration layer. Registries and engines every other workspace reads from.
Meet General→Sources
Sources
- ISO 9001 — Quality management systems
- ISO — International Organization for Standardization