Import new forms

From help document sent by Theresa Miller:

1. In Specify, go to System in the menu at the top and select Resource Import/Export… from the drop down menu.

You will receive a warning that any changes you make will require you to exit Specify.

Make sure there are no changes you need to save, and click Continue if you do not. If you have changes to be saved, click Cancel, save the changes and repeat this step.

2. If you have more than one user, you will be asked if you want to alter the forms for you or another user. Choose whichever is appropriate for what you want to do. If you want to import the forms to the Collection or Discipline levels, you can do it as you or another user. If you want to import to the User or User Type levels, you must choose either that user or a user from that type.

3. In the window that appears, select the level you want to import to from the drop down menu at the top of the window. The level to which you want to import depends on who you want to view the forms.

• If you want only one particular user to see these forms, choose User.
• If you just want the users of a certain group (i.e. managers, limited access users, guests, etc.) to see the forms, choose User Type.
• If you want all of the users of a collection to see the forms, choose Collection.
• If you want all users of all collections in a particular discipline to see the forms, choose Discipline.
• DO NOT import to the Institution or System levels unless you are specifically recommended to do so.

4. Click the Import button towards the bottom of the screen.

5. In the navigation window that appears, navigate to the file I sent you. Select the file and click Open.

6. Specify will exit.

7. You can check to see if the form was imported by selecting the level you imported to from the dropdown menu in Resource Import/Export. If (database) appears next to the views file, the form was imported.