Codification System – Import, Export or Update Codes

How to Import New Codes

1. Hover over the Policies Tab
2. Click on Policy Type Administration
3. Click on the Codification icon for the policy type you are working with
4. Click on the settings wheel
5. Click on Import/Update Codification

6. Select Import New Codes
7. Click Browse… to select and attach your upload template
   Note: Sections will need to be created previous to import. Codes, descriptions, cross-references, and footnotes can be imported.
   You can download a sample template for more instructions on the import file.
   
8. When finished, click Save and Close

How to Update Existing Codes

1. Hover over the Policies Tab
2. Click on Policy Type Administration
3. Click on the Codification icon for the policy type you are working with
4. Click on the settings wheel
5. Click on Import/Update Codification
6. Select Update Existing Codes
7. Click Browse… to select and attach your upload template
   NOTE: Do not edit the Key column in the download file. Doing so will cause errors in the import file.
   You can download a sample template for more instructions on the import file.

8. When finished, click Save and Close

How to Export Existing Codes

1. Hover over the Policies Tab
2. Click on Policy Type Administration
3. Click on the Codification icon for the policy type you are working with
4. Click on the settings wheel
5. Click on Export Existing Codes
6. Excel file will automatically download