Test Data Import

Background
Where to go to find Test Data Spreadsheet
Steps to ensure you are importing data from the correct file
Steps to import Client test data into Test Environments
Steps to import Provider test data into Test Environments

Background

The purpose of this document is to outline the steps when importing test Clients and Providers into a Test Environment.  Below are the general principles when using this functionality.

1. We have designed two macros that will enable you to import Client and Provider test data from its corresponding BASE level spreadsheet.
2. These spreadsheets contain the BASE level of test data fields that you can import into a test environment.
3. You can add test data to these spreadsheets. The contents in this BASE level spreadsheet is imported into the testing and development environments following a refresh. Note: Ensure if you're adding a new client that the cell phone number is assigned to the Cisco Support Phone Number (604-572-2691). If Appointment Reminder is turned on, it may accidentally send messages to it.
4. Alternatively, you can take a copy of this spreadsheet, add your own test data for specific testing or work items and save it into a different folder directory, which you can use to import into a Test environment of your choice. If you choose to do this, you will need to update the path in the macro to point to this copy of the spreadsheet instead.
   • Note: If you wish to continue working with the test data set that has already been imported into the testing environment across a refresh, you are responsible to request for a delay on the refresh or save a copy of the spreadsheet that contains your test data set and then re-import after the refresh.

Where to go to find Test Data Spreadsheet

For testing purposes, if you would like to enter test data that can be imported into an environment, you can go to the following folder path and open the excel spreadsheet that you want to use.

\\vch\departments\PCAC_EMR\01 - PCCEMR\Testing\00 - Master Scripts\Test Data

This folder path contains the BASE level excel spreadsheet for both Provider and Client.

Note: For Youth clinic test data set, please go to the Youth Clinic folder.

Steps to ensure you are importing data from the correct file

1. Log into the eliminated environment (TEST) with your Sys Admin account
2. Go to Maintain > Templates > Macros
3. Open on the desired macro
   • For Client Test Data import, right click IMP_TESTDATASET and select open.
     
     
   • For Provider test data import, right click CREATEPROVS and select open.
     
     
4. Verify the spreadsheet that will be used
   • For Client Test Data import, in macro properties window review the folder path in the ex.OpenBook quotation marks“”. Ensure that it is pointing to the correct excel that you want to import.  Updated as needed. 
     
     
   • For Provider Test Data import, in macro properties window review the folder path in the myxl.Workbooks.Open quotation marks“”. Ensure that it is pointing to the correct excel that you want to import.  Updated as needed. 

Steps to import Client test data into Test Environments

7. Log into the eliminated environment (TEST) with your Sys Admin account
8. Go to Maintain > Templates > Macros
9. Right click IMP_TESTDATASET and select Run                             

Steps to import Provider test data into Test Environments

1. Log into the eliminated environment (TEST) with your Sys Admin account
2. Go to Maintain > Templates > Macros
3. Right click CREATEPROVS and select Run.