Exporting and Saving Entity Data

At times, it may be necessary to save and export entry data set. This should only be conducted when situations deem it necessary. For instance, a new form version has been uploaded to the client’s portal and the data set from the existing version is to be migrated to the new form, saving the data set ensures data availability for the client.

Open

Choose a form and select the Entries tab.

Open

Select the entity from which you are saving and exporting the data set from.

Delete: Do not select the delete function unless this has been approved by management! Doing so can have severe repercussions!

Import From Computer: Importing data from a computer allows you to upload locally stored data. Doing so will upload data from the time that it was saved. Use the most recent backup if doing so this way.

Export: The Export function allows you to export and save the data. This will bring up a pop-up window.

The pop-up window displays the following options.

Export entry data without saving to the server: This option will only export the data locally. Any changes to the data after the export has been performed will not be on the exported version.

Save entry data to the server and export: This option saves the data to the server and will export the data locally. This process may take a little while depending on the size of the data you are saving. Saving to the server ensures that the data available on the server is as current as possible. Any data added to the entity data after this save will not be on the locally saved export and will be backed up when the server conducts an automatic backup.

Ensure that you have no client documentation stored outside the company’s approved and encrypted Google Drive storage. This includes both electronic and physical mediums.

Enjoy the power of Continuum GRC.