Import inspection reports

Importing control reports allows you to quickly take into account audits from your external providers in the form of diagnostic interventions.

This describes the operation of the Control-S option for Standard connectors (with CSV or XML files).
For more details, see the page Control-S.

Use of this feature requires the purchase of additional rights.

Learn more about the "Diagnostic & Regulatory Connector" option.

Note that this action does not work if the user is connected via SSO (Single Sign-On).
It is necessary to log in with a user using internal authentication.

This method can also be used to test the case of using Control-S with dedicated connectors (SOCOTEC or Bureau Veritas) if it is not possible to connect to the provider’s SFTP server.
To do this, it is necessary to use a connection point with “Handler class = SIMPLE File,” and not the class for an exchange with an SFTP server.

Accessing control report import

In the [Work] module, select the [Intervention] feature.
→ The list of interventions is displayed.
In the actions menu , select the [Import control reports] feature.
→ The import form is displayed.

Field descriptions

Provider: Code and label of the provider.
Organization: Allows you to select the provider configuration by organization. Displayed only if the user is multi-organization and if multiple configurations/organizations exist for the specified provider.
Processing mode: Automatic or Manual.
In automatic mode, import and intervention creation are performed in a single step.
In manual mode, you can control what happens to the import and freely choose which interventions to generate or not.

By default, the file is imported according to the parameters specified in the provider’s Control import configuration.
However, if necessary, you can “Specify the file to import” via the actions menu

Automatic processing

Execute button: Allows importing the file and integrating the provider’s data as a diagnostic in CARL Source in a single pass.
Note that a memo will be sent to inform that the import and intervention generation have been completed.

Manual processing

Import button: Allows importing the file data into the Reports/Diagnostics table (temporary area).
Note that a memo will be sent to inform that the import result is now available; the table will then be populated with the various interventions to be generated.
Checkboxes allowing you to select temporary data rows (control reports) to be processed.
If no row is checked, all rows will be processed.
Temporary data will be cleared if necessary when the table is displayed (after selecting “manual” or selecting “provider” and “organization” if “manual” was already checked).
The purge is performed according to the data aging parameter specified in the associated provider configuration.
Do not propose again: Allows marking the provider’s intervention so that it is no longer proposed during future imports. The intervention will not be integrated into CARL Source.
Provider intervention/report: Label of the intervention defined by the provider.
CARL Source intervention: Choice of an intervention whose status is lower than “closed.” This allows integrating the provider’s proposed observations into an already existing CARL Source intervention (1 observation → 1 operation).
Organization: External provider’s organization.
Domain: External provider’s domain.
Date: Date of execution of the provider’s intervention.
Transform into diagnostic button: Available if data is present in the temporary data table. Allows transforming the selected rows into a diagnostic in CARL Source.
Note that a memo will be sent to inform that the interventions have been generated.