3. Import File(s)

Each file that is imported to the File Assessments feature will be eligible for assessment.

Once imported, each file may be sent to one or more Assessor for assessment singularly or in a batch. If the file was sent to more than one Assessor in the same batch, you may optionally use Agreement Assessments. In order to utilize this aspect of the feature, you will need to have set an agreement range threshold on the assessment instrument that will be used. Learn more here.

Step 1: Access the File Assessments Feature

1. Click on the Main Menu icon.

2. Select Assess.

On the Assessments screen,

3. Click on the Tools icon.

4. Select Send File Assessments.

Why Don't I See the 'Send File Assessments' Option?

This might happen for a couple of reasons:

  • Are you a full Administrator?
    The File Assessments feature is only available for use by full Administrators. Assessors with Admin Override or SubAdministrators do not have access to this feature.
  • Is the 'Bulk File Assessments' Policy Enabled?
    This feature is available only if the Bulk File Assessments policy has been enabled, which must be done by Chalk & Wire personnel. Please contact us to turn the policy on.

Step 2: Import Files

On the File Assessment screen,

5. Click on the Import Files button.

6. Select the Code that you would like to use to upload your files.

If you do not have a code or your code(s) balance(s) are not high enough to proceed with your import, you will need to purchase Upload Only codes. If you would like to learn more about pricing and/or purchasing, please contact us.

Each file contained within your zip file will decrease the code balance by 1. The code that you select must, therefore, have a balance equal to or greater than the number of files contained within your zip file. If the code's balance is less than the number of files in your zip file, the import will not be successful.

7. Click on the Add File button.

A browsing window for your computer will appear on your screen.

8. Locate and Select the file that you would like to import.

9. Click Choose.

10. Click Import Files.

I see a 'Not an Accepted File Type' Error - What does this mean?

It is only possible to upload zip files when using the File Assessments feature. If you are only uploading one file, you must first compress/zip the file. Instructions for import can be found here.

11. Once the zip file has uploaded, our system must process the files. You will see a Processing Internal Files message appear.

Don't Want to Wait?

If your zip file contains many files or large files, the processing may take a while. Once you see the 'Processing Internal Files' message, you can leave the screen or close the browser. We will continue to process the files until the task has been completed.

What if I see a "Failed Processing" message?

A 'Failed Processing' message typically indicates that the zip file exceeds 500mb in size, or that one or more of the files contained within the zip file...

  • ... have invalid characters in their name(s). File names must ONLY include numbers and letters. Any spaces or special characters will result in a failed import.
  • ... are an invalid file type. You can manage the list of accepted file types in the 'Uploading' section of your Chalk & Wire site. Learn more here.
  • ... exceed the maximum allowed file size. You can manage the individual upload limit in the 'Uploading' section of your Chalk & Wire site. Learn more here.

Please review these various scenarios to confirm that your file names, types, and sizes are appropriate. If you continue to experience difficulty, please contact Support.

Step 3: Review Imported Files

12. A new row/folder will appear in the Import History area. Note that the new row/folder has the same name as the zip file that you imported.

13. Cick on the View Assessment Zip File icon to reveal the files that were contained within the zip file.

14. All of the files will appear in a table on the right-hand side of the screen.