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Import screening levels

A regulatory criteria table can run to hundreds of analytes, so Erde lets you load a Screening Criteria Set's levels from a file instead of entering them one at a time. You import from the Screening Levels tab of a Criteria Set, using a downloadable template.

Before you start

Steps​

  1. Open the Criteria Set and select its Screening Levels tab.

  2. Select Import. The import dialog opens on its upload step.

  3. Select Download Template. Erde downloads ScreeningLevelsTemplate.xlsx with the column headers.

  4. Fill in the template, one screening level per row. Analyte, Matrix, and Unit are required; the remaining columns are optional, but each row needs at least one of UpperLimit or LowerLimit:

    ColumnWhat to enter
    AnalyteThe name or code of a reference-data Analyte
    MatrixThe name or code of a Matrix
    UnitThe name or code of a Unit
    FractionThe fraction the level applies to, by code or name (for example T or Total); blank defaults to Any
    UpperLimitThe upper screening limit (a number)
    UpperLimitQualifierAn optional qualifier for the upper limit
    LowerLimitThe lower screening limit (a number)
    LowerLimitQualifierAn optional qualifier for the lower limit
    NotesOptional notes

  5. Back in the dialog, select Choose File and pick your file. Erde accepts CSV or Excel (.csv, .xlsx, .xls, .txt).

  6. Review the preview. Each row shows a Status — valid, error, or duplicate — and any Errors, so you can spot rows that won't import.

  7. Select Import N Records to create the valid rows.

Result​

The valid rows are added to the Criteria Set as screening levels and appear on the Screening Levels tab. Rows flagged as errors or duplicates in the preview are not imported — fix them in the file and import again.