Templates
Operations
CSV Template
📄

CSV Template

The "CSV Template" workflow is a thorough process for generating, refining, testing, and distributing consistent and reliable CSV file data.
1
Identify data source
2
Create blank CSV template
3
Define headers for CSV file
4
Collect data for CSV file
5
Populate CSV template with data
6
Check data for consistency
7
Correct any inconsistencies in data
8
Approval: Data Consistency
9
Save CSV file at appropriate location
10
Test CSV file import for errors
11
Approval: Test Results
12
Document the process for CSV template creation
13
Archive previous versions of CSV file
14
Distribution of CSV file to relevant parties
15
Collect feedback on CSV file
16
Approval: Feedback
17
Implement adjustments based on feedback
18
Final Save of the CSV file
19
Approval: Final Version
20
Closure of CSV Template process