Import Regscale Catalogs

This guide explains how to import catalogs into RegScale using two methods: Import from System and Import from File.

Table of Contents

• Prerequisites
• Import from System
  • Steps to Import a Catalog
  • Understanding the Catalog List
  • Verification
• Import from File
  • When to Import from File
  • Steps to Import a Catalog from File

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Prerequisites

• The Catalogs module must be enabled by a system administrator

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Import from System

RegScale ships with most catalogs already available and ready to install.

Steps to Import a Catalog

1. Access the Catalogs module

   • Navigate to the Catalogs section in your RegScale instance

2. Initiate the import process

   • Click the Import button in the upper right-hand corner

3. Select the import type

   • Under "Select Import Type", click the Import RegScale Catalogs button
   • This loads a list of all available catalogs that have not been installed

Understanding the Catalog List

When viewing available catalogs, you'll see two options for each entry:

• Learn More button: Opens a modal window with additional details about the catalog, including:
  • Abstract or description
  • Publication date of the original regulatory source material
• Add button: Installs the selected catalog to your system

Verification

Once a catalog has been installed, it will appear in your Catalogs module view whenever you access it.

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Import from File

When to Import from File

There are several scenarios where importing a catalog from file is necessary:

• Licensed regulatory frameworks: Some frameworks (such as ISO) have licensing restrictions and cannot be distributed through the system catalog. Contact your RegScale representative for more information on obtaining these catalogs.

• Immediate catalog updates: You need an urgent update to an existing catalog and cannot wait for the next application release.

• Custom catalog migration: You're importing a custom catalog that was exported from another RegScale installation.

Steps to Import a Catalog from File

1. Access the Catalogs module

   • Navigate to the Catalogs section in your RegScale instance

2. Initiate the import process

   • Click the Import button in the upper right-hand corner

3. Select the import type

   • Under "Select Import Type", click the Upload button (this is the default option)
   • A file upload screen will appear

4. Upload your catalog file

   • Drag and drop a valid RegScale catalog file into the upload area, or
   • Click to open a system dialog and browse to select your file

5. Complete the import

   • Once the file is selected, follow the on-screen prompts to complete the import process
   • The catalog will be installed and become available in your Catalogs module