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Creating a process diagram from CSV import and nothing happens

Forum|Forum|2 years ago
January 8, 2024
23 replies
645 views

Try as I might, when I upload my CSV as per https://help.lucid.co/hc/en-us/articles/15927090927508-Create-a-process-diagram-from-CSV-import instructions, nothing happens.

I have compared my csv with the one provided as exemple, and I see no difference, even using Visual Studio Code.
I would really like to learn how to properly use this function, so any help on solving the matter would be appreciated.
I do not know how to share my CSV, so here is the code below :

Id,Name,Shape Library,Page ID,Contained By,Line Source,Line Destination,Source Arrow,Destination Arrow,Text Area 1,Text Area 2,Text Area 3
1,Page,,,,,,,,Page 1,,
2,Swim Lane,Flowchart Shapes,1,,,,,,Zephyr support,,
3,Terminator,Flowchart Shapes,1,,,,,,"Problème identifié avec l'application ""Agenda""",,
4,Decision,Flowchart Shapes,1,,,,,,Identifier le Type de Problème,,
5,Decision,Flowchart Shapes,1,,,,,,Incident,,
6,Decision,Flowchart Shapes,1,,,,,,Bug,,
7,Decision,Flowchart Shapes,1,,,,,,Utilisation du logiciel,,
8,Decision,Flowchart Shapes,1,,,,,,Demande de changement,,
9,Process,Flowchart Shapes,1,,,,,,Déterminer la nature de l'incident,,
10,Process,Flowchart Shapes,1,,,,,,Réseau (Ligne 1 ? Exploitation ? Support ETNIC),,
11,Process,Flowchart Shapes,1,,,,,,Matériel (Ligne 1 ? Échange matériel),,
12,Process,Flowchart Shapes,1,,,,,,Logiciel (Ligne 1 ? Tiers),,
13,Process,Flowchart Shapes,1,,,,,,Zéphyr (Ligne 1 ? Support ETNIC),,
14,Process,Flowchart Shapes,1,,,,,,Suivi et correction des bugs,,
15,Process,Flowchart Shapes,1,,,,,,Ligne 1 ? Ligne 2 ? Support ETNIC,,
16,Process,Flowchart Shapes,1,,,,,,Commencer par la documentation d'auto-assistance,,
17,Process,Flowchart Shapes,1,,,,,,Demander de l'aide à des collègues/Ambassadeurs,,
18,Process,Flowchart Shapes,1,,,,,,Formation par des formateurs,,
19,Process,Flowchart Shapes,1,,,,,,Contacter le référent métier,,
20,Process,Flowchart Shapes,1,,,,,,Gestion de la Demande de Changement,,
21,Terminator,Flowchart Shapes,1,,,,,,La ligne de support appropriée est contactée et le problème est pris en charge,,
22,Line,,1,,1,2,None,Arrow,,,
23,Line,,1,,2,4,None,Arrow,,,
24,Line,,1,,2,5,None,Arrow,,,
25,Line,,1,,2,6,None,Arrow,,,
26,Line,,1,,2,7,None,Arrow,,,
27,Line,,1,,4,12,None,Arrow,,,
28,Line,,1,,12,13,None,Arrow,,,
29,Line,,1,,12,14,None,Arrow,,,
30,Line,,1,,12,15,None,Arrow,,,
31,Line,,1,,12,16,None,Arrow,,,
32,Line,,1,,5,22,None,Arrow,,,
33,Line,,1,,22,24,None,Arrow,,,
34,Line,,1,,6,26,None,Arrow,,,
35,Line,,1,,26,27,None,Arrow,,,
36,Line,,1,,27,28,None,Arrow,,,
37,Line,,1,,28,29,None,Arrow,,,
38,Line,,1,,7,34,None,Arrow,,,
39,Line,,1,,34,36,None,Arrow,,,

Thanks a lot for your help

process diagram import

Best answer by Phillip W

Hey @gilles -- thanks for the reply! I would recommend creating the diagram you’d like then download that as a CSV file. Check through the file and compare it to the CSV you’ve created to determine what exactly the differences are and what could be causing this discrepancy.

Hope this helps -- let us know if this doesn’t work for you or if you have any other questions!

Show previous replies

N

ngnten

ID	Shape	Text	Parent
1	Process	Start: DHS Trans
2	Process	Download HFS 271 Eligibility Check Result Files	1
3	Process	Log into MEDI (Internet Explorer + Java 8)	2
4	Process	Navigate to IEC - Click 'Download Files'	3
5	Process	Select Entity 371222958015	4
6	Process	Check all EDI 271 Files marked 'NO'	5
7	Process	Download to n:\hfsebrtn\ directory	6
8	Process	Go into CIS to process result files	7
9	Process	Repeat: Download EDI FA Files from MEDI	8
10	Process	Download FA Files to n:\hfs997mh\ directory	9
11	Process	Go into CIS	10
12	Process	Create IHPA/IlliniCare/Aetna BH Claim Files in CIS	11
13	Process	Enter 4/1â€“4/15, check Youthcare only, click OK	12
14	Process	Snapshot billing PDF and label in Word	13
15	Process	Repeat for 4/16â€“4/30 Youthcare	14
16	Process	Run full month for Illinicare, snapshot and label	15
17	Process	Create FHP/ICP 837p Claim Files and Submit to Trizetto	16
18	Process	Enter 4/1â€“4/30, All MCOs, click OK, snapshot billing	17
19	Process	Create MMAI 837p Claim File and Submit to Trizetto	18
20	Process	Enter 4/1â€“4/30, All MCOs, snapshot billing	19
21	Process	Run back-billing from 07/01/24â€“03/31/25, snapshot	20
22	Process	Log into Trizetto via CIS	21
23	Process	Send/Receive Files > Accept Terms > Send	22
24	Process	Take snapshot and log out	23
25	Process	Create DHS 837p Claim File (4/1â€“4/30), snapshot	24
26	Process	Run DHS back-billing 7/1â€“3/31, snapshot	25
27	Process	Submit SASS Claim File for current month	26
28	Process	Run SASS back-billing, snapshot	27
29	Process	Log into MEDI again	28
30	Process	Upload X12 Files from n:\hfs837mh\	29
31	Process	Copy Confirmation # from MEDI to CIS for DHS	30
32	Process	Copy Confirmation # from MEDI to CIS for SASS	31
33	Process	Import 999 Files	32
34	Process	Run 3 reports in CIS using Data Mining	33
35	Process	Format reports in Excel (DHS, MCO, SASS)	34
36	Process	Label, save, and sort reports for GP	35

N

ngnten

Client Registration:
To be completed weekly.
CIS
DHS Transaction
Create Client Registration File
Yes
Dates (Beginning of Fiscal Year to today’s date)
OK
Provider Connect -Bottom Right Corner of CIS Screen. Make sure this opens in Internet Explorer.
User ID 803235
Password: See Master Word Document for current password
Agree then OK
EDI Homepage
Submit Batch
Batch Reg Form Type
Next
Next
Select “cr” file (from dhsvosb file from N: Drive)
Submit
(Check if passed validation)
After the beginning of next hour is over, go back into EDI homepage and check Provider Connect incoming files. Check date posted to see if any files came in. There should be at least an A and R file and maybe an E file. Only download the A and E files. Click on file to download and it will go to a view incoming files page. Then click on file name again. DO NOT click on select file box. Click on SAVE AS and select dhsvort file from N: Drive for both A and E files.
Click back into CIS window.
Import Downloaded Registration Result Files into CIS
OK
270 File Upload:
To be completed weekly.
In CIS click Submit HFS 270 Eligibility Check File
Yes
No
Select July 20xx.
OK.
If it comes up with files that with missing data, copy the client data to another excel sheet. Fix the client data in CIS that can be fixed and run again.
2
Wait for processing to be completed. There will usually be 4-9 files to upload.
OK.
HFS Site (MEDI)
IEC
Upload
Select entity dropdown (15) at the end.
In Directory to be uploaded type: n:\hfsebsub
Click on Add Directory Files
Click all boxes in bottom box
Click on upload files
Copy confirmation # at the top of the page
Click back into CIS
Click on HFS Eligibility File Submission Log
Click on top confirmation box then click on edit confirmation status and paste confirmation #.
Save.
Client Registration and the 270 File Upload is normally Day 1 of Medicaid billing but is now done on a weekly basis.
Next Step: HFS 271 Eligibility Check File Download & Process.
CIS Screen Print for Reference:

Ambar D

Lucid community team

Hi @ngnten, thank you for adding to this thread. Sorry to hear you’re experiencing trouble with this but I’m happy to take a closer look.

In your example, it appears that the columns of Name, Shape Library, Page ID, Contained By, and Text Area 1 are missing. I recommend ensuring that your CSV file includes all the required columns listed here:

Id
Name
Shape Library
Page ID
Contained By
Text Area 1

I would recommend reading through this article to understand how to set up the data: Create a process diagram from CSV import. Please let me know if you run into trouble adding the required columns or have any further questions here!

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