Changes for page Batch Uploads

Last modified by Matthew Deceunynck on 2015/07/02 17:24
From version Icon 12.1 Icon
edited by karimpirani
on 2014/07/09 17:28
Change comment: There is no comment for this version
To version Icon 15.1 Icon
edited by karimpirani
on 2014/07/14 17:58
Change comment: Upload new image batch uploads - sample.PNG

Summary

Details

Icon Page properties
Content
... ... @@ -1,19 +1,25 @@
1 1  **Batch Data Upload Process**
2 2  
3 -
3 +The batch data upload process allows you to quickly populate the system database with existing data that is already recorded in electronic format on one of your other data systems. The following is a step-by-step guide to making your way through this process.
4 4  
5 -The batch data upload process allows you to quickly populate the system database with existing data that is already recorded in electronic format on one of your other data systems. The following is a step-by-step guide to making your way through this process.
6 6  
7 -
6 +csv process - batch uploads - common looking/format data (export/import)
7 +usually, CSV: text file, 1 line in file per assessment ;;; client id, date, score, assessor ~-~-- way to transfer assessment data
8 8  
9 -You must review and fulfill these [[Prerequisites >>doc:Prerequisites]]prior to proceeding with this Batch Upload Process.
9 +Prepare your file for uploading:
10 10  
11 -
11 +~1. CSV file type: please note that you will be required to upload all data to the system as a CSV file. Short for comma-separated values file, these files enable both parties (i.e. those responsible for importing and exporting the data) to have common expectations as to the data that must be uploaded and what the data signifies. They also prove to be the simplest and most effective way to transfer assessment data for clients. In the batch upload process, therefore, your CSV file will contain all the necessary and pertinent information for clients. Each CSV file, usually a text file, can contain information about many different clients. An outline for what to include and what format to use is shown below.
12 12  
13 -Use these [[Batch Upload Data Formats>>doc:Batch Upload Data Formats]] and examples to guide you through the process of uploading your organization's data.
14 14  
15 -
14 +* Use of CSV file.
15 +* Export of client's data to CSV file format
16 +* Show a few columns on a fake and limited spreadsheet.
16 16  
18 +Batch Upload Data Formats
19 +
20 +* Most common upload formats include: Role, Client, Staff Member, etc.
21 +* Some customized formats may be available or could be developed. Please contact OA for more information.
22 +
17 17  **General Uploading Process**
18 18  
19 19  ~1. Log into the application
Icon batch uploads - sample.PNG
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.karimpirani
Size
... ... @@ -1,0 +1,1 @@
1 +8.2 KB
Content Icon