Changes for page Batch Uploads
Last modified by Matthew Deceunynck on 2015/07/02 17:24
From version
13.1


edited by Matthew Deceunynck
on 2014/07/10 09:37
on 2014/07/10 09:37
Change comment:
There is no comment for this version
To version
15.1


edited by karimpirani
on 2014/07/14 17:58
on 2014/07/14 17:58
Change comment:
Upload new image batch uploads - sample.PNG
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... ... @@ -1,27 +1,27 @@ 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 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 7 7 8 -Prere quisites-9 +Prepare your file for uploading: 9 9 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. 10 10 11 -* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Use of CSV file. 12 -* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Export of client's data to CSV file format 13 -* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Show a few columns on a fake and limited spreadsheet. 14 14 15 -(% style="font-size: 14px; background-color: rgb(245, 245, 245);" %) Batch Upload Data Formats 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 17 17 18 -* List most common upload formats.19 -* Some customized formats may be available or could be developed. 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. 20 20 23 +**General Uploading Process** 21 21 22 - 23 -(% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**General Uploading Process** 24 - 25 25 ~1. Log into the application 26 26 27 27 2. Select the Batch Uploads option under the Administration sidebar
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