Welcome CSV Imports Elizabeth Osika Associate Professor and Campus Administrator

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Presentation transcript:

Welcome CSV Imports Elizabeth Osika Associate Professor and Campus Administrator

CSV Imports  What  Why  How  A couple of cautions

What is CSV Imports  Option under Work Requests  Allows for immediate uploading of data into the system

Why Use CSV Imports  Immediate availability of data  Allows data to be added outside of current systems  Sometimes easier to enter data into a spreadsheet than online forms

How to do CSV Imports  Export data from other systems (e.g. Banner) into a CSV format and upload  Create templates for faculty / end users to populate

How to do CSV Imports  A step-by-step example of templates  Allow faculty to add previous course evaluation data by using a template  Up to faculty member to decide what courses to add  Only they had the data, as evaluations were on paper and returned to faculty

How to do CSV Imports  Access Data Import from Work Requests  Determine fields names from config file

How to do CSV Imports  Create header row with field names and save in Excel (it is important later)

How to do CSV Imports  Create template for faculty and save  May want to lock template header rows

How to do CSV Imports  Distribute to faculty for them to complete and return

How to do CSV Imports  Replace template column titles with saved header row and add username  Save as CSV file

How to do CSV Imports  Follow the steps to upload the file through Data Import process

Cautions  Imported data looses any read-only security  Make sure you select the correct import option

Thank you