admin:spreadsheet_file_format
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admin:spreadsheet_file_format [2019/07/11 17:39] – [Creation] lillie | admin:spreadsheet_file_format [2020/01/14 11:34] – [Format (Syntax)] gregor | ||
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====== Spreadsheet File Formats ====== | ====== Spreadsheet File Formats ====== | ||
- | To create a viable spreadsheet file capable of transition | + | To create a viable spreadsheet file capable of transfer |
With the assistance of this guide, the task of creating spreadsheet(s) for initial data load will be most efficient. A minimum of two sets of data should be provided: the [[admin: | With the assistance of this guide, the task of creating spreadsheet(s) for initial data load will be most efficient. A minimum of two sets of data should be provided: the [[admin: | ||
Ideally, the [[admin: | Ideally, the [[admin: | ||
+ | ===== Blank Spreadsheet with Column Headers ===== | ||
+ | {{ : | ||
+ | |||
===== Faculty & Staff Accounts ===== | ===== Faculty & Staff Accounts ===== | ||
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* Extended care accounts (denoted by letter " | * Extended care accounts (denoted by letter " | ||
- | ==== Syntax (Format) | + | ==== Format |
{{ : | {{ : | ||
A minimum of five columns of information is required to create facility & staff accounts. While it is constructive to fill each column with their respective value, many of these fields are optional. **The information entered should be either in Title Case or lowercase, but __not in all capital letters__.** | A minimum of five columns of information is required to create facility & staff accounts. While it is constructive to fill each column with their respective value, many of these fields are optional. **The information entered should be either in Title Case or lowercase, but __not in all capital letters__.** | ||
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To maintain syntax structure, it is critical to include blank cells in your spreadsheet where information has been omitted (i.e. if first name is not included, leave that space blank and do not delete it from the spreadsheet). The following information should be entered into your spreadsheet as columns in corresponding sequence, with the relevant data entered into the next row: | To maintain syntax structure, it is critical to include blank cells in your spreadsheet where information has been omitted (i.e. if first name is not included, leave that space blank and do not delete it from the spreadsheet). The following information should be entered into your spreadsheet as columns in corresponding sequence, with the relevant data entered into the next row: | ||
- | - LAST NAME [**required**] - Legal last name of account | + | - LAST NAME [**required**] - Last name of account |
- | - FIRST NAME [// | + | - FIRST NAME [// |
- USER ID [// | - USER ID [// | ||
* By default, Silent Dismissal will create accounts with user IDs comprised of the first initial and the last name. If there is a special format desired for the user IDs, such as last.first@email.com, | * By default, Silent Dismissal will create accounts with user IDs comprised of the first initial and the last name. If there is a special format desired for the user IDs, such as last.first@email.com, | ||
* If more than one person exists with the same first initial and the same last name, then one of those persons must be explicitly given an alternate user ID. **User IDs must be unique across all new and current accounts.** | * If more than one person exists with the same first initial and the same last name, then one of those persons must be explicitly given an alternate user ID. **User IDs must be unique across all new and current accounts.** | ||
- | - GRADE [// | + | - GRADE [// |
* Use a numeric value corresponding to the grade level: zero for " | * Use a numeric value corresponding to the grade level: zero for " | ||
- ACCOUNT TYPE [// | - ACCOUNT TYPE [// | ||
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* Defaults to the user's last name in lower case if omitted. May optionally be specified with the same value for all staff during initial configuration | * Defaults to the user's last name in lower case if omitted. May optionally be specified with the same value for all staff during initial configuration | ||
- | ==== Creation | + | ==== Bulk Loading |
Once this data has been collected and input into a spreadsheet, | Once this data has been collected and input into a spreadsheet, | ||
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- Copy & paste your selection from the spreadsheet into the textbox on the page. Remember to review your entry to avoid errors in transfer. | - Copy & paste your selection from the spreadsheet into the textbox on the page. Remember to review your entry to avoid errors in transfer. | ||
- After verifying this data is correct, click on the " | - After verifying this data is correct, click on the " | ||
+ | {{: | ||
===== Student List ===== | ===== Student List ===== | ||
After creating user accounts for Silent Dismissal, the next step is to create your student list. This will allow for the creation of student profiles, which can then be assigned to their respective classrooms, groups, etc. While this process is similar to user account creation, please be aware there are important differences, | After creating user accounts for Silent Dismissal, the next step is to create your student list. This will allow for the creation of student profiles, which can then be assigned to their respective classrooms, groups, etc. While this process is similar to user account creation, please be aware there are important differences, | ||
- | ==== Syntax (Format) ==== | + | ==== Format |
{{ : | {{ : | ||
A minimum of five columns of information is required to create student lists. While it is constructive to fill each column with their respective value, many of these fields are optional. **The information entered should be either in Title Case or lowercase, but __not in all capital letters__.** | A minimum of five columns of information is required to create student lists. While it is constructive to fill each column with their respective value, many of these fields are optional. **The information entered should be either in Title Case or lowercase, but __not in all capital letters__.** | ||
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- GRADE [// | - GRADE [// | ||
* Strongly recommended to allows students to be directly loaded into grade rosters | * Strongly recommended to allows students to be directly loaded into grade rosters | ||
- | - CLASS CODE [// | + | - [[admin: |
* This information can be located by clicking on **REPORTS** then under **DATA REVIEW** click **STAFF REFERENCE**. A reference list of staff and their classrooms should appear, and the class code will be present in the column farthest to the left. | * This information can be located by clicking on **REPORTS** then under **DATA REVIEW** click **STAFF REFERENCE**. A reference list of staff and their classrooms should appear, and the class code will be present in the column farthest to the left. | ||
- | * Strongly recommended to allows | + | * Strongly recommended to allow students to be directly loaded into classroom rosters |
- Student ID [// | - Student ID [// | ||
* Recommended, | * Recommended, | ||
- | FIXME [[admin: | + | [[admin: |
- | ==== Creation | + | ==== Bulk Loading |
Once this data has been collected and input into a spreadsheet, | Once this data has been collected and input into a spreadsheet, | ||
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- Copy & paste your selection from the spreadsheet into the textbox on the page. Remember to review your entry to avoid errors in transfer. | - Copy & paste your selection from the spreadsheet into the textbox on the page. Remember to review your entry to avoid errors in transfer. | ||
- After verifying this data is correct, click on the “Submit” button below the textbox. | - After verifying this data is correct, click on the “Submit” button below the textbox. | ||
+ | {{: | ||
===== Groups, Locations, and Messages ===== | ===== Groups, Locations, and Messages ===== | ||
{{ : | {{ : | ||
Now that the faculty & staff accounts and student lists have been created and reviewed, it is possible to create a spreadsheet with information on the school' | Now that the faculty & staff accounts and student lists have been created and reviewed, it is possible to create a spreadsheet with information on the school' | ||
- | ==== Syntax (Format) ==== | + | ==== Format |
Groups, locations, and messages require two columns of data to be bulk loaded. The information entered should be either in Title Case or lowercase, but not in all capital letters. | Groups, locations, and messages require two columns of data to be bulk loaded. The information entered should be either in Title Case or lowercase, but not in all capital letters. | ||
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- GROUP NAME [**required**] - Name of Group or Location; Body of Message | - GROUP NAME [**required**] - Name of Group or Location; Body of Message | ||
- | ^ Figure 1. __Group Type Codes__ | + | ^ Figure 1. __Group Type Codes__ |
- | | **p** - Carpool | **c** - Club | **d** - Date | | + | | **p** - Carpool | **c** - Club | **d** - Date | **a** - After Care | |
- | | **i** - Immediate | **b** - Bus | **v** - Daycare Van| | + | | **i** - Immediate | **b** - Bus | **v** - Daycare Van| **s** - Sports |
- | | **w** - Walking | **t** - Tutoring | **o** - Other | | + | | **w** - Walking | **t** - Tutoring | **o** - Other | | |
- | | **m** - Message | **l** - Location | **z** - Zone Location | | + | | **m** - Message | **l** - Location | **z** - Zone Location |
- | ==== Creation | + | ==== Bulk Loading |
- From an administrator account, click on **GROUPS** at the top of the page. You should see a dropdown menu. Click on **BULK LOAD**. This will direct you to a webpage with an empty textbox. | - From an administrator account, click on **GROUPS** at the top of the page. You should see a dropdown menu. Click on **BULK LOAD**. This will direct you to a webpage with an empty textbox. | ||
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- Copy & paste your selection from the spreadsheet into the textbox on the page. Remember to review your entry to avoid errors in transfer. | - Copy & paste your selection from the spreadsheet into the textbox on the page. Remember to review your entry to avoid errors in transfer. | ||
- After verifying this data is correct, click on the “Submit” button below the textbox. | - After verifying this data is correct, click on the “Submit” button below the textbox. | ||
+ | {{: | ||
===== Bus Stops ===== | ===== Bus Stops ===== | ||
{{ : | {{ : | ||
Finally, the last spreadsheet to be prepared for bulk loading is the bus stop spreadsheet. While some schools have used this feature, it is considered to be optional. | Finally, the last spreadsheet to be prepared for bulk loading is the bus stop spreadsheet. While some schools have used this feature, it is considered to be optional. | ||
- | ==== Syntax (Format)==== | + | ==== Format |
Bus stops may be set by parents if desired by the school. To load the bus stops two pieces of information are required: | Bus stops may be set by parents if desired by the school. To load the bus stops two pieces of information are required: | ||
- BUS STOP NAME [**required**] - Name of the bus stop, usually an address | - BUS STOP NAME [**required**] - Name of the bus stop, usually an address | ||
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* Each bus stop list must be loaded individually for each bus and the ordering of the bus stops is predicated on the order of the list. | * Each bus stop list must be loaded individually for each bus and the ordering of the bus stops is predicated on the order of the list. | ||
- | ==== Creation | + | ==== Bulk Loading |
- | - From an administrator account, click on **GROUPS** at the top of the page. You should see a dropdown menu. Next, click on **BUS**. This will direct you to a webpage that looks like the screenshots below. | + | - From an administrator account, click on **GROUPS** at the top of the page. You should see a dropdown menu. Next, click on **BUS**. From the table of buses, click the value of the bus you would like to edit under the " |
- Using your spreadsheet containing account data, select the columns & rows for each student that must be created, including columns that were left blank during data input as they will serve as a placeholder. | - Using your spreadsheet containing account data, select the columns & rows for each student that must be created, including columns that were left blank during data input as they will serve as a placeholder. | ||
- Copy & paste your selection from the spreadsheet into the textbox on the page. Remember to review your entry to avoid errors in transfer. | - Copy & paste your selection from the spreadsheet into the textbox on the page. Remember to review your entry to avoid errors in transfer. | ||
- After verifying this data is correct, click on the “Submit” button below the textbox. | - After verifying this data is correct, click on the “Submit” button below the textbox. | ||
+ | {{: |
admin/spreadsheet_file_format.txt · Last modified: 2024/03/05 13:13 by 127.0.0.1