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admin:spreadsheet_file_format [2019/07/25 22:57] – [Creation] lillieadmin:spreadsheet_file_format [2024/03/05 13:13] (current) – external edit 127.0.0.1
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   * Extended care accounts (denoted by letter "e") are used for after school activities.   * Extended care accounts (denoted by letter "e") are used for after school activities.
  
-==== Syntax (Format)  ====+==== Format (Syntax)  ====
 {{ :lillie:spreadsheet-setup-1.png?600|}} {{ :lillie:spreadsheet-setup-1.png?600|}}
 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 user +  - LAST NAME [**required**] - Last name of account holder 
-  - FIRST NAME [//optional//] -  Legal first name of account user+  - FIRST NAME [//optional//] -  First name of account holder
   - USER ID [//optional//] -  User ID for account   - USER ID [//optional//] -  User ID for account
     * 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, then include this value.     * 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, then include this value.
     * 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 [//optional//] - Grade associated with the account user+  - GRADE [//optional//] - Grade associated with classroom accounts; has no relevance for other account types
     * Use a numeric value corresponding to the grade level: zero for "kindergarten", -1 for "4 year old pre-K", -2 for "3 year old pre-K", and -3 for "Other", such as mixed grade special education classroom teachers     * Use a numeric value corresponding to the grade level: zero for "kindergarten", -1 for "4 year old pre-K", -2 for "3 year old pre-K", and -3 for "Other", such as mixed grade special education classroom teachers
   - ACCOUNT TYPE [//optional//; defaults to classroom] - Type of user account (refer to list above)   - ACCOUNT TYPE [//optional//; defaults to classroom] - Type of user account (refer to list above)
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 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,​ mainly in syntax for the spreadsheet. 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,​ mainly in syntax for the spreadsheet.
  
-==== Syntax (Format) ====+==== Format (Syntax ====
 {{ :lillie:spreadsheet-setup-2.png?600|}} {{ :lillie:spreadsheet-setup-2.png?600|}}
 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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   - LAST NAME [**required**] - Student'​s legal last name in Title Case   - LAST NAME [**required**] - Student'​s legal last name in Title Case
-  - FIRST NAME [//​optional//​] - Student'​s legal first name in Title Case+  - FIRST NAME [**required**​] - Student'​s legal first name in Title Case
     * Strongly recommended to avoid confusion of students     * Strongly recommended to avoid confusion of students
-  - PICK-UP ID NUMBER [//​optional//​] - Numeric value from 1 to 4999 +  - PICK-UP ID NUMBER [**required**​] - Numeric value from 1 to 4999 
-    * Strongly recommended that all students be assigned a carpool ID +    * Strongly recommended that families share the same Pick Up ID # 
-  - GRADE [//​optional//​] - Numeric value from -3 to 12 +  - GRADE [**required**​] - Numeric value from -3 to 12; -3 is Other, -2 is 3PK, -1 is PK, 0 is Kindergarten 
-    * Strongly recommended to allows students to be directly loaded into grade rosters +  - [[admin:class_code|CLASS CODE]] [**required**​] - Numeric value that corresponds to a specific classroom.
-  - [[admin:class_code|CLASS CODE]] [//​optional//​] - Numeric value that corresponds to a specific classroom.+
     * 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 allow students to be directly loaded into classroom rosters     * Strongly recommended to allow students to be directly loaded into classroom rosters
-  - Student ID [//​optional//​] - Unique ID given to student+  - Student ID [**required**​] - Unique ID given to student
     * Recommended,​ however will be available for updates later     * Recommended,​ however will be available for updates later
  
-FIXME [[admin:load_data#​students|More details]] on how to generate carpool IDs and the class codes. If you don't have carpool pick up ID numbers assigned, then use your student information system to export the street address in place of the class code listed above.+[[admin:load_data#​students|More details]] on how to generate carpool IDs and the class codes. If you don't have carpool pick up ID numbers assigned, then use your student information system to export the street address in place of the class code listed above.
  
-==== Creation ====+==== Bulk Loading ====
  
 Once this data has been collected and input into a spreadsheet,​ enter the information your spreadsheet to our system by doing the following: Once this data has been collected and input into a spreadsheet,​ enter the information your spreadsheet to our system by doing the following:
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 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's Groups, Locations, and Messages for data load. This can be accomplished by using the format below to put together another spreadsheet. 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's Groups, Locations, and Messages for data load. This can be accomplished by using the format below to put together another spreadsheet.
  
-==== Syntax (Format) ====+==== Format (Syntax ====
  
 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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 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 (Syntax ====
 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 "Stops" column. This will direct you to a webpage that looks like the screenshots below.
   - 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.
 {{:lillie:bus-stop-loading-1.png?600|}} {{:lillie:bus-stop-loading-2.png?600|}} {{:lillie:bus-stop-loading-1.png?600|}} {{:lillie:bus-stop-loading-2.png?600|}}
admin/spreadsheet_file_format.1564109831.txt.gz · Last modified: 2024/03/05 12:58 (external edit)