Bulk Upload Preceptor

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Bulk Upload Preceptor

Bulk Upload Preceptors

This article provides step-by-step instructions on creating multiple preceptor accounts at once. This process will create an account for a preceptor, which will give them the ability to manage and review items based on the school's operation.

If the preceptor does not wish to be in ACEMAPP, please contact ACEMAPP support at 844-223-4292.

Step 1:

From your home screen, click the "Members" tab and select the "Preceptor" under the "Affiliation" column from the drop-down menu.

Image pointing to Members tab and preceptor tab on the dropdown menu under Affiliation column

Step 2:

Click the "Create" tab, then the "Bulk Upload" tab from the drop-down menu.
Image pointing to Create tab and Bulk Upload tab on the dropdown menu from Manage Preceptors (Affiliated) page

Step 3:

NOTE: It is highly recommended you download a new template and use that for your upload.

Under "Step 1: Download a template", select the correct program from the drop-down menu and click the "Pull Template" button, then click "Download Template" button.

With the downloaded CSV file, open the file and fill out the required columns. Save the CSV file to your computer.

Image pointing to program dropdown, the pull template button and the download (program name) template button under Step 1: Download a template section

Step 4:

Under "Step 2: Upload Completed Template", click the "Start Upload Process" button to upload your completed template.

Image pointing to Start Upload Process button under Step 2: Upload Completed Template section

Step 5:

Select the program of the faculty accounts you are uploading.

You can also add any tags you would like applied to this group of faculty to find them quickly later on, although it is optional to do so.

You may then choose your completed CSV file by clicking the "Browse" button under the "Select the CSV" required field.

When you have verified all the data is correct, click the "Submit" button.

Tag(s)

The system allows tags uploaded from the CSV file. The tag needs to be pre-existing in the system and needs to match exactly how it is in the system.

Multiple-Tags

The system does allow you to upload multiple tags at once. However, the tags need to be pre-existing in the system; the tags must be separated with a verticle bar (aka a pipe | not to be confused with a capital i), and match exactly to what is in the system.

Uploading Tags will-not create new tags in the system. New tags are created during on-screen Step 2, by clicking the "Create New Tag" button.

Image pointing to submit button, browse button under select the CSV field, the select a program field, add tags field on a review of your data page

Step 6:

Information from the CSV file is populated into the "Review Data" section.

Review and edit the information as needed.

Required fields are denoted with an orange bar.

Please complete all the required information before moving forward.

Fields that require attention are highlighted in red.

Once you have confirmed that the data is correct, click the "Submit" button to finish.

Image pointing to Review your data header and submit button on Bulk upload page

NOTE: Do not use this for already existing Preceptors to change their program. Please use the Invitation system to add already existing preceptors. For additional information, please review the related articles below.

Step 7:

Next, you will see a Processing Complete pop-up.

The pop-up confirms new accounts successfully created. Please review to make sure all your accounts are listed.

When done confirming, click the "Close" button.

If you would like to add a new group, click the "Start New List" button.

To go back to your original data and remove the accounts that are successfully created, click the "Clear Completed" button.

Image pointing to information on Processing Complete pop-up window, and the Close, Clear Completed and Start New List button

FAQ

What should I do if my data is highlighted in red?

Please review the information entered. Fields that require attention are highlighted in red. Make a note of the column the data is in and any errors that these fields may contain. If a date field is highlighted, please verify that the Date is entered correctly (If it is a completion date, it cannot be a date in the future. If it is an email field, please verify that the email address is correctly typed).

Image highlighting red required fields with error, and It looks like there are still errors in the data. Please take care of any of the red fields before attempting to submitting your data page

What do I do if I have uploaded the incorrect data or would like to start over?

Click the "Start Over" button. Update the information entered in your CSV file then follow the steps outlined above to resubmit. You can also refresh the page.

Image pointing to the start over button on bulk upload page

Related Articles


Bulk Uploading New Member
Bulk uploading members is a quick and efficient way to add new members for management within the ACEMAPP system. Use the Invitation system to invite existing members to a new organization or to change their program.
Create Preceptor Account
Create Preceptor accounts in order for Preceptors to be available for students to select for case and time logs. This also allows Preceptors to manage logs.
Bulk Upload Faculty
The Bulk Upload feature is a quick and efficient way to create multiple faculty accounts at once. 
Tags: Adding or Removing
Tags are useful for sorting users in ACEMAPP into groups when managing them. Once you create a tag, you may need to add or remove tags from users to help you better organize your users in ACEMAPP.
Tags: How to Create
It is helpful to group members in ACEMAPP using tags. You can create tags for students by graduating class, cohort, or any other way that may be beneficial. Members can have multiple different tags, as well.