Bulk Upload Faculty

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Bulk Upload Faculty

Bulk Upload Faculty

The Bulk Upload feature is a quick and efficient way to create multiple faculty accounts at once.

Step 1:

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

image pointing to Members tab and faculty tab under Affiliation column on dropdown from school user dashboard

Step 2:

In your Manage Clinical Faculty (Affiliated) table, click Manage and select "Bulk Upload" from the drop-down menu.

image pointing to Manage dropdown and Bulk Upload tab on Manage faculty 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. Once the template is generated, click the "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, pull template button, download (program name) template button on step 1: download a template section


Tag(s)

The system also allows tags to be uploaded from the CSV file. The tag MUST already exist in the system and must match EXACTLY how it appears in the system.

Multiple-Tags

The system does allow you to upload multiple tags at once. However, the tags MUST already exist in the system; they must be separated with a verticle bar (aka a pipe | - not to be confused with a capital i), and match EXACTLY how it appears in the system.

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


Step 4:

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

image pointing to Step 2: Upload Completed Template heading and start upload process button on bulk manage page

Step 5:

Select the program for 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 (this is optional).

Browse your device for the completed CSV file by clicking the "Browse" button under "Select the CSV".

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

image pointing to Select a program required field, the add tags (optional) field, the browse button under the select the CSV required field and the submit button on Review your data page

Step 6:

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

Review and edit the information as needed:

  • Required fields are denoted with an orange bar. Please complete all of 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 Faculty to change their program. Please use the Invitation system to add already existing faculty. 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.

  • Once confirmed, click the "Close" button to finish.
  • 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 submit

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


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 Uploading New Members
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.
Bulk Upload Preceptor
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/or review items based on the school's process.