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Load Past Appointments and Past Events

This article reviews how to load past appointments and past events onto a faculty member's profile.

 

View Past Appointments/Events

Navigation: Faculty > checkboxes > Actions > View Appointment History

  1. Click Faculty on the navigation menu.
    Faculties selected under Lifecycle Management
  2. Click the desired Faculty Member name.
  3. Select View Appointment History under the Actions dropdown.
    View Appointment History selected under the Actions dropdown
  4. The Appointment History will now display.

Upload Past Appointment/Events Data

1. Navigate to New Upload under Administration 

Navigation: Administration > Load Data > New Upload

  1. Click Administration on the navigation menu.
    Administration selected under Lifecycle Management
  2. Click the Load Data tile on the Administration page.
    Load Data tile with Upload a CSV of items to quickly set up your account written below
  3. Click the New Upload button in the upper right-hand corner.
 
 

2. Upload items using the File Upload Process

  1. Select Past Events as the Type of item to upload using the dropdown. File uploads must be loaded in this sequence:
    1. Series
      2. Professional Journeys
      3. Ranks
      4. Rank Events 
      5. Faculty Profile
      6. Appointments
      7. Past Events (optional)
      8. Workload (optional)
  2. Click Select File for Upload to select desired file to upload.
  3. Click Continue & Process when finished.
 

3. Download and Complete Template

  1. Click the Download the template for detailed instructions on loading a "Past Events" file link to download a CSV template with the required fields already set up.
    Load Type section with Past Events selected and the Download the template for detailed instructions on loading a "Past Events" file link selected
  2. Open the downloaded CSV template.
  3. Read the Instructions tab, and the Data_Sample tab. The Data_Sample tab provides an example of the data format that will be used.

    Note that the instructions ask to create a file using the required columns. These are listed under the Field column on the Instructions tab of the CSV template.

     

    Most spreadsheet applications will change the filetype of the downloaded spreadsheet to their native file format. It is necessary save the completed file with the CSV filetype before it can be uploaded. No other file format can be accepted.

     
  4. Enter the appropriate values on the Past_Events_Template tab.
  5. Save the file as a CSV file.

    Before saving the file, if the file was built by entering data into the the template, Delete the Instructions and Data_Sample tab.

     
  6. Click Select File for Upload when finished saving the template.
    File Upload section with Select File for Upload button selected.
  7. Check the Configuration box and the Preview to confirm the mapping for each column in the uploaded file.
  8. Click through the rows of the file using the Previous and Next button to make sure the data is accurate.
  9. Click Continue & Process when finished.
 
 
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