As an Administrator, you can create and update multiple records using a CSV import. You can also export Registration & Certification information as a CSV file.
As an administrator with the Bulk Upload role, you can use the CSV import functionality.
To import Registration & Certification information via CSV, navigate to the Registration & Certification screen. Click Registration and Certification on the left navigation bar. You can see this option when you have the Manage Registration & Certification role.
Click Import and Update on the top right of your screen.
A popup screen is displayed.
On the Import and Update Qualifications screen, you can click the Tips icon on the top-right.
A sidebar will be displayed - here you can view the details of the mandatory fields required. You can also click Download Sample File to download a sample file that you can use for upload.
Drag and drop the CSV file, or click Select file to browse for the CSV file. Please note that your file must be saved in CSV format, and must be less than 2 MB in size.
Select the separator, this defaults to a comma.
A Validation Report displays the number of records that can be imported successfully, and the number of errors detected. Above the Errors table, you can locate the option to export the list of errors as a .csv file.
You have the option to cancel the import, or to upload the accepted records.
If you continue, the accepted records will be updated. In case of errors, you will be presented with an option to export the list of errors as a .csv file.
Fields in the CSV file
The CSV file should contain the following columns in exactly the same order:
|text||up to 128 characters|
|ULN||text||up to 128 characters|
|Status||text||up to 128 characters;
Accepted values: Not registered, Registered, Achieved, Certificate Claimed, Certificate Received, Certificate Sent, Exempt, Registration Not Required
|Registration number||text||up to 128 characters|
|Registration date||date||format dd/mm/yyyy|
Certificate claimed date
|Achieved date||date||format dd/mm/yyyy|
|Certificate received Date||date||format dd/mm/yyyy|
|Certificate Sent Date||date||format dd/mm/yyyy|
|Postal Tracking Reference||text||up to 128 characters|
- Qualification Number
- If blank values are imported against any field, this will remove the existing value from the learner record field.
Export Registration & Certification information
As an Administrator with the Data Export role, you can export Registration & Certification information as a CSV file. You can then use this file to provide the Awarding Organisation with data to register multiple learners.
Click Registration and Certification on the left navigation bar. You can see this option when you have the Manage Registration & Certification role.
On the Registration and Certification screen, select the records you want to export. You can select individual records, or you can use the options available in the header row to select all the items displayed on the page, or all the items in the list.
When you select one or more records, a banner on the top of your screen will appear - the banner states the number of items you have selected and gives you the option to export them. To export the records, click Export.
The exported information has the following columns:
- Full name
- Awarding body (Awarding Organisation)
- Registration number
- Completion date (Planned Achievement Date)
- ProgramName (Programme Name)
- Aim ref number (Qualification Number)
- Certificate received
- Certificate claimed
- Achieved Date
- Certificate Sent Date
- Postal Tracking Reference