Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
plsis:contact_manager [2018/11/07 19:56] max |
plsis:contact_manager [2019/04/01 22:01] (current) max [Contact Manager Upload] |
||
|---|---|---|---|
| Line 79: | Line 79: | ||
| The Contact Manager upload tool can be found at //**Reports > Students > Contact Manager Upload**// | The Contact Manager upload tool can be found at //**Reports > Students > Contact Manager Upload**// | ||
| + | \\ {{ :plsis:contact_manager26.png?nolink&500 |}} \\ | ||
| - | You will need to create a CSV file with the column headers pictured below. The red fields are required for a successful load, while the others are optional. Once you have the file ready to upload, click on the Choose File button, browse for the file on your computer, select the file, then click the blue Import button. | + | You will need to create a CSV file with the column headers pictured below. The **Red** fields are required for a successful load, while the others are optional. Once you have the file ready to upload, click on the Choose File button, browse for the file on your computer, select the file, then click the blue Import button. |
| + | <WRAP round 60% center info> | ||
| + | * **General Header Notes:** | ||
| + | * **Student ID**: Local ID or **Student Number** - Legacy/External ID | ||
| + | * **Contacted By**: Username of the person that is doing the upload and pushing the upload button Example: jdoe | ||
| + | * **Contacted For**: The staff member for which you are loading contacts. It could be the Homeschool Teacher, Counselor, yourself, etc. Spell out the staff name in the following format: Last Name, First Name. This will tag the Staff Name in the log for the student under "Contacted For". | ||
| + | * If there is a **Duration** entered, there is no need to enter **Finish Time**. Only **Start Time** is required. | ||
| + | * IF there is **NO Duration** entered then you would need to have both a **Start Time** and **Finish Time**. The Duration will then be populated on load. | ||
| + | </WRAP> | ||
| \\ {{ :plsis:contact_manager24.png?nolink&700 |}} \\ | \\ {{ :plsis:contact_manager24.png?nolink&700 |}} \\ | ||
| Line 87: | Line 96: | ||
| \\ {{ :plsis:contact_manager25.png?nolink&700 |}} \\ | \\ {{ :plsis:contact_manager25.png?nolink&700 |}} \\ | ||
| + | |||
| + | **Sample Upload:** | ||
| + | |||
| + | \\ {{ :plsis:contact_manager27.png?nolink&600 |}} \\ | ||