Completing the Staff Certifications Template

Modified on Sat, Jul 25 at 11:20 AM

Instructions for completing the template:

Expected file format:

Excel File
Columns may appear in any order
First row must contain the column names as described below
All required columns MUST appear in the file. Other columns are optional.
Columns are not case sensitive. Description is the same as DESCRIPTION.
Existing staff are located by Staff Id or SSN
New certificates are created.
Existing certificates are never deleted.
Existing data for that field is untouched if a value is blank or the column is not in the import file.

Details for data in the template:

Column	Sample Data	Required?	Notes
Staff Id	1000	YES	Staff Id field or SSN field is required.
SSN	123-45-6789	YES	Staff Id field or SSN field is required, Must be in the format '###-##-####'.
Last Name	Doe	No
First Name	John	No
Endorsement Code	1605	YES	Endorsement Code is a required field. See Credential Endorsement Codes on the Setup->Codes screen for options.
Credential Type	1	No	See Credential Type Codes on the Setup->Codes screen for options.
State Tracking Number	123456789	No
Certificate ID	7654321	No
Start Date	4/10/2017	No	Must be in the format 'M/d/yyyy' or 'MM/dd/yyyy'.
End Date	8/6/2020	No	Must be in the format 'M/d/yyyy' or 'MM/dd/yyyy'.
Activation Date	4/3/2017	No	Must be in the format 'M/d/yyyy' or 'MM/dd/yyyy'.
County Registration Date	4/3/2017	No	Must be in the format 'M/d/yyyy' or 'MM/dd/yyyy'.
Teacher prep Code	1	No	Options are '1' (Alternate Route) or '2' (Traditional).
Prep Program Code	04	No	See Post Secondary Institution Codes on the Setup->Codes screen for options.
Alt Route Program	45	No	See Alternate Route Provider Codes on the Setup->Codes screen for options
Note	This is a note	No	Enter the Text of the note. The imported note WILL NOT honor carriage-returns, tab, or other spacing.

Attachments (1)

CertificationsImportTemplate.xlsx
10.7 KB