Completing the Staff Notes Template

Modified on Sat, Jul 25 at 10:43 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 staff notes are created.
Existing staff notes 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
Category	GENERAL	No	See Setup->Codes->Note Categories for options and creation of Category. Use the Category CODE in the template.
Notes	This is an example note.	YES	Enter the Text of the note. The imported note WILL NOT honor carriage-returns, tab, or other spacing.

Attachments (1)

StaffNotesImportTemplate.xlsx
10.5 KB