The following imports are in support of Rotation Surveys only.


Site Import

  • Matching is only by site name and includes the database.
  • Active flag defaults to YES if empty.
  • Active flag is set to YES if the word in the column starts with ‘Y’ or ‘y’
  • New site types are always added and logged.
  • The site administrator identifier, if supplied, is looked up for faculty by username, SchoolId, then email.
  • The site administrator role is added for all people found in this import.
  • If the site administrator is included, but cannot be found in the database, a warning is issued.
  • Duplicates are eliminated based on site name. Only the first record found is kept.
  • If more than one site is found when matching, the record is set as an error.


Block Import

  • Matching in on Block Code only
  • Month/Day for block start and end are specified by separate columns.
    • The expected values for months are numbers from 1-12.
    • The expected day of the month numbers are from 1-31.
    • Leap year is always accounted for. The year 2008 is applied behind the scenes to ensure that this is the case.
    • Any invalid dates will error out the record.
  • The sort order can be any number up to five digits.
    • Any invalid orders (non-numeric, less than zero, greater than 9999) will be set to zero.
    • Sort order validation runs both post import and when saving on the Block detail screen.
    • Any non-zero ties in sort order (e.g. more than one block has an order of “1”) will force a re-order of all blocks with an order based on the current order, start date (July-Dec before Jan-June), end date(July-Dec before Jan-June), block code, block name.
    • Any blocks with a zero order are ordered AFTER any current ordering in the table based on the order: start date (July-Dec before Jan-June), end date(July-Dec before Jan-June), block code, block name
    • If, after importing, the sort order is not optimal… the Block List screen has a feature to re-order all blocks.


Course/Block Import

  • Course lookup is done exactly the same as enrollments (same code base). The section and period are optional, but chances of finding more than one course are reduced if both are included.
  • Block lookup is done using the block code only.
  • If more than one block is found to match, the record will error out. For maximum success, avoid creating duplicate block codes through the Block List screen.
  • All existing course/block associations are removed for the courses found in the import if the radio for Overwrite vs. Preserve is set to Overwrite. The number of associations removed is reported as a summary in the import log.


Course/Site Import

  • Course lookup is done exactly the same as enrollments (same code base). The section and period are optional, but chances of finding more than one course are reduced if both are included.
  • Site lookup is done by searching both the site long name and short name.
  • If more than one site is found to match, the record will error out. For maximum success, avoid creating duplicate sites in both the full name and short name.
  • All existing course/site associations are removed for the courses found in the import if the radio for Overwrite vs. Preserve is set to Overwrite. The number of associations removed is reported as a summary in the import log.