Import Business Rules

Overview and Basic Rules for Imports
Each import has specific business rules that need to be adhered to. The basic rules for required fields, fields that can be updated, and fields utilized to ...
Thu, Jul 27, 2017 at 12:00 PM
Overall Rules for People Imports
Updates will only take place if the checkbox for Overwrite is checked Matching Match on the column specified in import settings: Username or SchoolI...
Thu, Jul 27, 2017 at 12:18 PM
Rules for Faculty Imports
Add Faculty, Responsible Faculty, and Participating Faculty roles if missing The primary role is set to Dual if student in faculty import If the tole...
Thu, Jul 27, 2017 at 4:13 PM
Rules for Student Imports
Add student role if missing The primary role is set to Dual if faculty found in student import. If the tolerance threshold for the number of faculty ...
Thu, Jul 27, 2017 at 4:13 PM
Rules for Dual Role/TA Imports
Add Faculty, Responsible Faculty, Participating Faculty roles if missing Add student role if missing Add T/A role if the Auto-add the T/A role for dua...
Thu, Jul 27, 2017 at 3:54 PM
Rules for Course Imports
New programs will be added only if Create any non-existent Programs checkbox is checked. New departments will be added only if Create any non-existent D...
Thu, Jul 27, 2017 at 4:13 PM
Rules for Enrollment Imports
All existing enrollments are removed for the selected ROLE for the import if the radio for Overwrite vs. Preserve is set to Overwrite. The role for the ...
Thu, Jul 27, 2017 at 4:07 PM
Rules for Hierarchy Imports
College Match Long name then Short name Matching includes the database Division Match Long name then Short name Matching includes the data...
Wed, Aug 16, 2017 at 1:21 PM
Rules for Rotation Imports
The following imports are in support of Rotation Surveys only. Site Import Matching is only by site name and includes the database. Active flag def...
Thu, Jul 27, 2017 at 4:17 PM