Update Staff/User Data

After staff/user data is uploaded to DataManager, you can modify the data as needed by submitting a new data file containing the data you want to change. For example, you can change the staff/user e-mail address.

Note: You can also change some data values directly in the DataManager interface. See Editing Staff User Information.

To update staff/user data:

1.    Open the Staff/User File Template in Microsoft Excel®.

2.    Type or copy user data into the columns. Note the following:

      Do not delete columns from the template or change the header text.

      Enter only permitted values in the fields. See descriptions of columns and valid values for length limits and special characters. Commas are not permitted.

      The District, School/Building, and Class fields must be identical in all three data files (Location, Staff/User, and Student).

3.    When you have finished adding data to the template, click File, and then click Save As. The Save As dialog box appears.

4.    In the Save in list, browse, as needed, and select the directory where you plan to retrieve the file when uploading.

5.    In the Filename box, type a name for the file. The file naming convention for the data file to update staff/user information is as follows:

upd_myrpcftpname_testfamily_staff_mmddyy.csv

where:

      myrpcftpname is the username for the SFTP site on RPCFTP. Enter the username that was provided to the Account Holder in the Welcome Information email.

      testfamily is the test family name. Enter "default" if you plan to use this data file for more than one test family.

      mmddyy is the date you want associated with the data file, usually today’s date.

See File Naming Conventions for Data Files for more information about naming new data files.

6.    In the Save as type list, save the file with a comma-separated values extension (.csv).

7.    Click Save, and close the file. The file is ready to upload.

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See Also:

About Setting Up Staff/Users

Roles and Permissions

Upload Data Files