Overview
This article guides administrators on using the Bulk Import feature to add multiple Faculty Result Events to career timelines simultaneously using a Comma Separated Values (CSV) file. This allows for the streamlined application of annual outcomes (e.g., promotion decisions, tenure approvals) to multiple faculty records simultaneously, significantly reducing manual administrative effort.
How to Use the Bulk Import Feature
Prepare the Import File
To ensure a successful import, prepare the CSV file by downloading and using the recommended template.
- Click on Career Pathways.
- Navigate to Manage Faculty on the dashboard.
Click on Import Events and Select Result Events from the list.
Download the CSV template to ensure the file is formatted correctly.
Fill in the Required Data
Open the CSV template and fill in the following columns for each event. Adhere strictly to the requirements for each field to avoid import errors.
| Column Name | Requirement | Description and Validation |
|---|---|---|
| username | Required | The unique username of the faculty member. |
| academic_year | Conditionally Required | The academic year of the Base Event to which this result is associated (e.g., "2024-2025") Required if Base Event Title is provided. If a standalone Result Event is desired, the admin should leave blank |
| associated_base_event_title | Conditionally Required | The title of the Base Event to which this result is associated. Required if Academic Year is provided. If a standalone Result Event is desired, the admin should leave blank |
| result_event_title | Required | Must match the title of an existing Result Event in the event library. |
| effective_date | Required | The date the result event becomes effective. Format: YYYY-MM-DD. |
| impact_to_career_path | Optional | Accepted values: "None", "Delays", "Advances". The value must be one that is configured as an available option for the specific Result Event being imported. |
| number_of_academic_years_of_impact | Conditionally Required | Required only if 'Impact to Career Path' is set to "Delays" or "Advances". Must be a non-negative integer (e.g., 1-59). |
| description | Optional | 500 character maximum. |
Upload and Review the File
- Upload the completed CSV file. The system processes the file and checks for errors.
- If the upload is successful, a confirmation message appears indicating how many result events were added.
- If errors are detected, the import is halted. Download an error report that details the specific issues in each row.
- Correct the errors in the original CSV file and re-upload.
Result Event Alignment Logic
When performing a bulk import that includes a Result Event with an impact (e.g., a delay), the system automatically recalculates the faculty timeline.
Standalone Result Events: If a timeline shift causes a Base Event to move to a different Academic Year than originally scheduled, any Result Event tied to the original year in the import file will appear as a standalone entry.
Important: This behavior prevents data loss by preserving your recorded data for the specific year provided, even if the planned schedule has shifted.