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Batch Changes to Course & User Information using Upload Files

Updated

Once you have uploaded or imported the courses and users into your project, you may need to make changes before, during or after your project in batch. This could include adding/removing courses, adding/unenrolling users, editing course-level dates or other options. In lieu of manually editing course by course or user by user, the best way to complete this task is to export an Excel file, make the necessary updates/edits to this file and reload it back into the project.


NOTE

  • If data has already been aligned to the Course or User, unenrolling/removing Users and/or Courses within an In Progress or Ended project will result in the loss of data/results for the user and/or course removed.

  • If using course-level dates, ensure dates are included in ALL course uploads. For instance, if your original course upload had course-level dates and you upload a second file w/o course-level dates, the system will update these courses with no course-level dates and survey start/end & report access dates will revert back to the project-level dates.

Courses

  1. Go to the Courses tab of the desired project.
    1. Here, you can select a group of courses and click on Export Selected Courses. To export selected courses, all courses must be selected on the same page (you can adjust records per page at the bottom of the page to accommodate large groups of courses prior to export).
    2. Or you can select Export All Courses in the desired project.
  2. Courses will export to an Excel file, where you can add or change course information (includes adding/editing course data, course-level dates, cross-listed courses, node path, removing courses).
  3. Save the updated Excel file.
  4. Return to the Courses tab of your project.
  5. Click on the Data Import menu at the top and select Excel, find and select new upload file.
  6. Click on Upload.

Users

  1. Go to the Users tab of your project.
    1. Here, you can select a group of users and click on Export Selected Users. Note: To export selected users, all users must be selected on the same page (you can adjust records per page at bottom of page to accommodate large groups of users prior to export).
    2. Or you can select Export All Users in Project.
  2. Users will export to an Excel file, where you can add or change user information (includes adding users, editing user e-mail addresses, unenrolling users, disabling reporting or custom questions for specific instructors and optional fields).
  3. Save updated Excel file.
  4. Return to Users tab of your project.
  5. Click on the Data Import menu at the top and select Excel, find and select new upload file.
  6. Click on Upload.
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