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Batch Changes to Course & User Information using Upload Files

Updated
Watermark Support

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.  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.

 

The most common reason for batch changes is to edit or add course-level dates.  But this feature is also useful for adding/removing courses, adding/unenrolling users, or other options. 


NOTE

  • Please be careful deleting courses or deleting/unenrolling students in In-Progress or Ended project.  Deleting a course will delete any survey data that has been aligned to that course.  Deleting or unenrolling a user will delete any responses that users left in a course. 
  • 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 (including 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. Ensure File Type is set to Course File
  7. Click on Upload.
  8. Once uploaded, changes you made in the Excel file should appear in CES.  Larger files may take longer to update so you may need to refresh a few times to see the full updates.

 

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. Ensure File Type is set to User File
  7. Click on Upload.
  8. Once uploaded, changes you made in the Excel file should appear in CES.  Larger files may take longer to update so you may need to refresh a few times to see the full updates.

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