Importing Data

  • Creating a New Person

    Currently System Administration content is relevant to Planning & Self-Study and limited Student Learning & Licensure admins. In order to create user accounts for your institution, your account needs access to the System Administrator module. To access this module, select System Administration from the Navigator app switcher in the top right corner. This module is visib...

  • Updating Person IDs

    When creating a new person in System Administration, you can add a Person ID, or you can opt to choose from an auto-generated Person ID that mirrors the user's email address.     If a Person ID needs to be updated (or the auto-generated version was inadvertently created). the Person ID can be updated via import in System Administration.   From the People section of Sys...

  • Aligning Courses to Programs via Import

    System Administration stores and manages data for Program-to-Course alignments. This data can be entered via CSV import, or through manual updating. This article will focus on entering Program-Course Alignment data via import.  For information on entering this data manually, please see: Aligning Courses to Programs Manually Importing Program-Course Alignment Data This ...

  • Aligning Courses to Programs Manually

      System Administration allows users to create, update, and remove program to course alignment. Importing program curriculum through a CSV import is still an option and is still suggested for bulk program curriculum imports and updates.    System Administrators can search for a course name or course catalog code and toggle on and off a course's alignment to a program. A...

  • Adding new Terms

    To manually add a new Term in System Administration: 1. Navigate to the Terms tab in your System Administrator account 2. Click Add New Term 3. Enter the Term Name 4. Enter the Start Date 5. Enter the End Date 6. Enter the Term ID 7. Click the Save Term Changes button (checkmark)     To add one or more Terms through an import: 1. Navigate to the Terms tab in your Syste...

  • Adding new Courses and Course Sections

    To add a new Course manually in System Administration: 1. Navigate to the Courses tab in your System Administrator account 2. Click Add a New Course 3. Enter the Course Catalog Code 4. Enter the Course Name 5. Select the Organization that the course belongs to 6. Click the Save Course Changes button (checkmark)      To add one or more Courses through an import:  1. Nav...

  • Enrollments - Adding and Removing Instructors and Students in Course Sections

    To manually add an instructor or student to a course section:  1. Navigate to the Enrollments tab in your System Administrator account 2. Search for the Course Section that you would like to add an instructor or student to 3. Click the Edit Enrollments button (pencil icon) to the right of the course section 4. Click Add Instructor or Add Student 5. Type the name or ema...

  • Creating Programs/Organizations

    The Hierarchy of Organizations In System Administration, the institutional hierarchy is built across two data sets - Organizations and Programs.  An Organization is best understood as any area of the hierarchy that falls above the Program. Organization types that System Administration will offer as an option are as follows: Center College Department Division Institute ...

  • Deleting Programs/Organizations

    The ability to delete Programs (with or without associated Planning and Self-Study data) is fully functional within System Administration. When a System Administrator attempts to delete a Program, a validation check will notify the Administrator if there is associated data or not. If there is no associated data, the delete will be confirmed. If there is associated data...

  • Editing a Program's Parent Organization

    If you want to change the location of a program in your organizational structure, you can make these changes in System Administration.   To re-parent a program, click Programs located on the left-hand side of the System Administration area.     Select the ellipses (more options) next to the program you want to change and click Edit Program.      Under the Parent Organ...

  • Viewing Transaction Statuses

      The Data Transactions Area The Data Transactions area provides an intuitive and user-friendly interface for monitoring the status of data imports into System Administration. This area will also display the integration status as the data is tracked and imported into the institution's various Watermark Product(s). The above image shows the Transaction Log for this samp...

  • Bulk Import via ZIP folder, with Template

      Bulk Import allows System Administrators to combine up to 11 individual CSV files, and import them via one ZIP folder. This creates a more efficient workflow by compressing the time spent routinely importing individual CSV files for each data entity. Other benefits include: Data Transactions Log:  An intuitive and user-friendly interface for monitoring the status of ...