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Importing, exporting, and deleting Reporter assignments

Use Batch Assignments to import, export, or delete reporter assignments in bulk.

With batch assignments, you can bulk-import reporter assignments and restrict them to reporting on specific sub-orgs, courses, and curriculums. You can also export reporter assignments and delete reporter assignments in bulk.

Import reporter assignments

The import file can be in LDAP Data Interchange Format or a tab-separated file. After you create the file, you can run an error check to verify that the file is properly formatted.

Tab-separated file specifications

  • Use the Tab character (Hex 0x09) to separate data items.
  • Each line must end with a carriage return/line feed.
  • The first line must contain the field names used to locate the corresponding columns within the data. Column order is not important.
  • Unrecognized columns of data are discarded.
  • Include the following column names:
    • ReporterID – The reporter's user ID.
    • OrgID – The reporter's organization ID (optional).
    • Type or AssignmentType – One of the following: curriculum, course, student, or sub-org.
    • CurrID, CourseID, StudentID, or SubOrg0-15 – A curriculum ID, course ID, student ID, or organization ID. The ID provided must be consistent with the value of Type/AssignmentType.

Import the file

  1. Open the Users side-tab and click Manage Reporters. The Manage Reporters window opens.
  2. Select the reporter and click Batch Assignments. Alternatively, right-click the reporter and select Batch Assignments. The Batch Assignments window opens.
  3. Complete the fields in the window:
    • Org ID – The reporter's organization ID.
    • Batch Operation – Select Import Assignments.
    • Process Data – Select Error Check Data to verify that the data file is properly formatted, or select Process Data to continue the import process.
    • File – Click Browse to navigate to and select the data file.
  4. Click Process.

The reporter assignments are imported.

Export reporter assignments

You can export reporter assignment data to a text file. The file includes the following columns:

  • OrgID – The user's organization.
  • ID – The user's user ID.
  • LastName – The user's last name.
  • FirstName – The user's first name.
  • Password – The user's password.
  • MiddleInitial – The user's middle initial.
  • EmailID – The user's email address.
  • Address – The user's address.
  • City – The user's city.
  • State – The user's state.
  • Zip – The user's zip or postal code.
  • Country – The user's country.
  • Phone – The user's phone number.
  • SubOrg0-15 – Values for the custom fields that were defined when the organization was added. For details about defining sub-org fields, see Adding an organization.
  • InstructorFlag, ReporterFlag, and ActiveFlag – Values for True or False representing the user's privileges. Use "y", "yes", or "1" for True. Use "n", "no", or "0" for False.
  • UserNotes – Notes to be associated with the user.
  • CourseID – Course ID of the course into which the user should be enrolled.
  • SessionID – Session ID of the session into which the user should be enrolled.
  • PassDate – Date on which the CourseID enrollment should be marked complete.
  • CurrID – Curriculum ID of the curriculum into which the student should be enrolled.

To create the export file:

  1. Open the Users side-tab and click Manage Reporters.
  2. Click Batch Assignments. The Batch Assignments window opens.
  3. In the Batch Assignments window, specify the org ID, select Export User Data in the Batch Operation field, and click Process.

The file is displayed.

Delete reporter assignments

You can bulk-delete reporter assignments based on information provided in a tab-delimited file. After you create the file, you can run an error check to verify that the file is properly formatted.

Tab-delimited file specifications

  • Use the Tab character (Hex 0x09) to separate data items.
  • Each line must end with a carriage return/line feed.
  • The first line must contain the field names used to locate the corresponding columns within the data. Column order is not important.
  • Unrecognized columns of data are discarded.
  • Include the following column names:
    • OrgID – The user's organization.
    • ID – The user's user ID.
    • LastName – The user's last name.

Process the file

  1. Open the Users side-tab and click Manage Reporters.
  2. Click Batch Assignments.
  3. On the Batch Assignments window, specify the org ID, select Delete Assignments in the Batch Operation field, and click Browse to navigate to and select the file. To run an error check on the tab-delimited file before processing it, select Error Check Data in the Process Data field. To process the file, select Error Check Data in the Process Data field.
  4. Click Process.

Reporter assignments identified in the file are deleted.

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