Instructions: DRDP Online Child Upload

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Transcription:

Instructions: DRDP Online Child Upload Version 1.00 10/29/2018 Table of Contents Introduction... 2 Upload Roles... 2 Upload Template... 2 Entering Data into the Template... 3 Uploading to DRDP Online... 4 Upload Errors... 6 Helpful Resources for DRDP Online... 6 1 P age

Introduction The purpose of this document is to provide instruction for uploading child data. Upload Roles Users with the agency and site administrator role may upload, review, and import child information. Upload Template The Upload Records for Enrollment template is found at https://www.desiredresults.us/drdp-online under the Content Import File Templates to Upload section. The upload templates are organized by age level and view. To download a template, select the blue Upload Template text. 2 P age

Templates will be downloaded as a Microsoft Excel file. Once downloaded, an upload template may be used to upload new child data into the system or to upload demographic data for existing child records. Note: Uploading new child records and updating existing child records must be performed as separate uploads. One template should be saved with new children and a separate template saved with existing child updates. Entering Data into the Template Once the chosen template has been downloaded, the info tab will provide descriptions of each field and their required format. Once you ve completed all the required fields, save the file to your computer. 3 P age

Uploading to DRDP Online 1. After logging into your DRDP Online account (see the Getting Started documents for instructions), select Upload Center from the left navigation bar. 2. Choose Child Data from the drop-down menu. 3. Drag your saved file to the Drag and Drop your file here area or choose Browse File to select your file. 4 P age

4. Select Upload. 5. A preview of the file s contents will appear below the header. 6. Select Check File to review the upload for errors. 7. If no errors are found, select Submit to import the child records into the system. 8. You should receive a success message once the file is imported into the system. Select OK to close it and return to the upload page. 5 P age

Upload Errors 1. If during step 6 above, you receive an error, the column and row will contain Error text. 2. For any of the fields highlighted, review the info tab of the template spreadsheet to confirm the proper formatting to be included in that field. Once you ve updated each of the errored values and resaved your file, select the Upload New File button to return to the upload page. 3. Drag your updated file to the Drag and Drop your file here area or choose Browse File to select your file and repeat the upload steps with the corrected file. Helpful Resources for DRDP Online To access additional resources and instructions for DRDP Online, visit the DRDP Online section of the Desired Results website. You can also register for DRDP Online webinars from the Training section of the Desired Results website: http://www.desiredresults.us 6 P age