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Existing records are updated by looking for people with the same name and reference number / email address.

The following fields are required to import a person into the system

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Qualifications can also be added into a persons records at the same time. The following fields should be used when importing qualification information;

  • qualificationQualification
  • date Date attained
  • expiry Expiry date
  • Provider
  • certificate noCertificate no

 

People can also be allocated to other groups which you may have setup through the import facility - this is especially useful when a large number of groups have been setup - the following fields can be used;

  • Group ID
    • 'Group name' can also be used if you don't know the group ID number
  • Visible
    • This should be set to either 'Yes' or 'No', to specify if a person should be shown (visible) when listing people in the group, or if they are part of the group only for administrative reasons
  • Cascade
    • This should be set to either 'Yes' or 'No' to specify if a person should have access to all groups beneath the one they are being added to.