Admin - Uploading a Spreadsheet

Within Ready Skills, you can upload a spreadsheet containing students and student details that will create students in bulk, so that you don't need to waste time manually adding them.

How to upload the spreadsheet - 

1. Select +Training Plan under the extensions tab or on the login landing page ;
   
   
   
   
   
2. Select - 'Upload User Excel File' ;
   
   
   
   
   
3. Browse your computer by selecting 'Choose file' and find the Excel file you're planning to upload ;
   
   
   
   
   
4. Select - 'Upload' and once finished, an Upload report will be displayed -
   
   
   • Error-free uploads are listed under Success
     
   • When there are no failures, you will be automatically redirected to the Student list
     
   • Any upload failures will be displayed in red under ‘Failure Notifications’
     
   • Select Continue to go to the student list
     
     
     
     
5. The student list is then displayed and new uploads are:
   
   • Indicated by ‘NEW’ alert on the left of the name
     
   • Displayed at the top of the Student List page
     
     
     
     
6. Click on a Student name to view
   
   • Use filters if required

How to manage upload failures:

Failure to upload occurs when either a:

1. A) Duplicate is detected – such as the student already exists with matching first name, last name, registration number, or Student number.
   
   

1. OR
   
   
2.  B) There is data missing – either the Registration number or Student number is not provided
   •  Review the Failure Notifications
     
     • New failures will be displayed in red
       
     • Existing failures will be displayed in black
       
       
       
3. Make required edits as required to the spreadsheet data
   
   • Copy edited student into a new spreadsheet
     
     
     
4. Delete the Failure notification
   
   • Delete individually or select ‘Clear All’ to delete as a group
     
     
     
5. Attempt to upload the spreadsheet again

Notes - 

• Use the spreadsheet upload feature to add multiple Students, Employers, and Supervisors to +Training Plan at once.
  
  
• Templates for the spreadsheets are downloadable in the upload area. The most appropriate spreadsheet is assigned to your RTO during the setup period.
  
  
•  Ask about customised templates to match your SMS output or Training Regulator Advice spreadsheets.
  
  
• Fields that are not completed in the spreadsheet can be added/edited as you complete the steps to create a Training Plan.
  
  
• Registration Number is the primary unique identifier for a student. Where it is not available, the secondary identifier is Student Number. At least one of these must be available or the student will fail to upload.