Bulk Upload Overview 

Administrators in Inspera Originality can efficiently add units to the platform through a streamlined process facilitated by the bulk upload functionality. This feature allows administrators to upload subjects, educators, and students in bulk by utilizing an Excel file containing the necessary data.

Each unit has a dedicated interface for bulk uploads, allowing administrators to upload subjects, educators, and students separately, with each category using its own individual Excel file upload to facilitate the bulk upload.

Bulk Upload Workflow

Do not close the browser tab or window during the registration process, as it will interrupt the process and require restarting.

Please note that the bulk upload workflow is consistent across all units, utilizing a straightforward three-step procedure designed for ease of use and an optimized user experience. These steps include:

• Excel File Upload
• Assigning Faculty & Department
• Data Management & Registration

Subjects

To upload Subjects in bulk, follow the three-step process outlined below. 

1. As an administrator, navigate to Add Units → Subjects → Bulk User Registration.

   

   To complete bulk registration of subjects, institutions must upload an Excel file with the required information. A downloadable template is provided to facilitate this process.

   

   Administrators should populate the provided template with the required details for each subject they wish to register. Once the template is complete, it should be uploaded for processing.

   The required details for each subject include:

   • Subject name - The name of the subject
   • Subject ID - A unique identifier for required each subject 
   • Subject type - Whether the subject is mandatory or elective
   • Educator - The educator assigned to the subject
   • Summary - A summary of the subject

2. Once the Excel file with the required data is uploaded, the next step is to assign a faculty and department to the subjects listed in the file. 

   

3. Once the faculty and department have been chosen for the subjects, the next step involves reviewing and managing entries. If no issues are found, users can simply proceed with registration by clicking the Register button at the bottom of the page. 

   If the entries already exist in the system, users will be notified, and the entries will be flagged as problematic.

   

   If there are issues, users can review, edit, and delete entries as needed, and apply filters to display only the entries with issues, ensuring efficient management.

   Registration can proceed even if certain entries contain issues; however, those entries will not be registered.

   

Educators

To upload Educators in bulk, follow the three-step process outlined below.

1. As an administrator, navigate to Add Units → Educators → Bulk User Registration.

   

   To complete bulk registration of educators, institutions must upload an Excel file with the required information. A downloadable template is provided to facilitate this process.

   

   Administrators should populate the provided template with the required details for each educator they wish to register. Once the template is complete, it should be uploaded for processing.

   The required details for each educator include:

   • First Name - The first name of the educator
   • Last Name - The last name of the educator
   • Email - The email that will be used by the educator 
   • Unique Identifier - A unique identifier specific to each educator
   • Subject ID - Corresponding subject ID for subjects that will be assigned to the educator

2. Once the Excel file with the required data is uploaded, the next step is to assign a faculty and department to the educators listed in the file.

   

3. Once the faculty and department have been chosen for the educators, the next step involves reviewing and managing entries. If no issues are found, users can simply proceed with registration by clicking the Register button at the bottom of the page.

   If the entries already exist in the system, users will be notified, and the entries will be flagged as problematic.

   

   If there are issues, users can review, edit, and delete entries as needed, and apply filters to display only the entries with issues, ensuring efficient management.

   Registration can proceed even if certain entries contain issues; however, those entries will not be registered.

   

Students

To upload Students in bulk, follow the three-step process outlined below.

1. As an administrator, navigate to Add Units → Students → Bulk User Registration.

   

   To complete bulk registration of educators, institutions must upload an Excel file with the required information. A downloadable template is provided to facilitate this process. 

   

   Institutions should populate the provided template with the required details for each student they wish to register. Once the template is complete, it should be uploaded for processing.

   The required details for each educator include:

   • First Name - The first name of the student
   • Last Name - The last name of the student
   • Email - The email that will be assigned to the student
   • Unique Identifier - A unique identifier for each student

2. After uploading the template, the next step is to assign a faculty and department to the registered students.

   

3. Once the faculty and department have been chosen for the educators, the next step involves reviewing and managing entries. If no issues are found, users can simply proceed with registration by clicking the Register button at the bottom of the page.

   If the entries already exist in the system, users will be notified, and the entries will be flagged as problematic.

   

   If there are issues, users can review, edit, and delete entries as needed, and apply filters to display only the entries with issues, ensuring efficient management.

   Registration can proceed even if certain entries contain issues; however, those entries will not be registered.