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Prepare the data in an Excel spreadsheet. To achieve a successful upload, areas to watch out for:

  1. Data file column headings must exactly match the wording of the column headings in the Group Member section of the Group Enrolment. e.g. First Name, Last Name, Date of Birth

  2. For Group Leaders (GL), type Yes in the Group Leader column for the selected Group Member(s) in the spreadsheet.

  3. The data will load in the order of the data file; Group Leaders should always be placed at the top of list of Group Members in the data file.

  4. If specific bookings have been created before the data is uploaded, e.g. Student Number 2 on the system has a different accommodation or meal type to the rest of the group, the student affected on the data file must appear as second on the list (in order to be linked to their specific booking).

  5. The order of the columns in the data file does NOT need to match the order of the columns in the Group Members section.

  6. It is possible to add additional columns, e.g. Nationality. To do this please raise a ticket in the Schoolworks Service Desk or email support@schoolworks.co.uk

A typical data file, in Excel, could look like this:

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Once happy with the data, save as a CSV file.

NOTE: The CSV file needs to be saved as CSV UTF-8 (comma delimited)

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keySWF-5734

In the Group Members section, click Upload Students:

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It is possible, from this point, to edit the list of students in the Group Members section. The options are:

  1. Edit - to edit or add to any of the information for individual Group Members.

  2. New - add new students (or Group Leaders) to the list.

NB if you have added students (Group Leaders) to different services (e.g. Course, Transfer, Accommodation), the new Group Members will need to be added into the bookings that apply to them. If you have set bookings to apply to STUDENTS (or GROUP LEADERS) the system will do this automatically.

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