Importing athletes - Revision history

Richardcurry at 04:42, 1 October 2014

2014-10-01T04:42:12Z

← Older revision		Revision as of 04:42, 1 October 2014
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	# Under ''System Administrator'' - click on the administer link for the club		# Under ''System Administrator'' - click on the administer link for the club
	# Go to '''Reports''' - '''Program Participants'''		# Go to '''Reports''' - '''Program Participants'''
	# Leave the report set to '''Administrator Report'''. Choose the program whose participants you wish to export. Leave ''Select status'' as '''Active''', and press '''Go'''.		# Leave the report set to '''Administrator Report'''. Choose the program year, then the program whose participants you wish to export. Leave ''Select status'' as '''Active''', and press '''Go'''.
	# There is a small Excel icon, which will allow you to export the content of the grid to Excel. Press this. A file called ''OrganizationCategoryMembers.xls'' should be downloaded to your computer. (If your computer insists on opening the file in Excel, either close it and look for the original downloaded file, or save the file as Comma Separated Values.)		# There is a small Excel icon, which will allow you to export the content of the grid to Excel. Press this. A file called ''OrganizationCategoryMembers.xls'' should be downloaded to your computer. (If your computer insists on opening the file in Excel, either close it and look for the original downloaded file, or save the file as Comma Separated Values.)
	# If you like, you can email this file to me, and I will import it for you.		# If you like, you can email this file to me, and I will import it for you.

Richardcurry at 23:38, 28 March 2014

2014-03-28T23:38:42Z

← Older revision		Revision as of 23:38, 28 March 2014
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	# If you like, you can email this file to me, and I will import it for you.		# If you like, you can email this file to me, and I will import it for you.
	# Or you can import it yourself. Open the '''My Club:''' link in the left menu of RDS.		# Or you can import it yourself. Open the '''My Club:''' link in the left menu of RDS.
			# Choose '''Athletes'''.
	# Choose '''Import RCA Excel'''.		# Choose '''Import RCA Excel'''.
	# Click on the '''Choose''' file button. Navigate to the ''OrganizationCategoryMembers.xls'' file that you downloaded from RCA's WRS and select it. Leave the '''Import into this club''' box checked.		# Click on the '''Choose''' file button. Navigate to the ''OrganizationCategoryMembers.xls'' file that you downloaded from RCA's WRS and select it. Leave the '''Import into this club''' box checked.

Richardcurry at 06:37, 8 February 2014

2014-02-08T06:37:25Z

← Older revision		Revision as of 06:37, 8 February 2014
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	# Go to '''Reports''' - '''Program Participants'''		# Go to '''Reports''' - '''Program Participants'''
	# Leave the report set to '''Administrator Report'''. Choose the program whose participants you wish to export. Leave ''Select status'' as '''Active''', and press '''Go'''.		# Leave the report set to '''Administrator Report'''. Choose the program whose participants you wish to export. Leave ''Select status'' as '''Active''', and press '''Go'''.
	# There is a small Excel icon, which will allow you to export the content of the grid to Excel. Press this. A file called ''OrganizationCategoryMembers.xls'' should be downloaded to your computer.		# There is a small Excel icon, which will allow you to export the content of the grid to Excel. Press this. A file called ''OrganizationCategoryMembers.xls'' should be downloaded to your computer. (If your computer insists on opening the file in Excel, either close it and look for the original downloaded file, or save the file as Comma Separated Values.)
	# If you like, you can email this file to me, and I will import it for you.		# If you like, you can email this file to me, and I will import it for you.
	# Or you can import it yourself. Open the '''My Club:''' link in the left menu of RDS.		# Or you can import it yourself. Open the '''My Club:''' link in the left menu of RDS.

Richardcurry at 07:26, 16 January 2013

2013-01-16T07:26:59Z

← Older revision		Revision as of 07:26, 16 January 2013
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	# If that seems like too much, return to step 7 above.		# If that seems like too much, return to step 7 above.

	The import will add athletes who are not in the RDS, and update information for those already in the RDS. It will not, however, remove athletes ~~how~~ are already in your club. You can do this on the Edit athletes page.		The import will add athletes who are not in the RDS, and update information for those already in the RDS. It will not, however, remove athletes who are already in your club. You can do this on the Edit athletes page.

Richardcurry at 07:26, 16 January 2013

2013-01-16T07:26:38Z

← Older revision		Revision as of 07:26, 16 January 2013
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	# You can check your list of athletes on the '''Edit athletes''' page. If there are athletes listed who are no longer at your club, you may remove them simply by selecting the checkbox in the '''Select''' column, then pressing the '''Remove selected athletes from club''' button.		# You can check your list of athletes on the '''Edit athletes''' page. If there are athletes listed who are no longer at your club, you may remove them simply by selecting the checkbox in the '''Select''' column, then pressing the '''Remove selected athletes from club''' button.
	# If that seems like too much, return to step 7 above.		# If that seems like too much, return to step 7 above.

			The import will add athletes who are not in the RDS, and update information for those already in the RDS. It will not, however, remove athletes how are already in your club. You can do this on the Edit athletes page.

Richardcurry: Created page with "The easiest way to do this is to import a file created by the RCA Web Registration System. # Find your system administrator for WRS and get them to log in (membership.ro..."

2013-01-16T07:24:28Z

Created page with "The easiest way to do this is to import a file created by the RCA Web Registration System. # Find your system administrator for WRS and get them to log in (membership.ro..."

New page

The easiest way to do this is to import a file created by the RCA Web Registration System.

# Find your system administrator for WRS and get them to log in (membership.rowingcanada.org)
# Go to '''My Account'''
# Under ''System Administrator'' - click on the administer link for the club
# Go to '''Reports''' - '''Program Participants'''
# Leave the report set to '''Administrator Report'''. Choose the program whose participants you wish to export. Leave ''Select status'' as '''Active''', and press '''Go'''.
# There is a small Excel icon, which will allow you to export the content of the grid to Excel. Press this. A file called ''OrganizationCategoryMembers.xls'' should be downloaded to your computer.
# If you like, you can email this file to me, and I will import it for you.
# Or you can import it yourself. Open the '''My Club:''' link in the left menu of RDS.
# Choose '''Import RCA Excel'''.
# Click on the '''Choose''' file button. Navigate to the ''OrganizationCategoryMembers.xls'' file that you downloaded from RCA's WRS and select it. Leave the '''Import into this club''' box checked.
# Click on the '''Process File''' button.
# The RDS compares the athletes listed in the RCA file against those in the RDS. It uses name, date of birth and RCA number to match athletes. Please scroll through the list of athletes to see whether it is making appropriate suggestions for athletes it may already have. Select the appropriate radio button if RDS has guessed wrong. If you have more than 50 athletes in your export, it may attempt to process in batches.
# If there are changes that need to be made, press the '''Add and update into my club''' button.
# You can check your list of athletes on the '''Edit athletes''' page. If there are athletes listed who are no longer at your club, you may remove them simply by selecting the checkbox in the '''Select''' column, then pressing the '''Remove selected athletes from club''' button.
# If that seems like too much, return to step 7 above.