TABLE OF CONTENTS

This document provides detailed, step-by-step guidance for performing a bulk upload of Apprentice Hours  for Canadian District Councils.

• Key Considerations
• Step-By-Step Instructions
  • Locate the Apprentice Hours Import Tool
  • Select the Organization
  • Initiate the Upload
  • Upload the File
  • Validate the File
  • Confirm Successful Upload
  • Process the File
• Additional Options
• Troubleshooting

Key Considerations

Before uploading an Excel file, ensure that:

1. File Assumptions are reviewed.

2. The file is formatted according to the provided sample.

3. Column names and order should match format below.

Step-By-Step Instructions

Locate the Apprentice Hours Import Tool

• Navigate to the Training Tab under the Programs Folder.

• Select Apprentice Hours Import.

Select the Organization

• From the Organization drop-down menu on the left, choose the Organization you are working with.

Initiate the Upload

• Click the Add button located on the right.

• Fill out the required fields:

  • If the file contains only AEF data, type "0" in the Total Hours field.

  • If the file contains only Apprentice Hours data, type "0" in the Total AEF field.

• Click the Choose button to select your file.

Upload the File

• Scroll to the bottom of the page and click the Add button.

Validate the File

• If the uploaded file contains validation errors, an upload status pop-up will appear.

• You will receive an email from IUPAT UNITE Support with details on the areas of the file that require correction.

• Correct the identified errors and re-upload the file.

Confirm Successful Upload

• If there are no validation issues, the upload status will indicate success.

• User will also receive an email notification.

• The Match column will show green if all records are correctly matched.

  .

Process the File

• Once the file is successfully uploaded and the records on the file are matched the next step is to process the file.

• Click the Process File button at the bottom of the screen.

• Once processing is complete:

  • The Processed column will turn green.

  • User will receive an email notification confirming successful processing.

Additional Options

• If desired to remove any records from the upload , before processing, check the box under the Disregard column.

• The uploaded file can also be exported to Excel for further review or record-keeping.

Troubleshooting

If you encounter issues during the upload process:

1. Review the error details in the email from IUPAT UNITE Support.

2. Ensure that the file adheres to the formatting guidelines and sample template.

3. Re-upload the corrected file and follow the steps above.

By adhering to these instructions, you can ensure a smooth and accurate bulk upload process for Apprentice Hours and AEF data.