Uploading Records

Some tasks require you to add a large number of records via a file upload. This section provides an overview of the basic steps for using and navigating the file upload pages (Figure 7).

Note: The instructions in this section apply to file upload pages only and do not apply to upload tasks available on pages such as the Participation Report by SSID page.

Figure 7: Sample File Upload Page

Step 1 of a file upload page

Before uploading a file, you can download a file template and fill it out in a spreadsheet application. The guidelines for a template depend on the record type. Guidelines for each record type are provided when describing the record type in the guide.

Select History on the Upload File page to view a log of the previous files that have been uploaded for the selected record type.

For more information about how TIDE processes uploads, Processing File Uploads in Appendix A.

To upload a file:

1.On the Upload File page, select Download Template and select the appropriate file type.

2.Open the file in a spreadsheet application, fill it out, and save it.

3.On the Upload File page, click Choose File and select the file you created in the previous step.

4.Click Next. The Preview page appears. Use the file preview on this page to verify you uploaded the correct file.

Note: Only the first 10 records display on the preview.

5.Click Next.
TIDE validates the file and displays any errors or warnings on the Validate page.

6.Review any issues in the file. Use the Summary table for an overview of each type of issue and the Details table to find specific instances of the issue in your file.

Warning:
If a record contains an error, that record will not be included in the upload.
If a record contains a warning, that record will be uploaded, but the field with the warning will be invalid.

Optional: Select the error and warning icons in the validation results Details table to view the reason a field is invalid.
Optional: To view a text list of issues with the file, select Download Validation Report.

Note: If your file contains a large number of records, TIDE processes it offline and sends you a confirmation email when complete.

7.Do one of the following:

To proceed, select Continue with Upload. TIDE processes those records that do not have errors.
To make edits to the file before proceeding, select Upload Revised File to restart the process.

The Confirmation page appears, displaying a message that summarizes how many records were committed and excluded.

8.Optional: To upload another file of the same record type, click Upload New File.