HD4DP v1 csv upload

The upload center is introduced to make the upload of multiple registrations more performant and user friendly.

The link to the upload center can be reached by the main menu:

If uploads are processed, an overview with the name of the uploade file, the status and a visual representation of the status, the number of records that were processed, the way of uploading, the user and the upload date is saved in the main screen of the upload center is given to the user a quick and visual impression of the data uploaded in bulk by using the upload center:

In the right upper corner two buttons are shown.

Configuration: the default settings for a register can be set by any user that is authorized to participate in a register.

Following options are available:

Conflict mode: what need to be done in case of conflict
Conflict master: is the data from the new registration of from the record in the database saved in case of conflict
Ignore duplicate records
Autosubmit: send the data automatically for processing in HD4RES
Validation: what need to be done after validation the registration:
- None: only the registrations without errors will be saved
- Save on validations: Save the registrations when there are validation errors upon uploading
- Validate all: Only perform commit if non of its records have (errors or) validation errors

4 steps need to be executed for a new upload. When the titel bar of a separate step turns green, orange or red and the icon of the step in the overview, the step has respectively ended with success, with warnings or errors.

Step 1 - Select file

The first step is to select the CSV file with the data to be uploaded. The default settings for a register can be found in the Configurations on the main screen of the upload center.

Be sure to deselect the "Use default configurations" when changing the default settings:

For the BCR register, the possibility exists to upload two files and link them during the process:

Both documents will be validated separately. By using the link "Click here to see the linked upload" the user can switch between the linked documents. Refresh of push F5 on you to see the status of the upload.

After uploading succesfully, the title bar of this step will turn green.

Step 2 - Validity Check

Validation checks are executed for every record.

Step 3 - Upload

The file is being uploaded and the result is shown in this step per line of data added:

Step 4 - Finalize

The result is shown visually for all registrations and for all registrations in a CSV file in reports after finalization:

Succes report is a CSV file with all registrations who were processed succesfully.

In case of errors, a link to a detailed error report is shown too:

Please find below the movie that guides you through the functionalities of the Upload Center:

johanvanbussel Wed, 07/05/2023 - 11:07

Een csv-bestand creëren voor HD4DP v1

The content of this page is only available in EN. Select the EN language button to read it.

johanvanbussel Thu, 08/10/2023 - 11:23

CSV download and upload for stable data

Before starting a new data collection based on stable data of another data collection, you need to finalize the data collection which serves as the starting point of your new data collection cf. article "Finalize the data collection"

To start the new data collection select the new version in the Data collection section. In this case v3.

Click the button "Go to the participation page":

Click on ‘Participate’:

The Start date in the Participation status will be updated and access to the new version is completed and the user can return to the Data Collection section:

Once the previous data collection is finalized and the new one has been started, you can download data from the first version and add those to the next version.

Go to the Registrations tab:

Download the data by using the Download button "CSV Download All (Stable Data)":

When everything is downloaded, you can start uploading by Using the upload center.

Adelaide.DAmore Wed, 07/05/2023 - 11:08