How can user accounts be edited in batch?

The most efficient way of editing information for a group of users is via the Batch User Create (BUC) function.

1. Open the User Manager module and switch to the Batch User Create tab.
2. Click the Download button to download the empty template.
   

   A template downloads in excel format and contains a header with all data relevant to a user. 
   

   IMPORTANT: Zip file format is also supported (when uploading pictures), but only the excel template downloadable from LearningSpace can be used for Batch User Create purposes – whether as a single excel or in a zip file.

   
   

   NOTE: Dates included in the template (Personal Details of the standardized patient) need to be expressed in the following format: YYYY-MM-DD.

3. Click Next to move forward to Step 2 of the process.

   NOTE: The Next button only becomes activated when a file is uploaded.
4. Click Browse to upload the excel file filled out and saved on your computer.
   

   The Step 3 appears with an overview of how the system will upload the user accounts.

   NOTE: Hovering over the information icon prompts the tooltip window containing explanation about the BUC table icons.
   IMPORTANT: In case of missing data, the system warns the user about the specific errors of the file on the Step 3 surface. In such case, the user needs to return to Step 2 and upload the excel file corrected according to the error messages.
5. Leave the radio button as default (first) to have a new user created for each row of the excel file, then click Next.
   The Step 4 surface appears with a summary of the number of updated user accounts; and also, if any, the number of user accounts that have not been uploaded due to accessibility issues.
6. Click Finalize at the bottom of the tab. 
7. Click Done at the bottom of the tab to conclude the Batch User Create process.
   Step 1 will be displayed for further possible uploads.