Use a CSV file to bulk create engagement events

This tool can be used to create engagement events for all students on a single course or programme

Events created by CSV file import must be dated within the current academic year

 

Creating and uploading the CSV file

  • Download the student engagement CSV file template.
  • Complete the file for upload to EUCLID.
  • Mandatory: UUN; EVENT_TYPE*; EVENT_DATE [dd/mm/yyyy]
  • Optional: ORGANISER [12-digit EUCLID code]; ATTENDED [Y, N, E (Exempt); DESCRIPTION [free text]; NOTES [free text].
  • In EUCLID Students, select 'Upload from file Student Engagement Events'.
  • Select the appropriate validation level - Course Level or Programme Level.
  • Enter the course or programme code and 'Continue'.
  • Click 'Choose file' and navigate to the CSV file with the students' engagement details.  Click 'Validate'.
  • EUCLID will check the students' enrolment on the course and present the validation results.
  • The screen will display valid engagement records.
  • 'Record is Valid' will appear in green where the event is correct on the CSV file.
  • Tick the boxes on the left to select the records to be updated.
  • Click 'Create Engagement' to update the students' engagement pages.

 

Invalid Engagement Records

If a piece of data has been entered incorrectly in, or is missing from the CSV file, EUCLID will display the error as an Invalid Engagement Record.  Invalid records will not prevent engagement events being created for the valid records.  However, invalid records must be corrected before the bulk process can be completed.

  • Click the 'Invalid Engagement Records' link to display records with the data errors.
  • The field that is invalid will be highlighted in pink.
  • Click the '?' alongside each data error to find more about how to correct it.
  • You can choose to correct errors in the EUCLID screen, or you can fix the invalid records in a new CSV file and upload that into EUCLID.
    • For example, the student's UUN must be correct.
    • The Event Type* in the CSV file must correspond with the Event Type* in EUCLID.
    • The Event Date must be included.
  • When you have corrected the errors, click the Validate button again.
  • The engagement records will display in the 'Valid Engagement Records' tab and a 'Success' pop up will appear.  Click the X to close the confirmation window.
  • Remember to tick the 'select' box next to the student record.
  • Click 'Create Engagement'.
  • A green 'Success' banner will indicate that the student engagement records have been created.

 

Screen shots of CSV bulk upload process

Document

 

* Engagement Event Types and Codes:

ANNRVC [Annual Review]

ATTEND [Completed Attendance]

CRSWRK [Course Work]

EXAMAT [Exam Attended]

INDUCT [Induction]

LEARNL [Accessed Learn]

LECTUR [Lecture]

MEET [Meeting]

OTHER [Other]

PRACT [Practical]

SEMINR [Seminar]

STUDIO [Studio]

TRAIN [Training]

TUT [Tutorial]

WRKSH [Workshop]