How do I Batch (mass) Add, Edit or Delete Learners?

From the Admin Site, Select the Setup Tab.

1) Under the Site Configuration Drop Down, select the Batch User Import Option and click Next.

The following Menu appears:

2) Batch User Import Help – This opens a new tab with the column description for each column in the template (See Below for more detail)

3) Export Entire Organization – This option will download a template with ALL of the current active learners found in the LMS. This template can be used to add, edit or delete users. Please see the information below on Column A – Command for more details and Adding, Editing or Deleting a learner.

4) This is the same as 3, but only your (1) record is downloaded on the template as an example.

5) This is the same as 3, but you have the option to select a company list (if available).

6) This option allows you to select a saved excel template from your computer. The Template column layout must not be altered. Please see the data map below for additional information.

Batch User Help – Data Map

This Batch User Registration option on the KMx administrative menu, allows a system administrator to upload a spreadsheet with columns A through AU formatted specifically for the purpose. The first row contains column header and is ignored on import. Each row after the header row represents a single user to be inserted, updated or deleted. The table below defines the data elements to be imported.

To help prepare the spreadsheet for import, there are four possible options to export a spreadsheet populated with existing data. All four versions are preformatted to be re-imported. Just edit the data to be changed or add rows as needed.

You can export your entire organization. This is useful for smaller organizations that want to update the entire roster in KMx.
You can export a spreadsheet for just a particular company.
You can export a spreadsheet for just a particular labor category.
You can export a spreadsheet with just one name on it, yours. This is useful to give you an example if you plan on creating a spreadsheet to add many new records. Your row serves as a sample, just add more rows for the new people.

Spreadsheet Column

Field Name

Description

Data Type

command

Defines action to be taken. Fixed vocabulary:

·insert - creates a new user record

·update - updates an existing user record

·delete - makes a user record inactive. The user can no longer access the system, but all activity records are retained for reporting purposes.

·insertORupdate - if you don't know whether a user exists or not, use this command and kmx will figure out if the user must be added or updated.

String: Fixed Vocabulary

member_name

The member's name

String - 50 Char Max

member_address

The members's street address

String - 50 Char Max

member_city

The city of the member's address

String - 50 Char Max

member_state

The state or province of the member's address

String - 5 Char Max

member_zipcode

The member's zipcode

String - 10 Char Max

member_country

The member's country

String - 50 Char Max

member_email

The member's email address

String - 50 Char Max

member_fax

The member's fax number

String - 20 Char Max

member_password

The member's password for logging in to the system.

String - 3 Char Min, 50 Char Max - AlphaNumeric Characters Only. (note: passwords are case sensitive).

member_sname

The member's sign-in or login name. This name must be unique for all users in the system. This will be the login name the member must provide to log in to the system each time.

String - 3 Char Min, 50 Char Max - AlphaNumeric Characters Only

member_phone

The member's phone number

String - 20 Char Max

quick_start

Defines wether or not the member will have access to the quick start feature of the admin system.
yes - to grant access to quick start
no - to deny access to quick start

String: fixed vocabulary

member_instructor

Defines wether or not the member is an instructor.
yes - to grant instructor status
no - to deny instructor status

String: fixed vocabulary

directory_services_id

A unique identifier assigned by the person or system submitting the batch. This identifier is the key used to identify the record for future 'update' and 'delete' operations after the initial 'insert'.

An employee id assigned by your H.R. system is often a good choice for this.

String - 50 Char Max

member_auth

Defines the users' authorization level. Must be 0 one of the following values:

Value	Description
0	Student/Instructor
1	System Administrator
2	System Manager
3	Documentation Administrator
4	Training Administrator
5	Resource and Activity Manager
6	Personnel Manager
7	Content Manager
8	Training Developer
9	Generate Reports Only
10	Report/Administer Personnel (Company ID Only)
11	Student Administrator
12	Classroom Instructor
13	User Import Only
14	Student Admin w/Activity
15	Schedule and Report Administrator

Will default to 0 if not specified.

Integer: Fixed list of permitted values.

member_group_id

Defines the user's labor category. Must be 0 or one of the following values:

See column AP for an alternative approach.

Integer: Fixed list of permitted values.

R - Z

member_custom01 -
member_custom09

The member's custom values. Consult implementation records provided by KMSI for the data used in each member_custom field.

String: 50 Char Max

AA - AF

member_custom10 -
member_custom15

The member's custom valuesThe member's custom values. Consult implementation records provided by KMSI for the data used in each member_custom field.

String: 100 Char Max

AG - AK

member_custom16 -
member_custom20

The member's custom values. Consult implementation records provided by KMSI for the data used in each member_custom field.

String: 200 Char Max

supervisor_directory_services_id

Supervisors directory services id, same value used in column O above but this represents the supervisor's number such as an employee id rather than the individual represented by this record.

String: 50 Char Max

member_division_id

Define's the division for the member. Must be 0 or one of the following values:

Value

Description

Integer: Fixed list of permitted values.

member_company_id

Define's the company or sub-organization member. Must be 0 or one of the following values:

Integer: Fixed list of permitted values.

member_company_mask

A mask string indicating the member's position in the organization's hierarchy. Most organization's can set this to "NoValueSubmitted" and not be concerned with it. Consult with KMSI for assitance defining a correct mask vocabulary.

String: 50 Char Max

tpc_foreign_catalog_key

If you've assigned your own I.D. values to your labor categories, you can use these values instead of member_group_id. If you load both member_group_id and tpc_foreign_catalog_key, then member_group_id is ignored and tpc_foreign_catalog_key is used instead.

String: 50 Char Max

member_language_type_id

Defines the language for the member. Must be 1 for US English or one of the following values:

Integer: Fixed list of permitted values.

updateUsernamePassword

"yes" or "no" to indicate if a the member_sname and member_password values should be updated. If "no" and the command is to "update" the row or "insertORupdate" determines an update is required, then the member_sname and member_password fields listed in your spreadsheet are ignored.

String: fixed vocabulary

Article ID: 96, Created: 1/28/2020 at 1:47 PM, Modified: 1/28/2020 at 1:47 PM

How do I Batch (mass) Add, Edit or Delete Learners?

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