How to Add Students (Manual CSV Upload Method)
EVOLVE has an optional function for you to upload staff and students into the system. This means that staff will be able to log in and view trips, the visit diary, and also add their own trips. If you choose to include students, you can build registers which means that all information relating to the visit is contained in one central area.
OPTION 1: Export data from your MIS
- Create a report which outputs to a CSV text file and contains the following fields in this order: Forename, Surname, Admission Number/UPN, Tutor Group / Year Group, Gender. Gender must be M or F. Do not include column headings. Do not include any commas in the list.
- Log in using your EVC account
- Click the orange cogs icon to go to the Establishment Dashboard
- Click on the 'Students' tab (if participants exist, please delete these before proceeding).
- Click the blue arrow (pointing upwards) to bulk upload students
- Select Browse] or Choose File]
- Find the CSV file that you have just created and saved, and click Continue]
The students have now been added to your establishment and will be listed in the Participants tab.
OPTION 2: Create a Spreadsheet
- Create a new Microsoft Excel spreadsheet
- Create a list of student information: Forename / Surname / Admission Number / Group / Gender. Use only M or F for gender.
- Select File] and then click Save as]
- Choose a folder and give it a filename e.g. EVOLVE pupils
- In the 'Save as Type' drop-down, select "CSV (comma delimited)"
- Click Save] and then close Excel
- Log in using your EVC account
- Click the orange cogs icon to go to the Establishment Dashboard
- Click on the 'Students' tab
- Click the blue arrow (pointing upwards) to bulk upload students
- Select Browse]
- Find the CSV file and click Continue]
EVOLVE+
For GDPR data security purposes - and to make the overall management of staff and student records much easier - we strongly recommend the MIS link which is part of EVOLVE+. The EVOLVElink synchronises staff and student data from your MIS on a daily basis.
For more details visit https://evolveadvice.co.uk/evolve