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Bulk Updating Course Dates and Statuses
Bulk Updating Course Dates and Statuses

If you want to update course statuses or dates, you don't have to do it user-by-user. A CSV file can make changes to many users at once.

Catherine Wnuk avatar
Written by Catherine Wnuk
Updated over 7 months ago

We provide the option to update all of your existing users' course progresses, including the days they started and finished the courses.

To do this, click on Users & Groups, then click on Users. In the new page, click on Bulk User Management.

In the Update (Prefilled) section, click on CSV Bulk Update Template. This will download an Excel spreadsheet to your computer.

After you open the file, you will need to add additional columns after the last column that has already been filled. For example, if the last column header that has been pre-filled is cell O1, then in cell P1 enter "Course 1", in cell Q1 enter "Course 1 Status", in cell R1 enter "Course 1 Date Started", and in cell S1 enter "Course 1 Date Finished".

You also have the option to add the following additional columns, although it is not mandatory:

"Course 1 Access Date"
โ€‹"Course 1 Deadline Date"
โ€‹"Course 1 Expiration Date"

Continue doing this for your remaining courses, with each additional set of cells being named "Course 2", "Course 3", and so on.

Note: The headers must use the "Course 1", "Course 2", etc. format. Do not substitute "Course X" with the actual name of the course in the headers or the import will not work.

In the Course X columns, enter the names of the courses exactly the way they're spelled in your platform. You want to do this for every user, even if they are not enrolled in the course. You can quickly do this by selecting a cell that has the course name in it, clicking on the dot in the lower right corner, then dragging it down to include all of the rows. If your course name ends with a number, you will need to highlight two cells with the name included instead of one.

In the Course X Status columns, you will need to enter either not-enrolled for users that are not enrolled in the course, not-started for users that are enrolled but have not started the course, passed for users that have passed, and failed for users that have failed the course.

For any date fields, such as the Course X Date Started and the Course X Date Finished columns, enter the corresponding dates in dd/mm/yyyy format. For example, September 15th, 2016 would be entered as 15/09/2016.

If a user has not been enrolled in a course, leave these two columns blank, if they are enrolled but have not completed the course, only fill in the Course X Date Started column, and fill in both the Course X Date Started and the Course X Date Finished columns if they have finished the course.

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Once this has been done, save the document. Go back to the Bulk User Management section, and click on the Update (Prefilled) secton. Click on Choose File (this may differ depending on the browser that you are using), and select the file. Next, click on the Update Users button. If you have more than 500 users, it is recommended to split the CSV file up into parts that contain 500 users (just ensure that all parts contain the first row with the headers).

Once that's done, all the information on your users' course progresses will be updated across your platform.

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