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  1. Setting up your Instance
  2. Settings and Administration
  3. Settings

Importer

Last updated 1 year ago

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  • The following options refer to the required columns in our import file layout ()

  • Which fields drive the acceptable time period for inbound courses? (“SendEditionX”)

    • In cases where credits are only granted for courses completed during a certain time period, you can configure which fields will set the time period on the individual equivalencies:

      • Neither. Accept all regardless of date course taken.

      • SendEditionLowYear / SendEditionHighYear

      • ActiveDateBegin / ActiveDateEnd

  • In cases where there's a default earliest year that you don't accept courses before, you can set that value which will override the individual years set on the equivalency rule level:

    • Do you have a default earliest time period that we should not accept courses before (overriding all else)?

      • Leave this value blank if you only want to use the dates stated directly in the rules.

  • When importing equivalency data, you have the ability to deactivate existing rules. The following option dictates whether or not existing rules should be deactivated:

    • Which fields drive the duration that a rule is active? (“EffectiveFrom”/”EffectiveTo”)

      • Neither. Keep all rules active.

      • ReceiveEditionLowYear / ReceiveEditionHighYear

      • ActiveDateBegin / ActiveDateEnd

  • Ignore ReceiveEditionHighYear?

    • Does ReceiveEditionHighYear turn off a rule? Or, would you still accept a course that was taken in a future year’s catalog?

      • Enable this option if you'd like to still apply prior years’ rules by default regardless of ReceiveEditionHighYear.

  • When credits granted come in as a range (e.g., “1-24”), should we use the min value (“1”) or max value (“24”)?

    • Do not import. Throw error for range.

    • Min value

    • Max value

  • In addition to turning off auto-approval while also matching at the equivalency rule level, this option allows you to turn off auto-approval if a rule has a public comment:

    • Do public comments turn off auto-approval?

Sample File Layout and Data Dictionary