Knowledge Base / Bulk Upload Template – Excel Format

 

When you are on the Bulk Upload page you are able to download the Excel (XLS) empty template . You can either save the file or open the document. It will open within Excel.

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• There are examples of good and bad completion on the Bulk Upload web page.

 

• Some fields are marked with an * this is because they are mandatory requirements. When you open the spreadsheet you will see the following fields ‚.

 

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We recommend that you download a new template each time you use the bulk upload facility as it will be reflective of the most up-to-date mandatory fields required by the system. Don’t forget you can find examples of good and bad completion on the Bulk upload page.

 

The Pathway column in the spread sheet matches those pathways within the MA frameworks stored on MA Online 2. In order for the system to identify the pathway due to be completed by the apprentice you need to use the correct code.

 

With frameworks continually being reviewed and implemented we are unable to provide up to date codes within this guidance. However, to assist you we have included an ID helper within the Bulk Upload page. This tool will enable you to find any code you need and is up-dated when new frameworks are implemented.

 

To determine the pathway identification number you will need to:

— Select the Framework ‚

— Select the Framework level ƒ

— Followed by the Pathway Code and Name. The number that you need to enter into the spread sheet are then displayed to the right of the Pathway Code and Name.

 

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As you can see here in the example the pathway code is: 273. When you upload the file to MA Online the framework and pathway will be populated.

 

When you have completed all of the required fields on the spreadsheet and you are sure that all the apprentice names are correctly spelt, you will need to save the document as a CSV Comma Delimited file. To do this:

 

• Select the Save As option within Excel.

• Under the selection Save As you will see that a drop down menu appears. Select the CSV Comma delimited (you can see that there are several different CSV formats but only the comma delimited will work).

• Give the file a relevant filename and save to a suitable drive/directory/folder location.

• You will be asked if you want to keep the file in this format, select Yes.

 

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Now the file is in the CSV file format, return to the Bulk Upload page of the MA Online 2 website.

 

• Select Browse , a pop up box will appear that will allow you to navigate to the location where you saved the CSV file. Once you have selected the correct file, click the Open button which will transfer the file path to the Choose a File field in MA Online 2 and then click the Upload button.

 

• The MA Online 2 system will upload and convert the information from the CSV file.

 

• Any records that do not comply to the requirements will be shown in a summary field „and the error will be highlighted in red.

 

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PLEASE NOTE
When there are issues with the file upload, none of the apprentice’s records will be saved to the system. You will need to correct the errors and upload the whole file again.

 

 

Only when all of the spreadsheet data has been accepted by the system, and it is showing as green, will the uploaded data be saved onto the MA Online 2 system.

 

Now that the apprentices records have been created, you will need to search for each record to complete the additional components. This includes the framework information and uploading the evidence of achievement to the Certification Evidence Tab. This will need to be done before you submit a certificate claim. If you have loaded a large number of apprentices you may find it beneficial to download the MA Online 2 numbers for the apprentices records. In order to do this:

 

• Select the Apprentices tab.

 

• Enter the date that you uploaded the bulk upload file into both the Registration Date (from) and Registration Date (to) and select Search.

 

• The system will then show all apprentices loaded that day. You can then extend the amount of apprentices per page up to 100 and either export all or work your way through the list. If you choose to export all, the system will create a file that you can open in excel and displays the MA Online 2 number for each apprentice.

 

REMEMBER
If using the Bulk Upload facility the system will NOT be able to pick up on duplicate apprentice records. Therefore it is important that you check you are not loading apprentices twice.

 

Posted in: 4. Bulk Upload