Case Load Import - Revision history

Kspees at 19:37, 4 March 2025

2025-03-04T19:37:32Z

← Older revision		Revision as of 13:37, 4 March 2025
Line 2:		Line 2:


	From the '''~~Approvals and Claims~~''' drop-down ~~menu~~, ~~select '''Student''' and~~ select '''Case Load ~~Definition~~''' ~~tab.~~		From the '''Student''' drop-down, select '''Case Load Students.'''
	[[File:~~Caseload import~~.png\|none\|thumb\|~~294x294px~~]]		[[File:Import caseload.png\|none\|thumb\|490x490px]]

			Click the

	~~Complete the search filters to open the desired~~ [~~https~~:~~//youtu~~.~~be/TKmtKX04CF8 ''Case Load'' to export~~].		[[File:Caseload from file.png\|none\|thumb\|490x490px]]

	~~Click '''Search.'''~~
	[[File:Caseloadsearch.png\|none\|thumb\|682x682px]]		[[File:Caseloadsearch.png\|none\|thumb\|682x682px]]

Kspees: add hyperlink

2022-09-09T16:03:21Z

add hyperlink

← Older revision		Revision as of 10:03, 9 September 2022
Line 6:		Line 6:


	Complete the search filters to open the desired ''Case Load'' to export.		Complete the search filters to open the desired [https://youtu.be/TKmtKX04CF8 ''Case Load'' to export].

	Click '''Search.'''		Click '''Search.'''
Line 23:		Line 23:
	Open the Caseload.xls download file. Save it to your computer. Edit the file with any changes/additions. Save the file.		Open the Caseload.xls download file. Save it to your computer. Edit the file with any changes/additions. Save the file.

	NOTE: Do no delete any columns. The format must remain in tact to import back into I-Star.		NOTE: <u>Do no delete any columns</u>. The format must remain in tact to import back into I-Star.

	Click '''Choose File'''. Browse computer and locate the .xls file to import. Click '''Open'''.		Click '''Choose File'''. Browse computer and locate the .xls file to import. Click '''Open'''.

Kspees at 18:18, 29 August 2022

2022-08-29T18:18:59Z

← Older revision		Revision as of 12:18, 29 August 2022
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	Click '''Search.'''		Click '''Search.'''
			[[File:Caseloadsearch.png\|none\|thumb\|682x682px]]
	[[File:~~Caseload import1~~.png\|none\|thumb\|~~692x692px~~]]


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	Click '''Export'''.		Click '''Export'''.
			[[File:Exportcaseload.png\|none\|thumb\|605x605px]]
	[[File:~~Caseload import3~~.png\|none\|thumb\|~~458x458px~~]]

Amorton at 16:56, 12 August 2022

2022-08-12T16:56:35Z

@@ Line 1: / Line 1: @@
 From the '''Approvals and Claims''' drop-down menu, select '''Student''' and select '''Case Load Definition''' tab.
 [[File:Caseload import.png|none|thumb|294x294px]]
@@ Line 34: / Line 37: @@
 [[File:Caseload import5.png|none|thumb|327x327px]]

Kspees: content

2022-08-12T16:12:56Z

content

New page

From the '''Approvals and Claims''' drop-down menu, select '''Student''' and select '''Case Load Definition''' tab.
[[File:Caseload import.png|none|thumb|294x294px]]

Complete the search filters to open the desired ''Case Load'' to export.

Click '''Search.'''

[[File:Caseload import1.png|none|thumb|692x692px]]

Click on the '''Case Load''' icon in the search results grid.

[[File:Caseload import2.png|none|thumb|888x888px]]

Click '''Export'''.

[[File:Caseload import3.png|none|thumb|458x458px]]

Open the Caseload.xls download file. Save it to your computer. Edit the file with any changes/additions. Save the file.

NOTE: Do no delete any columns. The format must remain in tact to import back into I-Star.

Click '''Choose File'''. Browse computer and locate the .xls file to import. Click '''Open'''.

Click '''Import File.'''

[[File:Caseload import4.png|none|thumb|679x679px]]

Click '''Refresh Grid''' to view import changes.

[[File:Caseload import5.png|none|thumb|327x327px]]