Case Load Import: Difference between revisions

Latest revision as of 13:37, 4 March 2025

(Navigate to < Case Load | I-Star Student User Guide | Student Approval Recheck Edits >)

From the Student drop-down, select Case Load Students.

Click the

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

Click Export.

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.

Click Refresh Grid to view import changes.

(Navigate to < Case Load | I-Star Student User Guide | Student Approval Recheck Edits >)

@@ 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 ''Case Load'' to export.
+[[File:Caseload from file.png|none|thumb|490x490px]]
+[[File:Caseloadsearch.png|none|thumb|682x682px]]
-Click '''Search.'''
-[[File:Caseload import1.png|none|thumb|692x692px]]
@@ Line 19: / Line 17: @@
 Click '''Export'''.
+[[File:Exportcaseload.png|none|thumb|605x605px]]
-[[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.
+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'''.