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EdgeEX — Creating sections in bulk

 Permission

To create sections in bulk, you must have the following permissions:

  • EdgeEX Create Sections
  • Manage Courses in Bulk

To check your permissions, reference Checking your educator permissions.

Use this article to create EdgeEX course sections using the Bulk Import Wizard. The Bulk Import Wizard is an alternative method to creating sections by course. Use this method when you want to create all of your sections for all of your courses at one time, rather than creating the sections for each course individually. This method allows you to create sections for all the courses for all subjects using one spreadsheet.

 Note

If you are a district administrator creating EdgeEX enrollments through an integration and you want to name your sections with a specific naming convention, take the steps in this article to use the Bulk Import Wizard. You will need to create and upload a template for each school. When you fill in the template:

  • In the Section ID column, input a unique identifier. Many organizations choose to use the external course code plus a unique identifier at the end, for example: XXXXXX-01.
  • In the Section Name column, name each section according to your naming conventions.

Alternatively, if the naming convention, course code + course name + section code, works for you, you can use the External Course Code Import Wizard once at the district level and your course enrollment integration will create sections at each school based on your integration settings.

Accessing the Bulk Import Wizard

 Note

The district must add courses to their School Catalogs before completing the steps in this article. 

  1. Access your School Catalog.
  2. At the top of the page, click Bulk Import Sections.
    Schoolcatalog-BulkImport.png
  3. The Bulk Import Wizard displays. Continue to the applicable section below:

Downloading and filling out the Import Template

  1. On the Bulk Import Wizard, click Download Import Template. An Excel file with the filename EdgeEX_Sections_Bulk_Import_Template downloads to your computer.
    Click-DownloadTemplate.png
  2. Open the file. 

  3. Fill in the spreadsheet.

    Column Action
    Section ID

    If you have an integration with your SIS in which students are enrolled into courses via nightly import, input the section ID from your SIS. Otherwise, leave this field blank.

     Note

    Each ID must be unique or it will cause an error.
    Section Name Input the section name. Each section name must be unique.
    Course

    Input the course name as it appears on the course card (for example, English Language Arts 9, Geometry), as shown in the image:

    Bulk-upload-coursename.png
    Version From the drop-down list, select the applicable version (for example, HON, IC, CR).
    Length

    From the drop-down list, select the applicable length (for example, full course, semester, trimester, quarter, or module).

     

    Option Select this option for...
    Full Course
    • Full year course
    • Semester-long course that does not have Semester A or Semester B splits.
    Split A
    • Semester A
    • Trimester A
    • Quarter A
    • Module A
    Split B
    • Semester B
    • Trimester B
    • Quarter B
    • Module B
    Split C
    • Trimester C
    • Quarter C
    • Module C
    Split D
    • Quarter D
    • Module D
    Split E–R Modules E–R

     
    Grade Level From the drop-down list, select the applicable grade level.
    Start Date Input the start date in MM/DD/YYYY format. The date cannot be today's date or a past date.
    Target Date Input the target date in MM/DD/YYYY format.
    Primary Teacher Input the username for the primary teacher. Or, leave this field blank to be filled out later.
    Additional Teachers

    Input the username for each additional teacher. Or, leave this field blank to be filled out later.

     Note

    You can include as many additional teachers as you want. Separate their usernames with a semicolon. 

    For example: username; username
  4. Save the Excel file and continue to the next section.

Uploading the Import Template file

  1. On the Bulk Import Wizard, click Upload File.
    Click-UploadFile.png
  2. At the top of your School Catalog page, the Bulk Import Wizard provides updates.
    ImportWizard-Success.png
  3. Refresh your screen. When the Bulk Import Wizard confirms that the sections are Validated, click Review Sections. 
    Click-ReviewSections.png
  4. Review the list of sections that displays. From this page, you can edit and delete sections. If there are any issues with the upload, the section is highlighted and a red exclamation point indicates the columns that need attention.
    BulkImportWizard-review.png
  5. If desired, under Actions, click the trash icon to delete a section.
    BulkImportWizard-delete.png
  6. Click the edit icon to make corrections to a section.
    BulkImportWizard-makecorrection.png
  7. On the flyout that displays, correct the applicable fields and click Update.
    Edit-Section-Bulk.png
     
  8. Once all corrections have been made, click Import. 
    Click-Import.png
  9. Navigate to the Manage Courses page to view your new sections.

     

 Note

If you encounter any errors when uploading your spreadsheet, reference EdgeEX — Troubleshooting bulk section upload errors.

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