End of year > Manually import attendance to Cases21

Owned by lisa sinclair (Unlicensed)
Last updated: Dec 11, 2020
1 min read

This tutorial is for Administrators

Previous

Next

Previous

Next

End of year > verify attendance rolls are complete

 

You can manually import attendance to Cases21 at any time between December 25 and the start of the next school year.

Important: You must perform this import before performing the roll over tasks in cases21 for the new school year.

Step one: view attendance export files

 

  • Click Attendance > Export

Step two: generate attendance export file

Setup the export file to cover the appropriate time period.

  • Choose the required year and month, or

  • Select All months if exporting all attendance data for the year.

  • Click Export.

Step two: save export file to your downloads folder

The export may take some time to generate if you’ve chosen a number of months.

  • Click Attendance > Export.

  • Verify the correct export file is at the top of the list.

  • Click Download on the generated file.

Step three: launch Cases21 and choose attendance import

  • Launch Cases21.

  • Click Import/Export Data.

  • Click Import Data from ERM systems.

  • Click Import half-day attendance.

Step four: import attendance file

Any attendance data matching the dates selected will be overwritten by the export file data.

  • Click Step 1: Select Half Day Import File Location.

  • Browse your computer for the import file and select.

  • Click Run on the Security Warning message if it appears.

  • Choose From and To dates to match those used to generate the export file.

Step five: confirm details

If the import is successful, you’ll see a confirmation of the number of records imported.

  • Click Finish when ready.

 

 

Â