Updation

In the Admin Console, click on the 'Users' tab, then select the 'Bulk User Operations' tab. Choose 'Updation' from the options on the left. On the right, you will see options to search for users, download a CSV file, and upload a CSV file in the designated format.

Bulk User Updation Process:

The Bulk User Updation Process is designed to provide administrators with an intuitive interface for locating and modifying user information. By following these steps, you can efficiently search, select, and update user details.

1. Access the User Search Interface:

Begin by navigating to the User Search Button to locate the user whose details need to be updated.

2. Search for Users:

Utilize the search functionality within the pop-up table to locate the specific user you wish to update.

Steps:

• Use the search bar at the top of the pop-up table.

• Enter relevant details such as Name, or Email to filter the list.

• Review the search results displayed in the table.

Benefits:

• Enables precise filtering for easy user identification.

• Reduces the time spent scrolling through large lists.

3. Select the User:

Once you have identified the desired user, select their entry from the list.

Steps:

• Click on the user's row in the table to highlight and select them.

• Ensure the correct user is selected by verifying their details.

4. Add the Selected User:

After selecting the user, proceed with adding them to the update process.

Steps:

• Click the Add User button located in the pop-up interface.

• The selected user will be added to the update form or workflow.

5. Download the CSV Template:

Click the Download File button located under the Search User button to obtain the CSV template for user updates.

6. Edit User Information:

Open the downloaded CSV template in a spreadsheet program (e.g., Microsoft Excel, Google Sheets) to update user details.

Guidelines:

• Modify only the fields that need updates while retaining the existing structure.

• Ensure that all mandatory fields are completed correctly.

• Avoid altering column headers or adding unsupported fields.

7. Upload the Updated CSV File:

After making the necessary edits, return to the Updation section to upload the updated CSV file.

Steps:

1. Navigate back to the Bulk User Operations menu and select the Updation tab.

2. Click on the Upload CSV File button.

3. Select the updated CSV file from your local system and upload it.

4. Review the system’s validation report for any errors and resolve them if necessary.

5. Confirm the upload to process the updates.

History:

The History Table provides an overview of bulk user operations, offering detailed insights into upload activities and their outcomes. This feature is essential for tracking the status of updates, ensuring data accuracy, and identifying errors efficiently.

Feature Overview:

History Table:

The History Table displays updated information, including:

1. File Name

• Shows the name of the uploaded file used for the operation.

• Helps in identifying specific uploads for reference or troubleshooting.

2. Uploaded By

• Displays the name of the user who initiated the upload.

• Enables tracking of accountability for each operation.

3. Status

• Indicates the current state of the operation, such as:

  • In Progress: The file is still being processed.

  • Completed: The operation finished successfully.

• Upload Count: The total number of records uploaded from the file.

• Completed Count: The number of records successfully processed.

5. Error Count

• Displays the number of records that encountered errors during processing.

• Helps in identifying the scale of issues for further resolution.

6. Download Result

• Provides the Icon to download the result file, which includes:

  • Processed records.

  • Details of any errors encountered.