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New Feature - Importing & Assigning Coaches
Idea shared by Shaun Peet - July 2 at 6:29 PM
In Progress
Employee Post
We're currently working on a feature which will allow for the importing of coaches to the master coach list, or the assignment of coaches to their roster, or both simultaneously.
 
This can be found in Control Panel -> Registration Module -> Importing -> Import / Assign Coaches.
 
As with all importing pages this page provides a same of the file format needed to do the import as well as detailed instructions for how to use the page.  We're looking for feedback on how easy the instructions are to understand as well as feedback on whether or not the function to import (or update) should be separate from the function to assign.
 
This page also has a new feature of the importing pages which might eventually be added to all importing pages - a full importing results view at the bottom which can also be exported to excel.  In most cases, we'll also add information to the "Reason" column to show for rows which weren't able to import, and why (which was already available).  What's different though is the showing of every valid row and whether or not the system did an import, an update, or in the case of the this particular page, an assignment to a team.
 
Please give this a try and let us know what works and what doesn't work, or if there's anything we can do to make the page better.
 

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