Programs - Bulk upload allocation and completion loading

Uploading from the Program user interface (EDU and MH Moodle)

Open LMS's Programs feature enables users to bulk allocate users via a csv upload process. This process can run from the program users tab for program specific actions or (for WORK only) via the upload user tool. This feature also relies on the manual allocation method, so make sure that option is enabled for each of the target programs before proceeding. 

To bulk allocate users to a program using a csv go to the Program Management interface for the program you want to allocate users. From there go to the Users tab. At the bottom of that page there is an Upload allocations button.

The csv files requires only a few fields as illustrated below. 

username,pstartdate,pduedate,penddate
fakeuser1,2022-12-12,2023-12-12,2024-12-12
testuser2,2022-12-12,2023-12-12,2024-12-12

Uploading from the Upload users interface (WORK only)

When using the upload users option, which is available only for WORK customers, you can bulk mark completion of users from an external or historic source as well. This feature relies on the Upload users tool, so users must have access to use that feature in order to bulk assign or complete programs via csv.

At minimum the csv file needs to have a way to link each row to a specific user - we recommend using the username - and the program identifier, which is the program ID number. The following program columns are supported: 

• Program - program1
• Program start date - pstartdate1
• Program due date pduedate1
• Program end date - penddate1
• Program completion data - pcompletiondate1
• Program evidence text - pcompletionevidence1 

The numbers are the end link the fields together as you can have multiple programs assigned to a single person by including more than one allocation or completion record per row, so you can use program1, program2, etc. Dates must be formatted in the ISO standard format YYYY-MM-DD. Below is a an example of a upload csv where two different users are being updated with allocations for two programs each with different start, due, end, and completion dates. 

username,program1,pstartdate1,pduedate1,penddate1,pcompletiondate1,program2,pstartdate2,pduedate2,penddate2,pcompletiondate2
fakeuser1,P1,2022-12-12,2023-12-12,2024-12-12,2023-02-04,P4,2022-12-13,2023-12-13,2024-12-13,2023-02-05
testuser2,P4,2022-12-12,2023-12-12,2024-12-12,2023-02-04,P1,2022-12-13,2023-12-13,2024-12-13,2023-02-05

The setting of the program start date, due date, and end date are only possible at time of allocation. This means that if the user is already allocated to the program prior to the upload running the start date, due date, and end date will not update. However, the completion date can be set still using the upload process, regardless of allocation type. 

Program evidence text is optional, but could be used for something like a message that a given record is from a legacy system.