Data Management¶
Documentation in progress
This page is being expanded with detailed instructions. Check back soon for complete content!
Overview¶
Upload, download, and manage district data including club information, officer rosters, and reporting data.
How to Access¶
- Navigate to District > Data Management
- Choose import or export options
- Follow the appropriate workflow
Importing Data¶
Club Data Import¶
Import club information:
- Download the import template
- Fill in club data
- Upload the completed file
- Review and confirm import
Officer Data Import¶
Import officer assignments:
- Get officer data from TI or district records
- Format according to template
- Upload and map fields
- Verify assignments
Bulk Updates¶
Update multiple records:
- Export current data
- Make changes in spreadsheet
- Re-import updated data
- Review changes
Exporting Data¶
Club Directory¶
Export club information:
- Club names and numbers
- Meeting locations and times
- Officer contact information
- Club status
Officer Reports¶
Generate officer lists:
- By role across district
- By club
- By division/area
Training Reports¶
Export training completion:
- COT completion status
- Attendance records
- Historical data
Data Formats¶
Supported Formats¶
- CSV (Comma-Separated Values)
- Excel (.xlsx)
- PDF (export only)
Template Files¶
Download templates for:
- Club data import
- Officer data import
- Bulk updates
Data Quality¶
Validation¶
System checks for:
- Required fields
- Valid formats
- Duplicate entries
- Inconsistencies
Error Handling¶
When errors occur:
- Review error report
- Correct issues in source file
- Re-import corrected data
Tips¶
- Back up data before large imports
- Use templates to ensure correct formatting
- Verify imports with spot checks
- Keep historical exports for reference
- Sync with TI data regularly
Common Questions¶
How often should I sync data?¶
At minimum monthly, or after significant changes.
What if import fails?¶
Review the error report, correct issues, and retry. Contact support for persistent problems.
Can I undo an import?¶
Contact support for rollback assistance if needed.