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Logged in

Security allows access to Placement Manager 

Placement created for a group of individuals

Placement confirmed to relevant Trust

1. Access bulk upload screen
2. Download spreadsheet
3. User completes spreadsheet
4. Upload completed spreadsheet
5. System validates spreadsheet and presents validation errors if any
6. System creates new placements against trainees recods based on spreadsheet values
   1. Where system finds matching trainee record on TIS, it will add a new placement with the details being uploaded
   2. Where system cannot find a matching trainee record on TIS, it will be flagged in the list of errors
7. System will send/present confirmation when process completes
   1. Confirmation message is displayed on screen
   2. Confirmation of placement is recorded against Trainee record
   3. Confirmation of placement is sent to relevant Trust (i.e. where the placement will be completed)

Column headers on spreadsheet

Please see Placement Import Template along with validations rules in the 'RUles and Validations sheet.

Only template spreadsheet can be used

All fields must be completed with a valid response

Rules are specified in the 'Rules and Validations' sheet here: TIS Placement Import Template - Spec for Update v.s. Add fields.xls