HOW TO CREATE A SPREADSHEET TO UPLOAD MULTIPLE ENROLMENTS FOR A SINGLE SERVICE You are required to provide details of all children enrolled and attending a funded kindergarten program for children in the year before school via the Kindergarten Information Management system (KIM). KIM allows you to add multiple enrolments for a single service by uploading a spreadsheet that you have prepared in advance. In order to add multiple enrolments successfully, it is important that the enrolments spreadsheet is formatted correctly and then saved as a .csv file type. This Quick Reference Guide provides instructions for preparing your enrolments spread sheet. Column order Ensure that the enrolments CSV spread sheet you want to upload contains the following column headings and formatting in this specific order. Do not include any commas, apostrophes or special characters in your data such as: @, *, $. Hyphens (-) are accepted. See Appendix 1 of this document for more information. 1. ServiceName: must be exactly the same as the service name in KIM 2. GivenName: UPPER or lower case or Mixed case. Can include a hyphen but not an apostrophe (‘) 3. FamilyName: UPPER or lower case or Mixed case. Can include a hyphen but not an apostrophe (‘) 4. Gender: use a capital M or F only 5. DOB: Date of Birth must be DD/MM/YYYY format only e.g. 26/01/2010 6. AddressUnitNumber: Child’s unit number. Or leave blank if none. 7. AddressStreetNumber: The child’s street number. 8. AddressStreetName: The child’s street name. Can include a hyphen but not an apostrophe (‘) 9. AddressStreetType: must be all capital letters (see page 6 – Valid Street Types) Download the CSV template Download the CSV template from under the Enrolments tab to ensure that you start with the correct spreadsheet template. When you have completed the following steps and are ready to upload your spreadsheet, it is important that you then follow the instructions in the Quick Reference Guide: How to add, edit or remove an enrolment in the year before school. QUICK REFERENCE GUIDE 10. AddressSuburb: The child’s suburb. 11. AddressState: must be all capital letters e.g. VIC 12. DateCommenced: The date the child commenced the funded kindergarten program in the current calendar year. DD/MM/YYYY format only e.g. 28/01/2015 There must be no SPACES before the first character or after the last character in any cell of the CSV file. Spaces between words are allowed. Kindergarten Information Management Helpdesk: 1800 614 810 [email protected] 1 1 HOW TO CREATE A SPREADSHEET TO UPLOAD MULTIPLE ENROLMENTS FOR A SINGLE SERVICE QUICK REFERENCE GUIDE Examples Correct formatting: Incorrect formatting: Kindergarten Information Management Helpdesk: 1800 614 810 [email protected] 2 2 HOW TO CREATE A SPREADSHEET TO UPLOAD MULTIPLE ENROLMENTS FOR A SINGLE SERVICE QUICK REFERENCE GUIDE Document format Mac users: Once the spread sheet is completed and the cells are correctly formatted, the file must be saved as the file type .csv before uploading it in KIM. 1. Mac users: click on the ‘Save as type’ field and select ‘Windows Comma Separated (.csv)’ then click ‘Save’ If you are using the CSV template from KIM, it is already in a .csv file type format. Select ‘File’ and ‘Save’ in Excel. You are now ready to upload this file. If you did not use the CSV template from KIM, the spreadsheet must be saved in .csv file format in order to upload it to KIM. To save the document in .csv file format follow these instructions: Windows PC Microsoft Office users: 1. Open the spreadsheet, select ‘File’, then ‘Save As’ 2. The ‘File Save’ menu opens, then browse to the location you want to Save to. 3. Click on the ‘Save as type’ field and select ‘CSV (Comma delimited)’ then click ‘Save’ NOTE: – Do not enter future commencement dates – Do not include spaces before the first or after the last character in each cell – Do not enter apostrophes or symbols in the cells eg: ‘ “ @ $ % = – Hyphens and spaces between names are permitted e.g. Mary-Louise – Ensure all dates are formatted DD/MM/YYYY e.g. 16/02/2014 – Ensure Gender, AddressStreetType and AddressState are ALL UPPERCASE If you are unable to upload the CSV file, please contact the HELP desk for assistance Phone: 1800 614 810 Email: [email protected] Kindergarten Information Management Helpdesk: 1800 614 810 [email protected] 3 3 HOW TO CREATE A SPREADSHEET TO UPLOAD MULTIPLE ENROLMENTS FOR A SINGLE SERVICE Appendix 1 – Mandatory Fields QUICK REFERENCE GUIDE Note: Apostrophes (‘) must not be entered in any field Column Mandatory Type Values / Format Example Description ServiceName Y UPPER or lower case or Mixed or hyphen Appletree Kinder The name of the service attended by the child GivenName Y Text Text UPPER or lower case or Mixed or hyphenated APPLETREE KINDER Apple-tree kinder NOTE: This must be an exact match of the service name in KIM Mary Child’s First Name Mary-Jo Mary Anne FamilyName Gender Y Y Text Text UPPER or lower case or Mixed or hyphenated Smith ‘-‘ or space only Smith Hart M or F (UPPERCASE only) M for Male Child’s Last Name Smith-Hart Child’s Gender F for Female DOB Y Date dd/mm/yyyy 23/02/2010 Child’s DOB AddressUnitNumber N Text Blank if not required Blank Child’s Address Unit Number 2 A 2A AddressStreetNumber Y Text Numbers , letters 1 Child’s Address Street Number 1A 10-12 AddressStreetName Y Text UPPER or lower case or Mixed or hyphenated Alexandra Park ALEXANDRA PARK Alexandra-Park Kindergarten Information Management Child’s Address Street Name Helpdesk: 1800 614 810 [email protected] 4 4 HOW TO CREATE A SPREADSHEET TO UPLOAD MULTIPLE ENROLMENTS FOR A SINGLE SERVICE QUICK REFERENCE GUIDE Column Mandatory Type Values / Format Example Description AddressStreetType Y UPPER only - refer Appendix 2 for valid street types STREET Child’s Address Street Type Text Street types must exactly match the valid street types in Appendix 2 AddressSuburb Y Text UPPER or lower case or Mixed or hyphenated Northcote or Box Hill NORTHCOTE or BOX HILL Northcote or Box-Hill Child’s Address Suburb AddressPostCode Y Number Must be 4 numbers only 3182 Child’s Address Postcode AddressState Y Text State code VIC, NSW, QLD, SA, WA, ACT, NT, TAS Child’s Address State DateCommenced Y Date dd/mm/yyyy 28/01/2015 The date the child commenced at this service Kindergarten Information Management Helpdesk: 1800 614 810 [email protected] 5 5 HOW TO CREATE A SPREADSHEET TO UPLOAD MULTIPLE ENROLMENTS FOR A SINGLE SERVICE QUICK REFERENCE GUIDE Appendix 2 – Valid Street Types Street Type ACCESS ALLEY APPROACH ARCADE ARTERY AVENUE (AVE) BANK BASIN BAY BEACH BEND BUILDING (BLDG) BOULEVARD (BLVD) BOARDWALK BOWL BRACE BRAE BREAK BRIDGE BROADWAY BROOK BROW BYPASS CANAL CAUSEWAY CENTRE CENTREWAY CHASE CIRCLE CIRCLET CIRCUIT CIRCUS Street Type CLOSE (CL) COMMON CONCOURSE COPSE CORNER CORSO COURSE COURT COURTYARD COVE CRESCENT (CRES) CREST CRIEF CROSS CROSSING CULDESAC CURVE DALE DEVIATION DIP DOWNS DRIVE (DR) DRIVEWAY EASEMENT EDGE ELBOW END ENTRANCE ESPLANADE ESTATE EXPRESSWAY (EXPWAY) EXTENSION Street Type FAIRWAY FIRETRAIL FOLLOW FORD FORMATION FREEWAY FRONT FRONTAGE GAP GARDEN GARDENS GATE GATES GATEWAY GLADE GLEN GRANGE GREEN GROUND GROVE GROVET HAVEN HEATH HEIGHTS HILL HUB HIGHWAY (HWY) INTERCHANGE (INTER) ISLAND JUNCTION KEY KNOLL Street Type LANE (LA) LINE LANEWAY LINK LOOKOUT LOOP LOWER MALL MEAD MEANDER MEWS MOTORWAY NOOK OUTLOOK OVERPASS PROPERTY (P) PARK PARKLANDS PARKWAY PASS PATH PATHWAY PARADE (PDE) PIER PLACE (PL) PLAZA POCKET POINT PORT PROMENADE PURSUIT QUAD Street Type QUADRANT QUAY QUAYS RAMBLE ROAD (RD) REACH RESERVE REST RETREAT RETURN RIDE RIDGE RING RISE RISING ROADWAY ROTARY ROUND ROUTE ROW RUN SERVICEWAY (SERWAY) SIDING SLOPE SPUR SQUARE STEPS STRAND STREET (ST) STRIP SUBWAY TARN Kindergarten Information Management Street Type TERRACE (TCE) THROUGHWAY (THROWAY) TOLLWAY TOP TOR TRACK TRAIL TURN UNDERPASS VALE VALLEY VIEW VISTA WALK WALKWAY WAY WHARF WYND Helpdesk: 1800 614 810 [email protected] 6 6
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