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Creating Digital Staff Passports for multiple users

You can use a bulk upload template to create more than one Digital Staff Passport at a time.

Page contents

Download the template

Instructions

  1. Download the template using the link above.
  2. Open the template.
  3. Open the file holding the information you want to use. This could be a spreadsheet extracted from Oriel or TIS, for example.
  4. Select the required data to copy from a single column such as "First name", and then press Ctrl+C (copy). Note: do not include the header cell.
  5. In the corresponding column in the template, select the cell directly beneath the header cell and press Ctrl+V (paste).
  6. Repeat the process for all columns you have information.
  7. In the File menu, choose 'Save As'.
  8. In the 'Save as type' drop down, select 'CSV (Comma delimited) (*.csv)'. Selecting any other file type can cause the upload to fail. See the screenshot below.

DSP bulk upload template

  1. Important - the following columns are mandatory for each row:
    • First name
    • Last name
    • Email address
    • Telephone number
  2. Check that:
    • there are no duplicates in your list
    • date formats are dd-mm-yyyy
    • each telephone number is shown with either a leading zero, or a '+' sign for overseas numbers
    • you have not changed any of the column headers
    • you have not added or deleted any columns
    • you have not left any empty rows between your rows of data
  3. Return to the DSP portal and follow the instructions to upload your completed template.

Last edited: 13 June 2024 11:48 am