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How to Upload a Roster

  • Updated

This procedure describes how a Training Partner (TP) can upload a list of course participants and instructor(s) using a roster.

Requirements 

  • You have an existing (MyRC) account with TP Administrator or TP Course Administrator permission level, and have signed in. 
  • You must use the Roster Upload File template provided on the MyRC site, ideally the most recent version, in xlsx format.

Procedure  

1.  Select COURSE MANAGEMENT, then Upload Roster from the main menu.

Screenshot of main navigation bar, selecting Course Management, then select Upload Roster from the drop-down list.

2.  The Upload Roster page appears.  Read the instructions carefully to ensure compliance with the recommended points, and to become familiar with the possible exceptions.

 Screenshot of Upload Roster page, with list of instructions and possible exceptions.

3.  Select one of the two options:

A. DOWNLOAD TEMPLATE to save a fresh template to your local downloads folder.

B. BROWSE FILE to select an existing file from a local folder.

Screenshot of Upload Roster page, with buttons Download Template, Browse File, and Upload.

4.  Complete the xlsx file roster with all mandatory fields (columns with red titles), valid emails, and names. Remember to name your file appropriately.

Note: The CPR Level field (column G) is required for Standard First Aid, Emergency First Aid, and CPR course sessions.

Screenshot of sample Roster in xls format, including columns of mandatory fields and dummy data.

5.  Select the UPLOAD button as shown on the bottom right of the screenshot in Step 3. A confirmation dialog box will appear upon successful upload.

Screenshot of successful upload confirmation dialog box.

6.  To view Roster Upload History, scroll to the bottom of the Upload Roster page and consult the table.

Screenshot of Roster Upload History, a table including filename subject and associated details.

  • Search the Roster Upload History by entering a search term in the blank field, then select REFRESH LIST.
  • Sort the table by selecting the up/down arrow iconto the left of each column header.
  • View details of exceptions by selecting the Details link in the Exception column for the appropriate Subject.

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