Video Transcript
In this demonstration, we’ll review how organization-level administrators can set up custom fields in bulk to help assign and track progress of Knowledge Tracks.
You can create and update custom fields individually or in bulk.
To use the bulk tool, navigate to My Practice, People. You can choose to first use the filter tool to narrow down which users are included in the update, or you can include all employees by immediately clicking “bulk update custom fields.” Next, download the spreadsheet.
In the spreadsheet, you can edit the titles of any existing custom fields (that are not already in use for automatic Knowledge Track assignments).
You can create new custom fields by adding new columns.
You can update custom field data by: editing existing data (except for user ID, On-leave status, name, clinic, and discipline), and by adding new data for any number of users.
If a custom field was set up with options instead of free text, just be sure to add data that matches the options. For example, if the options for a custom field are the acronyms PT, OT, or SLP, be sure to type in those acronyms instead of spelling out the disciplines.
Feel free to delete rows of employees whose data does not need to be updated. This will not delete the users from MedBridge.
Once you're done editing, save the spreadsheet as a CSV and close out of it. Navigate back to MedBridge and click Upload. Select the spreadsheet you just saved, then map the document's columns to new and existing custom fields. You can skip any columns that don’t need to be updated.
Once you’ve mapped or skipped all the columns, click continue. Then, click “Process Bulk Update” and your data will begin to update.
Feel free to navigate away from this page as your bulk updates process. We’ll send you an email once the data has been uploaded. At that point, if there's an error, don't worry. MedBridge will outline what caused the error so you can resolve it quickly and easily. If the upload was successful, you will see a summary of the upload details at the top of the page.
This concludes our demonstration on how to set up custom fields in bulk.