For Plan Rules, please visit the Admin Manual: Link
This is a step-by-step instruction on how to process multiple Enrolments using our File Builder template. Follow the steps below and refer to the corresponding screenshots provided in each section.
| After logging into HOOPP Insight you will land on the Dashboard home page. From the Data Collections tile, click New Data Collection. | ||||
| Select Enrolments from the Data Type drop-down menu. Click Save and Continue. Tip: You can overwrite the Data Collection Name so it's easier to search for later. | ||||
| Click Upload File to initiate the file upload process. Note: You can return to this screen at any time to upload additional files or manually enter additional members. | ||||
| Then click Download a template file and select. Open from the pop-up window to open the file template. | ||||
| Now enter the member data you wish to submit to HOOPP. Tip: The correct formatting can be found in the Member Data File Specifications. Once you have entered all member data, save the file to your computer. Note: Once the file is saved in .csv format, opening the file in Excel will delete the formatting changes and cause errors.
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| Next click on Select files from your computer and select the saved file. | ||||
| The uploaded file now appears in the Uploaded File(s) section. Click Import Files to load and view the data. | ||||
| The imported member records will be displayed on the screen. Any records containing input errors will be identified with a red dot. The File Summary indicates how many errors need to be corrected. | ||||
| To view information about an error, single click the member's record and details will display on the right. Click Edit to correct the error. | ||||
| Correct the error and click Save to continue | ||||
| Now click Validate to initiate data validations. | ||||
| Once the validations are complete, you will be presented with any members who have data warnings or data errors that need to be corrected. | ||||
| There are several options for addressing errors:
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| Once all errors and warnings have been actioned, click ReviewContinue to proceed. | ||||
| Review your submission for accuracy. Then click Submit to send the information to HOOPP. | ||||
| Click Confirm to complete the submission. | ||||
| Your new submission now appears on the Data Collections page. Click on the submission to see a summary on the right. Then click on the HOOPP Insight logo to return to the Dashboard homepage. |
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"Rather watch? Click play to view the Enrolment File Download Video" |