Uploading Members to CCSG Module
Objective
This SOP outlines the steps to upload members to the CCSG module efficiently and accurately.
Key Steps
1. Navigate to CCSG Members Tab 0:00
- Open the CCSG module on your screen.
- Locate the 'Members' tab on the left side of the screen and click on it.
2. Access Import Members Tab 0:14
- At the top of the Members tab, find and click on the 'Import Members' tab.
- Review the reference table provided to understand the required format for your CSV file.
3. Choose the File for Upload 0:23
- Click on the 'Choose File' button to select the CSV file you wish to upload.
Cautionary Notes
- Ensure that your CSV file is formatted according to the specifications in the reference table to avoid upload errors.
- Double-check the data in your CSV file for accuracy before uploading.
Tips for Efficiency
- Save your CSV file in an easily accessible location to streamline the upload process.
- Familiarize yourself with the reference table to minimize formatting issues.