Importing Data Sheets in the PWS Application

Importing Data Sheets in the PWS Application

Introduction

The PWS Application allows you to import Data Sheets using a CSV file. This feature enables quick and accurate data entry by uploading a pre-formatted Excel template that contains all active markers for your practice.

This guide explains how to download the template, update marker values, and upload the completed file.

Steps to Import a Data Sheet

1. Access the Data Import Page

  1. Click the "Data" menu item in the navigation bar.
  2. Click the "Upload CSV" button.
  3. You will be redirected to the Upload Data Sheet page.

2. Download the Template

  1. Click the "Download Template" button.
  2. An Excel file will be downloaded with all active markers preformatted for your practice.

3. Enter Practice Data in the Excel File

  1. Open the downloaded Excel template.
  2. Locate the Value column.
  3. Enter your practice’s data for each marker.
  4. Save the file to your computer once all data is entered.

4. Upload the Completed Data Sheet

  1. Return to the PWS Application and navigate to the Upload Data Sheet page.
  2. Select the Date the Excel file represents.
  3. Select the Shift the Excel file represents.
  4. Click the "Choose File" button and select the saved Excel file.
  5. Click the "Process File" button.

✅ The system will now create a new Data Sheet for the specified date and shift, using the marker values from the Excel sheet.


    • Related Articles

    • Checking Import Error Logs

      Steps to Check Import Error Logs If your Data Sheet upload fails or contains errors, follow these steps to review the Import Error Logs and troubleshoot: Click on your Profile Name in the top-right corner. Select "Import Error Logs" from the dropdown ...

    • Deleting a Data Sheet in the PWS Application

      Introduction If a Data Sheet is no longer needed, you can delete it. Deleting a Data Sheet is permanent and cannot be undone. Steps to Delete a Data Sheet Click the "Data" menu item in the navigation bar. You will be redirected to the Data Sheets ...

    • Creating a Data Sheet in the PWS Application

      Introduction Data Sheets store daily statistical data for shifts and markers. The PWS system allows users to create new Data Sheets for specific dates and shifts. Steps to Create a New Data Sheet Click the "Data" menu item in the navigation bar. You ...

    • Accessing and Viewing Data Sheets in the PWS Application

      Introduction The PWS Application stores Data Sheets to track marker data for shifts and dates. This guide explains how to view existing Data Sheets and filter them based on specific criteria. Steps to Access and View Data Sheets Click the "Data" menu ...

    • Printing a Data Sheet in the PWS Application

      Introduction You can print Data Sheets directly from the PWS system for record-keeping or review purposes. Steps to Print a Data Sheet Click the "Data" menu item in the navigation bar. You will be redirected to the Data Sheets List View. Find the ...