DutyMan Upload Files

             

             

You can upload lists of duties and/or members’ contact details to DutyMan in files created on your computer. This document defines the structure of these files. 

             

The files must be in Comma-Separated Value (CSV) format.  CSV is a simple file format widely used for transferring data between computers.  Information in CSV files is organised in rows and columns, much like a spreadsheet, in fact using a spreadsheet is a good way to create a CSV file.  The DutyMan Roster Spreadsheet (.xls, approx 600Kb) provides a starting point for creating your own file of duties, or you may prefer to use a database.  If you are not familiar with CSV files then visit http://en.wikipedia.org/wiki/Comma-separated_values

             

The first row of each file is a header row followed by one or more data rows.



The Header Row

The first row of your CSV file must contain column headings for the subsequent data rows.  Some columns are mandatory; others can be omitted.  Column headings that are not recognised by DutyMan are ignored. 

Columns need not appear in the sequence shown in the table below because the column heading dictates the column contents.



The Data Rows

Row 2 and all subsequent rows list duties and/or member details with one duty or member per row.

             

             

Column Heading

Mem

Req

Column Data

Max Chrs

Duty Date

             

D

The date of the duty in dd/mm/yy or mm/dd/yy format

10

Duty Time

             

             

Either a time as hh:mm, or up to 5 chars, eg 10:00, p.m, or blank

5

Event

             

D

A description of what is taking place

45

Duty Type

 

D

A brief description of the duty, eg Race Officer, Results, Bar

20

Swappable

             

             

No if you do not want this duty to be swapped, otherwise Yes or blank.  If omitted Yes is assumed.

3

Reminders

             

             

No if you do not want reminders to be sent , otherwise Yes or blank.  If omitted Yes is assumed.

3

Duty Notify

             

             

One or more email addresses of a people associated with this duty to be notified when a member swaps this duty.  Multiple email addresses must be separated by semi-colons,

eg. john@xxx.com; sue@yyy.org

255

Duty Instructions

             

             

Instructions to be included in reminder emails for this duty.

255

First Name

Y

D,M

Either Last Name, with or without First Name, or Member Name.

             

Each member must be identified by either a unique Member Name or a unique First Name/Last Name combination.

30

Last Name

60

Member Name

60

Password

Y

             

Used in conjunction with member’s name when logging in to DutyMan on the web. You can omit this column and tell DutyMan to generate passwords either at upload time or via the GenPswd Upload Option column (see below).

12

Email Address

Y

             

The member’s email address if known.  Members without email addresses will not receive reminders and cannot use DutyMan to swap duties. 

80

Phone

Y

             

The member’s telephone numbers.  The first number is displayed adjacent to the member's name on the duty roster but only after a member has logged in.

30

Phone 2

Address 1

Y

             

The member’s postal address.

             

If uploaded, postal addresses are visible to and can be amended by the corresponding member and the DutyMan Administrator.

             

Optionally they are visible to logged in members via the DutyMan Directory when the Directory feature is enabled.

50

Address 2

50

Address 3

50

Address 4

50

Postal Code

12

Country

25

Member DBID

        Y     

             

The database identification or key of this member in your organisation's database. Downloaded member rows, containing any updates to member profiles, also include Member DBID. Member DBID can then be used to locate and update member records in your organisation's database. The Profile Updated column in the downloaded rows gives the date when each member last updated their profile.

20

Notes

             

             

Any additional information.  Notes do not appear on the web.

255



             

Key to columns in the table above

             

Column Heading

The text to appear in the first row of your CSV file. It identifies the contents of the cells in the rows immediately below.  Columns can appear in any order.

             

Mem

Y indicates that this column contains member-related information. A CSV file of duties must contain member name column(s); it can also contain member-related columns. A CSV file of members can contain only member-related columns.  Columns can appear in any order.

             

Req

D means that the corresponding column is required when the CSV file contains duties with or without member details.

M means that the column is required when the CSV file contains member details only.

             

Column Data

Describes the contents of each column.

             

Max chrs

The maximum number of characters (letters, numbers, punctuation marks and spaces) that DutyMan will accept in this column for any one row.  For example in the Duty Time column, with a maximum of 5 characters, 10:00  or ~1000 are both acceptable but about 10  is too long (8 characters).

             

             

At upload time DutyMan decides what information – duties, member details, or both – is being uploaded on the basis of the columns present in the file:

             

Duty Date and Member Name(s)

but no Email Address:                 Uploading duties only

rows with blank duty dates are ignored

blank member names are set to tba (to be allocated).

             

Member Names(s) and Email Address

but no Duty Date:                           Uploading member details only

rows with blank member names are ignored.

             

Duty Date, Member Names(s)

and Email Address:                     Uploading both duties and member details

rows with blank duty dates are ignored,

blank member names are set to tba (to be allocated).



             

Upload Option Columns

             

These columns are optional but can be used to pre-set the corresponding radio-button options on the Upload Page in Admin Pages.  You might want to do this in order to restrict choices at upload time.  If upload option columns are present with valid values then the corresponding upload options on the Upload Page are disabled and cannot be changed by the user.  If the values in the file are invalid or omitted then options on the Upload Page are enabled. The option values must be in row 2. 



Column Heading

App

Column Data

Max

Chrs

Mode

D

Add or Replace.  Add appends the information in the file to existing duties.  Replace replaces all existing duties with the information in the file.

7

GenPswd

D,M

Yes to tell DutyMan to generate passwords for new members without passwords

3

Date Format

D

The format of dates in the CSV file. dmy for dd/mm/yy or mdy for mm/dd/yy.

3

TBA Swap Wanted

D

Yes to tell DutyMan to set all duties not assigned to a member to Swap Wanted

3



Duty Order

             

When creating a file of duties the rows need not necessarily appear in date order.  Your file can, if you wish, contain all the duties of one type with their dates and events followed by all the duties of another type with their dates and events.  After uploading DutyMan sorts them into ascending duty date and event order.  Duties with the same date and event stay in the order in which they occur in the upload file. 

             

For example, if your upload file contains

             

Duty Date

Event

Duty Type

Member Name

01/02/09

High Jump

Boss

A White

01/02/09

Long Jump

Boss

B Green

01/03/09

High Jump

Boss

C Blue

             

             

             

             

01/02/09

High Jump

Minion

D Brown

01/02/09

Long Jump

Minion

E Black

01/03/09

High Jump

Minion

F Red

             

After uploading these duties will be shown on the web as

                                 

Duty Date

Event

Duty Type

Member Name

01/02/09

High Jump

Boss

A White

             

             

Minion

D Brown

             

             

             

             

01/02/09

Long Jump

Boss

B Green

             

             

Minion

E Black

             

             

             

             

01/03/09

High Jump

Boss

C Blue

             

             

Minion

F Red



             

Sample Upload Files


Three sample CSV files (max 6Kb) are available to download from the web.  You can use them as templates for creating your own upload files.

Member Details Only

Duties Only

Duties and Member Details