Differences

This shows you the differences between two versions of the page.

--- annual_school_census_workbook_user_manual [2020/03/23 06:44] – [Overview] ghachey
+++ annual_school_census_workbook_user_manual [2022/05/04 19:31] (current) – [Rollover] ghachey
@@ Line 12: / Line 12: @@
 The workbook main objective is to improve the quality of data collected in a challenging environment where many do not have reliable Internet connection while building on tools that people know. It is designed to be updated by managing authorities twice a year (a) in September/October as an enrolment update and (b) in June/July as both for the outcomes of the year (graduations, drop outs, transfers etc).
+==== Aims of this document ====
+This is not a step-by-step how to document. Most Data and IT staff are comfortable working in excel, understand the schools data model and make rapid transition across to the workbook. This document therefore will aim to explain the key differences and tools.
 ==== Main features of the workbook ====
@@ Line 54: / Line 58: @@
 <note warning>Be very careful not to overwrite any of the calculations in formula cells (i.e. age, fullname etc). The safest thing to do is to re-protect the worksheet when you have done the task.</note>
+==== Workbook Version ====
+Has the workbook constantly undergoes improvements it is important to make sure you are always using the latest and greatest version. Currently the best way to do this is to contact the people of the project you are working with. You can also check the version in the Settings sheet of the workbook as shown below.
+{{:annual-census-user-manual:workbook-settings.png|}}
@@ Line 63: / Line 71: @@
-===== Aims of this document =====
-This is not a step-by-step how to document. Most Data and IT staff are comfortable working in excel, understand the schools data model and make rapid transition across to the workbook. This document therefore will aim to explain the key differences and tools.
-===== Version =====
-Has the workbook constantly undergoes improvements it is important to make sure you are always using the latest and greatest version. Currently the best way to do this is to contact the people of the project you are working with. You can also check the version in the Settings sheet of the workbook as shown below.
-{{:annual-census-user-manual:workbook-settings.png|}}
 ===== Data Validation =====
@@ Line 108: / Line 111: @@
 ===== Rollover =====
-<note warning>Always use some test copies of your data before you perform this on your live data. You need to do a number of practice runs to familiarise yourself with how this works.</note>
+<note warning>The rollover done in the workbook still work but is not supported and is no longer the recommended way to do a rollover. The rollover should be done directly within the EMIS online. Refer to [[https://docs.pacific-emis.org/doku.php?id=emis_user_manual#rollover_workbook|https://docs.pacific-emis.org/doku.php?id=emis_user_manual#rollover_workbook]]</note>
+<note important>Always use some test copies of your data before you perform this on your live data. You need to do a number of practice runs to familiarise yourself with how this works.</note>
 The rollover function allows you to anticipate enrolments for a new school year. The function is based around the Completed and Outcome columns (Outcomes view) and the ‘From’ column in the Enrolment.
@@ Line 203: / Line 208: @@
 FIXME
+===== Advanced =====
+==== Refresh Data Connection ====
+To improve data quality the workbook makes use of data connection to the EMIS database. It does that to retrieve the exact school name and various dropdown values. It can be useful to know how to refresh those data connection if any dropdown is updated in the EMIS for example. This is shown below.
+{{ :annual-census-user-manual:refresh-workbook-data-connection.png?nolink |}}