Uploading and Approving Concept Scheme Data

Bulk UploadConcept Schemes

The following instructions pertain to the bulk upload of the minimum data necessary for publishing to the Registry.

The Credential Engine team encourages users to include any additional information that is relevant to their concept scheme(s). In addition to Credential Engine’s minimum required data and the required if available data sets, we also strongly recommend providing a specific set of data that holds great value for data users – the Recommended Benchmark data set.

For further instructions or questions, please contact the Publishing team at publishing@credentialengine.org.

Uploading Concept Scheme Data

  1. Once your organization has been approved to publish, access the Credential Engine Publisher here: https://apps.credentialengine.org/publisher/. Log in using the same login credentials you created in the Accounts System.
  2. Navigate to https://apps.credentialengine.org/publisher/bulkupload/conceptscheme. This will direct you to the Concept Scheme section of the Bulk Upload Tool.
  3. When accessing the Bulk Upload tool, the ‘Select Your Organization’ option will be located at the top of the page. If only one organization is associated with your account in our system, the tool will automatically select the appropriate organization from the dropdown menu. However, if multiple organizations are linked to your account in our system, you will need to choose the correct organization from the dropdown menu.
  4. The ‘Introduction’ offers a concise summary of the steps required for uploading new concept schemes, as well as the steps required for updating existing concept schemes, in the event that there is a need to modify concept scheme data previously uploaded to the Publisher.

    1. The ‘Print this Page’ button allows users to print the Bulk Upload instructions. Prior to printing, be sure to expand the relevant sections to capture the necessary information in the PDF.
    2. The ‘Contact Us’ button is available for assistance with the Bulk Upload Tool.
    3. The ‘Equity Benchmark Model,’ developed based on the final report of the Equity Council, categorizes properties within the Bulk Upload into three tiers, indicated by a signal bar icon next to each property. Tier 1 properties have one filled bar, Tier 2 properties have two filled bars, and Tier 3 properties have three filled bars.
  5. Under ‘Step 1: Complete Your Organization,’ click the ‘My Organizations’ tab to expand the section. In this section, you will find the necessary organization information such as identifiers for addresses, and cost and condition manifests, should they exist, that you may need to include in the data you wish to upload. Notably, you have the option to make edits to your organizational data directly from this tab.
  6. Under ‘Step 2: Select Your Properties,’ you will choose the properties that you want to include in your template. The tool will be set to ‘Upload New Concept Schemes.’
  7. Expand the ‘Required Properties’ tab. These properties are integral to our Minimum Data Policy, required for publishing, and have been preselected for your convenience. As a result, they will automatically be included in your spreadsheet when you download it. Furthermore, they are categorized as Tier 1 Equity Benchmark data, which is indicated by a signal icon featuring one bar next to each property.

    1. Within each tab on the Bulk Upload Tool, you will find detailed information for each property, including a description, an example of the required data, and specific formatting requirements for the data in the spreadsheet.
  8. (Optional) Expand the other tab, Recommended Benchmark Properties, and choose any extra properties you wish to include in your data. Although these additional properties are not required to publish, Credential Engine encourages publishers to publish past the Minimum Required Data Policy.
  9. Under ‘Step 3: Download Your Template Spreadsheet,’ make sure to check both ‘Include Sample Data’ and ‘Include Instructions’ to include sample data and instructions. Then, click on the ‘Download Template Spreadsheet’ button. Please note that the template will be downloaded as a .csv file. Open the file as a Google Sheet or Excel spreadsheet to easily input data.

  10. The template contains sample data and instructions for each property in Rows 2 and 3, allowing you to refer to them in the spreadsheet. In Row 1, the column headers correspond to the properties you selected in ‘Step 2: Select Your Properties.’

    1. Additional guidance on filling out the concept scheme spreadsheet can be found under ‘Step 4: Populate Your Template Spreadsheet’ on the Bulk Upload Tool.
  11. After completing the template, remove column A, along with the sample data and instructions in Rows 2 and 3. Ensure that these are deleted before uploading to avoid errors. Remember to save the file with a .csv file extension, as that format is compatible with our system.

  12. Under ‘Step 5: Upload Your Data’ on the Bulk Upload Tool, click the ‘Import Competency Framework’ button to upload using CASS.
  13. In CASS, select your organization to manage competencies for.
  14. To upload your .csv file, scroll down to ‘Import from file.’ Scroll through the steps to import the file on the right hand side of the screen.
  15. After importing your data, the next step is to approve your data to be published.

Approving Concept Scheme Data

  1. Under ‘Step 6: Approve Your Concept Schemes,’ click on the blue link to your Organization Summary Page.
  2. On your Organization Summary Page, select the ‘Concept Schemes’ tab. The ‘Concept Schemes’ tab will display all of your uploaded concept schemes. To easily approve your concept scheme, select the ‘Select All’ button located on the right-hand side of the screen. This will select all your concept schemes to be approved at one time. Once the concept schemes have been selected, click on the green ‘Approve All Selected Items’ button located at the bottom of the screen. Please note that our system will not allow approval of concept scheme data unless your organization has been approved and published. If your organization has not yet been approved, select the ‘My Organization’ tab and click on the ‘Approve my Organization’ button. Following approval, the Credential Engine team will publish your organization to the Registry. Once you receive email notification that your organization has been published, you will be allowed to approve your concept scheme data.

  3. Upon approval of the data, the Credential Engine team will automatically be notified of the approval to be published. Once published to the registry you will receive an email notification of the data being published. Your data will be available on the Credential Finder in about 30 minutes following the publish.