What a successful upload will look like: 

Once a successful upload has been completed the sessions tab will display the following results: 

We could have cases like the image below:  

This is a partially completed upload. 2 orders within the excel has failed whilst 19 had been successful.

You should check the sessions tab and troubleshoot which orders have the error. To fix, follow the troubleshooting method above, resolve the issue in the excel file, then re-upload the previously unsuccessful entries ONLY.

Reuploading ALL entries again will result in duplicates orders.

Common Errors:

During submission, you might receive a status that shows as fail and an accompanying message.

Most errors are down to formatting with the excel sheet, such as capital letters where one isn't expected.

DBS Job Role: The client has provided a DBS Job Role that is not on the system or is slightly different. This must exactly replicate the system's content; using "Tutor" instead of "tutor" will fail. In this example, change the content to "tutor".

Applicant Type: If a client enters "Temp" without setting it up beforehand, the process will fail because not all clients have this option set up. Please contact the Client Services Team to have this set up for you.

Package Name: This needs exactly mimic what is on the system otherwise an error will throw – “Package 11” will not be successful if this is “package 11: DBS”. In this example, change the content to "package 11: DBS". This should be your package name and not a singular checks name.

Subaccount Name: Subaccount names can be temperamental. Replacing this with the subaccountorgID (Provided in your onboarding email) can remove errors as long as the excel file is formatted correctly.

SubAccountOrgID: This needs to remain consistent among each candidate, the org ID reflects the subaccount name. The client may have changed the last number of this ID. Please ensure the org ID is correct.

Note: Spreadsheets can sometimes reformat a column. For example, we are aware of instances of Date of Bir

Understanding the Sessions Tab & Troubleshooting: 

If an error does appear and you are unsure, please check the sessions tab as this can direct you to the correct area of the problem and you can locate the issue off the bat.  

Errors can come in multiple forms and could affect some orders with some being successful and some failing: 

To view the two errors, you'll need to select the magnifying glass: 

Select Children: 

And then the magnifying glass one again on the failed order: 

This will then display the error results at the bottom of the page – showing what needs to be fixed:

If you can't understand or work out the fix from the description, please contact the Client Services Team directly, however, note that most issues and errors relate to an issue with the template formatting, such as an incorrectly formatted telephone number.

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How to process a successful file upload