Bulk Attachment and Note Uploads Video

This video explains how to create notes in bulk with attachments using TASS.web. It demonstrates preparing files for upload, including naming them with the correct entity codes and compressing them into a zip folder, then entering note details such as type, category, and text. The tutorial covers uploading the zip file, reviewing the upload report, and verifying that notes and uploaded attachments appear in the relevant module, using a student record as an example. It also highlights security options for confidential notes and how to access attachments directly from the notes list.

Want to skip ahead? Click here for timestamps.

00:05 – Introduction to bulk note attachment uploads
00:11 – Example scenario: academic reports as attachments
00:34 – Overview of Bulk Attachment Note Upload program
00:48 – Two options for bulk uploads explained
01:08 – Selecting the ‘Upload Notes with Attachments’ option
01:15 – Note types and entities overview
01:30 – Scenario setup: uploading previous school reports
01:41 – Preparing files for upload
02:18 – Naming files using entity codes
02:44 – Compressing files into a zip folder
03:10 – Important notes on file preparation
03:38 – Returning to TASS.web and entering note details
04:11 – Categorising notes and security permissions
05:06 – Categories setup explained
05:33 – Entering note text
06:02 – Uploading zip folder and generating report
06:26 – Reviewing successful and failed uploads
06:42 – Verifying uploaded notes in the student record
07:17 – Viewing attachments via paperclip icon
07:51 – Alternative access to attachments
08:02 – Session conclusion and reference to online help

To start the video, click the ‘Play’ icon.

To enlarge the video, click the ‘Full Screen’ icon, or use Ctrl and + to zoom in, and Ctrl and - to zoom out.

To enable subtitles, click the ‘Closed Captions’ icon and select ‘English’.

To adjust the speed of the video, click the ‘Settings’ icon, then select your preferred ‘Speed’.

Related Resources