diff --git a/docs/user-import.md b/docs/user-import.md index ed9bc816e..ef8b6804c 100644 --- a/docs/user-import.md +++ b/docs/user-import.md @@ -36,7 +36,21 @@ The results of each file import can be downloaded in a CSV file with the followi | NOTES | Any notes e.g. errors | A string with multiple notes separated by ". " | | RAW_DATA | The raw row of data from the original uploaded CSV file | A string | -This CSV can then be used by the source service to enhance its data with user IDs from Identity +This CSV can then be used by the source service to enhance its data with user IDs from Identity i.e. specifically all rows except those marked `Invalid`. + +## Summary of Notes + +Following is a summary of potential notes/messages which may be included in the download file and any further action which might be necessary. + +| Note | Explanation | Action | +| -------------------------------------------------------------------------- | ----------- | ------------------------------------------------------------------------------------------------------------------ | +| Potential duplicate user | There is an existing record in identity with the same first name (or synonym), last name and date of birth but a different email address to the one supplied in the import file. | Manual review of records in source system (e.g. NPQ) and identity. | +| A user already exists with the specified email address but a different TRN | There is an existing record in identity with the same email address and TRN as the one supplied in the import file. | No action necessary - the export file will contain the associated User ID from identity. | +| A user already exists with the specified TRN | There is an existing record in identity with the same TRN but a different email address to the one supplied in the import file. | Manual review of records in source system (e.g. NPQ), identity & DQT to check if the user is the same person. Could potentially copy the User ID from identity if happy that they are the same person. | +| Updated TRN and name for existing user | There is an existing record in identity which matches the email address in the import file but doesn't have a TRN. The TRN is updated for the identity user along with the first, middle and last names from the associated record in DQT. | No action necessary - the export file will contain the associated User ID from identity. | +| TRN field must match a record in DQT | No record could be found in DQT which matches the TRN supplied in the import file. | Manual review of records in source system (e.g. NPQ) & DQT to see what the problem might be (e.g. could they potentialy be inactive?). | +| DATE_OF_BIRTH field should be a valid date in ddMMyyyy format | This is most likely because of using a "null" date in Excel which exports to CSV as 00011900 i.e. an invalid date. | Currently DATE_OF_BIRTH is mandatory in the user import so these records will not get imported. | +| A user already exists with the specified email address but a different TRN | There is an existing record in identity with the same email address but a different TRN to the one supplied in the import file. | Manual review of records in source system (e.g. NPQ), identity & DQT to check if the user is the same person. Could potentially copy the User ID from identity if happy that they are the same person. | ## User Import Processing