Upload Small Groups into MissionInsite
You can upload and plot small groups in MissionInsite.
To upload people and use People Plot, you must be a Study Manager. You can request access from your Agency Manager.
Note: If you created upload files before the October 2024 release, the data structure of the file may have changed. Download the template and validate that your columns match before uploading.
- In the User Assistant, under What Would You Like to Do?, click People Plot.
- Click Upload People, then Next.
- Select a Study and People Type.
- Click Add New People Type, then enter your small group's name.
- Click Next
- When prompted, download the people upload template.
- In the template, enter your small group members' data.
- When your small groups' data is entered and saved in the template, click, click File input.
- Select your file and click Open. Your file's data displays in the window, along with any errors.
- Correct any errors. After correcting them, click Download to download a corrected .xls spreadsheet file for your records.
- Click Upload. Do not close the window until your upload completes.
Note: Correcting errors in the table lets you quickly make changes if you have a few errors. If you have a large volume of data and many errors, such as incorrect date formats, you may want to go back and correct your file and upload again.
After you upload your small group data, you can plot it in MissionInsite. When selecting which type of people to plot, select the People Type Name field you entered earlier.