.. _upload: Upload ====== .. contents:: :local: :depth: 1 You will only be able to see the **Upload** tab if you have been assigned the 'Upload' role, when logged into the PMHC MDS on https://pmhc-mds.net. If you don’t have access to the **Upload** tab and you believe you should, please contact someone in your provider organisation or provider organisation's PHN who has the 'User Management' role. If you are unsure who has the 'User Management' role please email the PMHC helpdesk at support@pmhc-mds.com After navigating to the **Upload** tab, you will be presented with a drop down list of the organisations to which you can upload. .. figure:: screen-shots/upload.png :alt: PMHC MDS Upload .. _uploading-a-file: Uploading a file ^^^^^^^^^^^^^^^^ After navigating to the **Upload** tab, you will be able to upload data files to organisations for which you have the 'Upload' role. You can upload data files through the upload tab, by following these steps: 1. Navigate to the **Upload** tab 2. The Primary Health Network (PHN) will be pre-filled in the **Organisation** field, unless you are allowed to upload to more than one PHN which will allow you to select the PHN whose data you are uploading .. figure:: screen-shots/upload-org-selected.png :alt: PMHC MDS Organisation Selected 4. Click the blue **Select File** button 5. Navigate to where the upload file is saved on your system. Select the file and click the grey **Open** button .. figure:: screen-shots/upload-file-selected.png :alt: PMHC MDS Upload File Selected 6. Check to ensure you have selected the correct file by reviewing the file name now displayed below the **Select File** button 7. Click the green **Upload** button You will receive confirmation that your file has been accepted. The file will now be validated and you will receive a confirmation notification and an email. You can click on the link confirmation notification or open the email to view the upload status, informing you that your file was successfully uploaded to the PMHC MDS, or informing you of any errors that occurred. See :ref:`viewing-previous-uploads`. Please email support@pmhc-mds.com if you don't receive an email within one hour. Further discussion about the error messages can be found at :ref:`upload-error-messages`. .. _uploading-a-file-in-test-mode: Uploading a file in Test Mode ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ A file can be uploaded in Test Mode. When uploading in test mode, the file is validated, however the data is not updated in the PMHC MDS database. After navigating to the **Upload** tab, you will be able to upload in Test Mode data files to organisations for which you have the 'Upload' role. You can upload data files in Test Mode through the **Upload** tab, by following these steps: 1. Navigate to the **Upload** tab 2. If you are allowed to upload to more than one organisation you will be asked to select an organisation name 3. Select the name of the organisation whose data you are uploading from the drop down list 4. Click the blue **Select File** button 5. Navigate to where the upload file is saved on your system. Select the file and click the grey **Open** button 6. Check to ensure you have selected the correct file by reviewing the file name now displayed below the **Select File** button 7. Click the **Upload as test data** checkbox on the right hand side .. figure:: screen-shots/upload-test-mode.png :alt: PMHC MDS Test Mode selected 8. Click the green **Upload** button You will receive confirmation that your file has been accepted. The file will now be validated and you will receive an email informing you if your file was valid, or informing you of any errors that occurred. *Even if your file was valid, the data will not be updated in the PMHC MDS database.* .. figure:: screen-shots/upload-test-comp.png :alt: PMHC MDS Upload Test Complete Details page .. _viewing-previous-uploads: Viewing Previous Uploads ^^^^^^^^^^^^^^^^^^^^^^^^ The PMHC MDS allows you to review previous uploads. .. figure:: screen-shots/upload-previous.png :alt: PMHC MDS Status of Previous Uploads When an upload has been completed, irregardless of whether it validated successfully or not, the upload will be added to the table. The **Status of Previous Uploads** table refreshes once files finish the validation process. Types of status results are: * **accept** - the file is currently going through the validation process * **complete** - the file has successfully passed the validation process * **error** - the file has returned errors through the validation process. Please review the error messages and correct the data to upload again Further discussion about the error messages can be found at :ref:`upload-error-messages`. .. _viewing-uploads-details: Viewing Upload Details ^^^^^^^^^^^^^^^^^^^^^^ You can view the results of an upload by following these steps: 1. Navigate to the **Upload** tab 2. Click the **Upload Status** tab 3. Locate the date and time of the upload you are interested in 4. Click on the filename of the relevant upload 5. You will be shown the **Upload Detail** page .. _viewing-complete-uploads: Complete uploads ^^^^^^^^^^^^^^^^ :ref:`viewing-uploads-details` for complete uploads will display data verification information by listing the number of data records present and if those records are added, updated, or deleted, within the MDS records. .. figure:: screen-shots/upload-details.png :alt: PMHC MDS Upload Details page .. _upload-error-messages: Error messages ^^^^^^^^^^^^^^ If the status of your file shows error, you can view the returned errors through :ref:`viewing-previous-uploads`. .. figure:: screen-shots/upload-details-error.png :alt: PMHC MDS Upload Details error page .. _upload-fixing-errors: Correcting upload errors ^^^^^^^^^^^^^^^^^^^^^^^^ Any data errors will need to be corrected in your internal system and a new upload file created. Or if you manually record data on the upload file, you can edit the data records directly on the file. The definition of each data item has associated notes that will provide guidance on why an error is returned. By visiting the data specifications documentation and clicking on the `Record formats `_ field name this will take you to the field definition which outlines the associated notes. In the Frequently Asked Questions guide there are questions about some of the common and unusual upload error messages. These answers contain information on what you can do to fix the error. See - :ref:`Uploading Data FAQs `. If you require assistance in understanding an error message, please email support@pmhc-mds.com. .. _deletion-upload-file: Deletion of data via an upload file ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ All data except for Organisation records can be deleted through an upload file. Further details on how to create a deletion file is available in the online specifications. See: `Delete upload file format `_.