Named entries: spreadsheet

For vocational qualifications you can make named entries using a spreadsheet. This method is ideal if you have large numbers of candidates.

1. Log in to Interchange.
   
2. Hover over ‘Entries’ in the left-hand menu and then click on ‘Make entries’.
3. Select the qualification category you require.

1. Click on the spreadsheet link beneath the relevant qualification category. 
2. Download and save the relevant spreadsheet template. 
3. Populate the spreadsheet with the information described in final entry information (either manually or by importing data from your management information system). 
4. Save your spreadsheet in either XLS or CSV format.

1. When you are ready to make your entries, click on ‘Browse’ to find your saved spreadsheet.
2. Add an order number or reference in the box provided and then click on ‘Submit entries spreadsheet’.
3. Interchange will validate the information you have provided and highlight any errors in red. If necessary, make the amendments to your entry information and click ‘Submit’.

1. You will then see a confirmation page, to confirm that your entries have uploaded successfully.
2. Download and save a copy of your entries for your records.

You can view all entry information within Interchange. 

1. Log in to Interchange. 
2. Hover over ‘Entries’ in the left-hand menu and then click on ‘Entry submission history’. 
3. Select the qualification category you require – from here you can view details of all your entries. 
4. Click the ‘View entry submission history’ link.
   

Use view entries to see your processed entries:

1. Log in to Interchange. 
2. Hover over ‘Entries’ and click on ‘View entries’ in the left-hand menu. 
3. Click the appropriate qualification to find and view the entries.

The following are useful features of Interchange:

• You only need to set up a candidate once – they are then ready for use for multiple series.
• Whilst creating entries for a unit or qualification, you can go back and add/remove candidates or change entry options without cancelling your entry.
• Once you've selected a group of candidates, you can add additional entries to the same group without having to search for them again.
• If you find you have duplicated a candidate, provided you have not yet made an entry for both candidates, it is possible to delete one of the candidates.
• You can also create candidate groups, which can be tailored to include candidates of your choice. To do this, log in, hover over ‘Candidates’ in the left-hand menu and click on ‘Candidate groups’ and follow the on-screen prompts.