Provider Direct v1.0.8Overview of Upload User Interface Changes

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Upload link has been renamed to “Uploads”:

Click the “Uploads” quick link to display the list of uploads:

  • Upload ID: read-only auto-number field containing the unique ID for the upload record
  • Type: The upload type. Currently “Service Delivery” is the only supported upload type.
  • Organization: The organization the user belongs to.
  • Created: the timestamp for when the upload record was created/uploaded
  • Created By: The user who created the upload.
  • Status: The status of the upload. Valid statuses are “Processing” and “Completed”.
  • Valid Rows: The number of rows that are valid- [valid count] of [total count]
  • Comments: Any comments entered by the user regarding the uploaded file.

The list of uploads is a standard list. Sorting, filtering, paging, etc applies.

Clicking “Add New” will display the upload detail screen:

“Upload File” link will remain disabled until a valid file is selected.

File format rules:

  1. CSV file must include all required column headers
  2. Required headers: "ClientID", "Service", "Agency", "Units", "ServiceDate", "Provider"
  3. spaces are allowed- i.e. “Client ID” or “ClientID”
  4. case insensitive
  5. Application will validate the headers after the file is selected and provide feedback if any columns are missing.
  6. CSV file must not include any blank column headers
  7. Examples of what make the following header row invalid are highlighted in yellow (extra commas indicate empty columns):

ClientID,ConsumerName,Service,Agency,Units,UnitPrice,,,CareProgram,ServiceDate,Provider,Site,FundIdentifier,Subservice,Errors,,,,,,

  1. CSV file must not include any invalid column headers
  2. Valid Headers: "ClientID", "ConsumerName", "Service", "Agency", "Units", "UnitPrice", "CareProgram", "ServiceDate", "Provider", "Site", "FundIdentifier", "Subservice", "Errors"
  3. spaces are allowed- i.e. “Fund Identifier” or “FundIdentifier”
  4. Application will validate the headers after the file is selected and provide feedback as to which headers are invalid.
  1. CSV file must not be blank.
  2. CSV file must not contain more than 15,000 lines

Upon selecting a correctly formatted file upload screen should display the file contents and at the same time, validate the file against the administrative data (agencies, agency-provider associations, contract rates, etc).


  1. Invalid row counts are displayed above grid
  2. Error message should be displayed in “Errors” column to the right.
  3. Grid enables sorting, grouping and filtering.
  4. CSV Line # now matches the line number in the original CSV file (it used to be off by one due to the header line)

Upon selecting a correctly formatted file the “Download CSV” link will appear. The user will be able to download either the original CSV (without error details) or a CSV file that includes the error details displayed in the grid.

Click “Upload File” to start the file processing:

  1. Upload record will be saved to the database (you can verify this by checking the uploads list)
  2. Upload record’s status will change from “Not Started” to “Processing”.
  3. Upload ID value will be assigned.
  4. “Saving deliveries…” message will be displayed.
  5. Upload record will become permanently read-only. No further edits will ever be allowed.
  6. “Cancel and Close” link will be renamed to “Close”

If you leave the upload screen open, the screen will notify you when the file processing completes:

  1. Status will change to completed.
  2. Updated invalid line count will be displayed.

Click Close to return to the upload list

Click Refresh to view the current “status” and “valid rows”:

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