Overview

This guide explains how to quickly upload and assign students to an Excursion in RollCall using the Excursion Import feature.

Excursions Training Guide

Step 1 – Open the Transport Screen

Navigate to:

• Transport Screen

Step 2 – Open Route Options

On the right-hand side of the screen:

• Locate Route Options
• This is positioned underneath the Emergency button

Step 3 – Select Import Excursions

Click:

• Import → Excursions

Step 4 – Download the Sample Template

Click:

• Download Sample Template

This will provide the required CSV format for importing students.

Step 5 – Enter Student Numbers

Open the downloaded template and:

• Enter the Student Numbers of all children attending the excursion

Student Numbers are typically sourced from your LMS or Student Management System.

Step 6 – Save the File

Save the completed file as:

• CSV (.csv) format

Step 7 – Upload the CSV

Return to RollCall and:

• Upload the completed CSV file via:
  • Drag & Drop
  • OR file selection

Step 8 – Select All Students

After upload:

• Click Select All
  • If over 25 children, a shaded yellow box will appear, click the blue underlined “Select All” text inside the yellow box

This ensures all uploaded students are selected for allocation.

Step 9 – Upload

Click Import

RollCall will now allocate the students to the excursion.

Step 10 – Verify the Excursion

Return to the:

• Transport Screen

Confirm:

• All students appear correctly on the excursion
• Correct route/date is displayed

Important Note ⚠️

All students imported via Excursion Upload will automatically be allocated:

• NO STOP ALLOCATED

This is expected behaviour for Excursion imports.

Best Practice Recommendations

✅ Double-check Student Numbers before upload
✅ Ensure CSV format matches the sample template
✅ Review the Transport Screen after upload
✅ Use clear Route names for easier identification

Common Issues