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How do I upload a roster?

Updated over a month ago

To access their certification exams, your students must first be uploaded to the SAFe Studio site through a course roster. Follow these steps to upload a roster:

  1. Follow the course creation FAQ to create a course

  2. Add a trainer to the course either from the "My Courses" page or by clicking into the course itself

  3. After the trainer has been added click the “+ Upload Roster” button in the top right (you can also do this from the "My Courses" page). Note: If this is for a remote course, Scaled Agile recommends that you pre-register your students by uploading your roster one week in advance (there are instructions on how to do this below). When uploading a roster early, mark all attendees as 'not attended' by putting a minus "-" in the attended column. This will provide access to course materials but will not provide access to the exam. You can then mark students as 'attended' after the end of your class.

  4. If you need an example roster you can find it at the very bottom of the "Attendees" section after clicking into the course.

  5. You can also add attendees one at a time via the “+ Attendee” button

  6. Make sure to confirm the correct number of attendees are uploaded

  7. Make sure the upload was successful by verifying your attendees in the “Attendees” section

  8. If so, the attendees should all receive welcome emails and learning plans when marked as attended.

Below are the essential things to remember when creating a roster and uploading it to Scaled Agile's system.

1. Keep the titles in row 1
When creating a roster, be sure to leave in the title row (username, first name, last name, email, attendance, account). This ensures that all the attendees will get uploaded and gain access to the learning plan and exam.

2. Delete the examples in your final roster
When you download the Sample Roster CSV file from the SAFe Community Platform, the document will contain example entries in the first five rows. Be sure to delete this information, but leave the titles in row one when creating your own roster.

3. Include the company of each attendee in the "Attendee Company" column
Even though the example entries show "Scaled Agile" and "Test Account," this column should reflect the company or organization of each attendee. If the attendee has not provided that information, or it cannot be acquired, please put "Self-Employed" in this section.

4. Make sure the "Attendance" column or field for the attendees is correct
For Rosters being uploaded before the course, the "Attendance" column needs to contain a "-" to indicate that they have not yet finished the course. If you are uploading the roster after the course, it needs to contain a "+" to indicate that they have completed the course.

If you are adding attendees individually, before the course you cannot check the "Attended" checkbox and if you are adding them after the course you must check the "Attended" Checkbox.

5. Save the file as a CSV or UTF-8 file
For the upload to be successful, it needs to be saved as a CSV file type. You can do this by selecting the "Save As" option and choosing CSV from the file type drop-down menu. If you have special characters in any of the names (meaning, anything outside the standard English alphabet), you will need to save the file in a UTF-8 file type to ensure those special characters are uploaded correctly.

6. Remote Delivery Courses
If this is a remotely delivered course, Scaled Agile recommends that you pre-roster the course one week prior to the course date. This will provide your students with access to the learning materials for review before the class starts. Please be sure to mark all students as 'Not Attended' by putting a minus "-" in the attended column. After the end of the class, you can mark your students as 'Attended' in the Course Admin section of your account, which will provide access to the exam.

How do I pre-roster a course?

Pre-rostering a course refers to uploading a student roster before the starting date of that course. This is especially important when instructing remote courses because it will provide students with digital learning materials prior to the start of the class. Scaled Agile recommends that you pre-roster a course one week prior to the start of the course so that students can start access the resources on the SAFe Studio

Please keep in mind that students marked as "Not Attended" will have a 60-day SAFe Membership which grants access to the Community Platform and student learning plans. Once the student is marked as "Attended" after completing the course, the student will have a one-year SAFe Membership from the date of being marked "Attended". If they are taking their second course or more, their membership will not be extended as a result of the course unless it is an Implementing SAFe Course.

To pre-roster a course, please follow the steps below :

  1. Create the student roster for your class (with the above process).

  2. Be sure to mark all attendees for the class as ‘unattended’ by putting a minus (-) in the attended column. Scaled Agile recommends that you pre-roster any remotely delivered course one week prior to the start of the class. After the class has been taught, students should be marked as attended by checking the Attended box in the roster, under the My Courses under Teach > Course Administration

  3. Students will have 30 days to attempt the exam starting on the day that you mark them as attended.

  4. Any students that did not attend the course can be deleted from the roster by clicking on the trash can icon. NOTE: only students that are marked as not attended can be removed from the roster. Removing a student from the roster will credit the license back to your account.

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