Using the AutoCleaner

• The AutoCleaner comes with built in key bindings for the Macros included in the package

• There is a list of these key bindings with explanations in the Help Window of the AutoCleaner

• This help window can be accessed using the preloaded key binding in Excel: CTRL + Shift + H 

• By clicking the "AutoCleaner Features" button in the Help window, you have access to a list of processes included in the main AutoCleaner program

• It is recommended that you read and understand this list before using the AutoCleaner

This data file contains the following errors:

• The headers are wrong

• The teachers have prefixes in the same cell as their last name

• Grades do not follow the proper format

• 2 emails are in the email field 

To clean this file and get it ready for upload, simply run the AutoCleaner using the key binding (Ctrl + Shift + E)

• Next, take note of the “Data Set Details” box on the right hand side

• This will give you a summary of the file that you are cleaning 

• Make sure to compare population with Salesforce, verify that all needed fields are included, and verify grades

** You also can find and replace Teacher names and grades, or fix headers by double-clicking a value in the list boxes on this screen **

After double-clicking a value in one of the list boxes, this screen will pop up. You want to make sure that you have the value you selected in the "Current Value" box. If this box is blank (happens sometimes) you will need to close this dialogue box and double click the value you want to change again.

If the value populates correctly like in the example to the left, all you have to do is write the corrected value in the "Desired Value" box. Once you have done that, hit "GO!" and your values will be fixed.

• Once you have entered the required information (Job ID, Picture Day Type, and Picture Date) you are now ready to run the rest of the AutoCleaner program!

• Hit “Enter” on your keyboard or click “Go!” in the bottom left corner

• As we can see, the AutoCleaner has taken this data file and made the necessary changes for it be uploaded to the Timestone software

• For a full list of changes see the AutoCleaner List of Functions in the AutoCleaner Help Window

• With the information we provided on the front page of the AutoCleaner, the program has populated the Account, and Picture Day fields, which are necessary components for our marketing department

• The headers have been corrected to the format that is accepted by Timestone.

• The background field has been added & populated 

• The data has been sorted by the Teacher column. This allows for the user to quickly scan the teachers and find any discrepancies.

• A copy of the original document has been placed into a new sheet within the same file to allow comparisons if needed 

• The AutoCleaner does very little to the formatting of the names in the Teacher column

• While the AutoCleaner will remove prefixes from the column, it will not format the names to upload into Timestone correctly

• Because teacher names are sent in a wide variety of formats, it is more efficient to have a human verify they are formatted correctly

• After running the AutoCleaner, make sure that the Teacher names are in a format acceptable to Timestone 

• While the AutoCleaner does the vast majority of cleaning and formatting changes, it is not perfect

• Though many of these issues can/will be fixed over time through updates, make sure to scan the file for a final quality control check