File Upload Information

  • XML Schema information for uploading data to EvaluationWeb®, including user tips and tricks and sample files.

  • Creating Files to Upload Into EvaluationWeb® - A Primer for Programmers

    Provides direction for programmers attempting to formulate XML files to upload data to EvaluationWeb®.

  • Uploading Files to EvaluationWeb® User Guide

    File upload background information, file types and schema names, data types, accessing and description of the file upload window, upload instructions, addressing warnings/correcting errors, creating an Upload History report, and viewing your uploaded data using Reflexx.

  • Excel Notes

    Information on uploading files using Microsoft Excel format.

File Upload Job Aids

  • Common Types of Errors and Warnings for File Uploads Job Aid

    This job aid serves as an introduction to common types of file upload errors and warnings.

  • Avoiding ID Truncation in EvaluationWeb® Excel Upload Files Job Aid

    This job aid explains the issue of Microsoft Excel truncating long IDs in Excel upload files and demonstrates workaround for avoiding the issue.

  • Selecting a Schema for EvaluationWeb® File Uploads Job Aid

    This job aid assists users in determining which schema or template to follow when creating and uploading their data.

  • How to Read EvaluationWeb® File Process Reports Job Aid

    This job aid describes each section of the File Progress Report (FPR) and guides users in interpreting the data contained in the report.

  • Avoiding Data Loss When Uploading Status U Records Job Aid

    This job aid provides specific information on the ā€˜Uā€™ upload status. Additionally, upload warning numbers and their related text are provided.

  • EvaluationWeb® File Upload Tips and Tricks I - February 2015
    84 min

    Live training providing tips and tricks on uploading data files to EvaluationWeb®. This training focuses on how to use the File Process Report to troubleshoot issues with uploaded files.

  • EvaluationWeb® File Upload Tips and Tricks II - August 2015
    74 min

    Live training providing tips and tricks on uploading data files to EvaluationWeb®. This training focuses on upload updates from Summer 2015, including new file types: HIV Testing version 3.2 (Excel/CSV) and Partner Services version 2.1 (XML and Excel/CSV).

  • EvaluationWeb® File Upload Tips and Tricks III - February 2017
    27 min

    Live training providing tips and tricks on uploading data files to EvaluationWeb®. This training focuses on upload updates from spring 2017, including an improved file upload interface as well as additional validation rules for partner services and health department aggregate-level data.

  • EvaluationWeb® File Upload Tips and Tricks IV - August 2018
    21 min

    Live training providing tips and tricks on uploading data files to EvaluationWeb®. This training focuses on upload updates from fall 2018, including the HIV testing version 4.0 and partner services version 3.0 XML files that were designed for the PS18-1802 program announcement.

  • EvaluationWeb® PS Version 2 File Uploads - Working with Site IDs and Related Site Data Job Aid

    This job aid provides tips and tricks for working with Partner Services Site IDs for users maintaining Version 2 file uploads.

  • EvaluationWeb® PS Version 2.1 Excel Records - Using Case Numbers Correctly Job Aid

    This job aid explains how case numbers connect Partner Services clients in a case and how the numbers should appear in Version 2.1 Excel files to avoid errors when uploading data.

  • EvaluationWeb® PS Version 2.0 XML Records - Using Case Numbers Correctly Job Aid

    This job aid explains how case numbers connect Partner Services clients in a case and how the numbers should appear in Version 2.0 XML files to avoid errors when uploading data.

  • EvaluationWeb® PS Version 2.1 XML Records - Using Case Numbers Correctly Job Aid

    This job aid explains how case numbers connect Partner Services clients in a case and how the numbers should appear in Version 2.1 XML files to avoid errors when uploading data.

Latest Schemas

For your reference, each schema has a sample file in all accepted file formats for that data type.

Past Schemas

Change History

Date Files Change
July 2018
  • HIV Testing v4.0 XML
    • Added v4.0 XML support for PS18-1802 data collection
  • Partner Services v3.0 XML
    • Added v3.0 XML support for PS18-1802 data collection
  • Health Department Aggregate
    • Removed
  • Health Department Client Level
    • Removed
  • Directly Funded CBO Aggregate
    • Removed
  • Directly Funded CBO Client Level
    • Removed
Jun 2015
  • Partner Services v2.1 XML
    • Switched to standard header.
    • Switched to using definitions.xsd
    • Removed several variables (PCR209, X303a, X503)
    • Removed status fields
    • Added attemptsToLocate to partners
    • Renamed partnerInformation and indexPatientInformation to asAPartner and asAnIndex to clarify intent
  • Partner Services v2.1 Excel
    • Excel/CSV equivalent of PartnerServices v2.1
  • HIV Testing v3.2 Excel
    • Added missing variable (Client Zip Code)
08/18/2014
  • Changed to allow a Deletions only file
05/07/2014 PSData_v2.xsd
  • Corrected codes and comments for HIVTestResult in the Referrals section (X713).
05/02/2014 definitions.xsd
  • Added new EBI codes.
04/29/2014 All XSDs
  • Added text discussing local ids.
04/23/2014
  • Minor change to AgencyInfo Samples around EBI declarations in programs
04/10/2014 definitions.xsd
  • Minor tweaks to bring id lengths and value codes into closer alignment with DVS
03/13/2013 PSDData_v2.xml
  • Added "R" as a valid value for the records status fields
11/26/2013
  • Added CT 3.1 schema for housingStatusRevised, and CT 3.1, HD Aggregate, and CBO Aggregate Excel templates (uploadable late February)
10/24/2013 PSData_v2.xsd
  • Updated notes on coding for actualNotificationMethod and partnerNotifiability
08/27/2013 PSData_v2.xsd
  • Corrected variable type on referredToMedicalCare
07/22/2013 PSData_v2.xsd
  • Fixed several issues that caused errors to be reported incorrectly.
07/22/2013 AgencyInfo.xsd
  • Added CT and PS as valid EBI types
06/21/2013
  • Remove Agency section into it's own file.
06/21/2013 HDCLData_v1.xsd
  • Add populatedAreaValueCode
  • Removed pregnantStatusValueCode, prenatalCareStatusValueCode
  • Allow multiple agencies
  • Correct spelling of birthYear
  • Move AgencyInfo to it's own file
  • Make all xsds less restrictive
06/21/2013 PSData_v2.xsd
  • Update value codes to match current DVS
04/17/2013 CTData_v3.xsd
  • Enable link to V3 CT schema
  • Modify housingStatus to allow multiple answers
04/17/2013 HDCLData_v1.xsd
  • Added condomsDistributed
  • referredToPrEP and initiatedPrep were switched to type="typeRaceOnlyAggregate"
04/17/2013 CBOAGData_v1.xsd
  • Added numberCondomsDistributed
04/17/2013 CBOCLData_v1.xsd
  • Moved referrals, prevention for positive referrals, and date of condom distribution to be per intervention enrollment
04/17/2013 Samples
  • HDAGSample.xml was updated to show the correct DataType.
  • HDAGSample.xml, CBOAGSample.xml, CBOCLSample.xml, and HivFormInfo_v3.xml were updated to reflect the xsd chanages.
02/01/2013 CTData_v3.xsd
  • Disabled link to V3 CT schema
12/28/2012 All
  • Initial Publication