Import Training History

Import Data | General Guidelines | Export Data

You can import employees’ training history into Training Track and schedule follow-up training.

Import Data

1. Select Training Track from the Applications menu in the platform navigation bar
2. Select Import Data from the Setup menu in the Training Track navigation bar
3. Click the Download Import Spreadsheet link and save the file to your computer
4. Follow the instructions in first tab of the downloaded import sheet to enter the desired data
5. Click Select File, then browse to and select your updated import spreadsheet
6. Click Import to begin uploading data

Indications in the Schedule Follow-up Training column of the import spreadsheet will only have an effect on courses that have been set up to recur automatically. Titles entered in the Training Courses column that are not already present in Training Track will be added to the offline courses list.

General Guidelines

• Imports are site-specific! Be sure to select the appropriate site before beginning an import.
• Required fields are indicated by shading the header row yellow in all import spreadsheets. Some additional fields will be required depending on the optional fields that are entered. For instance, entering data in an optional Line 1 Address field will cause the City, State, and Zip Code for that address to be required also.
• Notes are included in the header of columns that require data in a specific format and are indicated by a red triangle in the top-right corner of the cell.
• Altering the structure of the import spreadsheet, such as by adding or removing sheets or columns, may cause the import to fail.

Export Data

Individual employee training history can be exported from Training Track in the same format that it is imported. This can be useful when an employee moves from one site to another in an account.

1. Select Training Track from the Applications menu in the platform navigation bar
2. Select Default Reports from the Reports menu in the Training Track navigation bar
3. Select Training Records by Employee from the dropdown menu
4. Select the Site that the employee is based at
5. Select the Employee to export
6. Click Download

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