IMPORT COMPLETION RECORDS

The program allows you to import training completion records at any time from another source. If there are new training records or new employee records in your import, they will also be added to the appropriate data tables. Duplicate completions will not be imported. NOTE: In order to be matched up with existing data, the training title must be an exact match for the one already in the database.

You may import training completion records by pasting the following columns into the template:

• TrainingName
• LastName
• FirstName
• DateComplete: mm/dd/yyyy
• DateExpires: mm/dd/yyyy. Leave blank if you want it calculated.
• Paid: Currency
• Score: Number
• Pass: yes/no

Import data from another source

To import data from another source, you will need to first export it from the source application into an Excel® spreadsheet. From there, you may paste your data into the provided templates and automatically import it into TRAIN TRACK®.

If you have data in an Excel® file that you wish to import, follow the steps below. If you have data in another program that you wish to import, you will need to first export it or save it to an Excel® file.

To import training completion records from another source, follow these steps:

1. From any screen, click Import Data from the navigation panel on the left.
2. The Import screen will open.
3. Click Import Training Completion Records.
4. The import dialog will open.
   
   
   
   
5. Click Browse.
6. A browse box will open. Select the location where you want to save your template, and click OK.
   
   
   
   
7. Click Open Template to open the template file in Excel®.
   
   
   
   
8. Paste in your data. You will need to paste your data into the existing columns. Tip: re-arrange the columns in your source file to match the template, then copy and paste the entire block of data at once. Paste your data below the column headings, and do not delete the column headings. If you do not have any data for some of the columns, just leave them blank.
   
9. Close and Save the file.
10. Return to TRAIN TRACK™. Select to link employee records by Name or ID Number. If you select Name, the names must match exactly. We recommend using ID Number when possible.
    
    
    
    
11. Click Import.
    
    
    
    
12. You will see a message indicating the number of records imported. Click Close.