TRAIN TRACK® Web Edition Help Manual
Import Training Completion Records
TRAIN TRACK® allows you to import training completion records from an Excel® template. When you import training completion records, the training title or number, and employee name or ID number, must match existing database records in order for the completions to be recorded correctly.
If you want a specific revision recorded with the completion, you will need to include it in your import.
Import Training Completion Records
To import training completion records, follow these steps
Step | Illustration |
1. From the navigation bar, select Import > Completions. |
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2. The upload screen will open. Click the link ("click here") to download the template. | |
3. Click Save As | |
4. A browse box will open. Browse to where you want to save the file and click Save. Make a note of where you saved the file. | |
5. Click Open to open the template file. Note: if you do not see the option to open the file from your browser, locate the file from Windows Explorer and open it. | |
6. Paste your data into the Excel template. You will need to leave all of the column headings in place (do not alter them or move them), and paste your data below them. If you don't have data for some of the columns, just leave them blank. You may paste in up to 1000 training completion records at a time. Please see below for details about the data you may paste into each column. After pasting in your data, save and close the template. | |
7. Return to the import screen and click Next. | |
8. The next Upload screen will open. Click Browse and browse to where you saved the template file. | |
9. Select the template file and click Open. | |
10. Click Upload. | |
11. Click Import. | |
12. You will see a message that your data has been imported. |
Training Completion Template Columns
The template used to import training completion records includes the following columns:
TrainingName: Training title.
TrainingNum: Training number.
LastName: Employee last name.
FirstName: Employee first name.
EmpID: Employee ID Number.
DateComplete: Date training completed.
Cost: Cost of training.
Score: Exam score.
Pass: Exam passed? ("TRUE" or "FALSE").
Rev: The revision completed.