Import tasks from a CSV file into Training Tracker
Go to the Utilities tab and click on Imports on the left side
Download the Tasks Import Template and reference the Sample Template as needed.
Enter your data into the Template. Please note you will need a separate Task Template for each Division if you are on the Enterprise feature package and using the Multiple Divisions feature.
A few things to note:
- The items in red are Required.
- Typically you want a task to Repeat if it expires, but not always. Choose Repeat if you want your employees (trainees) to be reassigned a task once it is completed.
- Does this training certification Expire? When does it Expire?
- Task Template: https://docs.google.com/spreadsheets/d/1_EbwRoAXa0rr0YKTbl5uEBlmj7J6omCdEYPj1Htz0lk/edit?usp=sharing
- Task Sample Template: https://s3.amazonaws.com/tt-web-7/docs/Example%20Template%20-%20Tasks.pdf
Here's a view of the sample template.
Once the template is complete, download it as a CSV file.
File > Download or Export > select CSV file format
Go back to the Import page
Select your file type: Tasks
Select the desired Division. Most often you will use All Divisions or your main company Division. You will use All Division when a task occurs at more than one Division.
Select your file to be imported. Reminder the file format required is CSV.
Dry Run Processing
The dry run will process in the background. The amount of time to complete the dry run depends on the amount of data being processed. You can navigate to another area of the software & come back, or wait a few minutes & refresh the page.
Click the edit icon to view the dry run status. This view will allow you to see what will be imported and proceed. If you have several errors, you may decide to upload a new file.
Items will either be created or updated.
Error items will not be imported.
Click Run Import. Just like the dry run, the data import will run in the background. The amount of time to complete the import depends on the amount of data being processed. You can navigate to another area of the software & come back, or wait a few minutes.
Importing Data
Once the import is done the status will update to Completed.
Now you can explore and find your newly added data
Or you can click "View Errors" on the import log. Any errors will be listed (see right). Please note that everything successfully imported will be removed from the import log and appear in the Audit Log.
