TRAIN TRACK® Web Edition Help Manual

Import Training Requirement Records

TRAIN TRACK® allows you to import training requirement records from a template. When you import training requirement records, the training title or number, and employee name or ID number, or Job Title or Department, must match existing database records in order for the requirements to be recorded correctly.

Import Training Requirement Records

To import training requirement records, follow these steps

Step	Illustration
1. From the navigation bar, select Import > Requirements.
2. The import screen will open. Click the Download link to download the template.
3. 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.
4. Open the file you saved by clicking the download icon on your browser. A list of downloaded files should open. Click on the file name.  Note: if you do not see the option to open the file from your browser, locate the file from Windows Explorer and open it.
5. 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. Please see below for details about the data you may paste into each column.
6. Save the file as a .csv file.
7.  Click Choose File (or Browse, depending on your web browser). Browse to the file you saved above and click Open.
8. Click Import Requirements. The status of your import will be displayed along with any error messages

Training Requirement Template Columns

The template used to import training requirement records includes the following columns:

Training Title: Training title.
Training Number: Training number.
Last Name: Employee last name.
First Name: Employee first name.
ID Number: Employee ID Number.
JobTitle: Required Job Title.
Department: Required Department.

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Note that for each row where you have a training record, you may list an employee OR a job title OR a department. You do not need to list more than one of these. For example, if you are requiring the training for an individual, DO NOT include their job title or department unless you want everyone with that job title or department to complete the training. In that case, the employee name is not needed.