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TRAIN TRACK® Web Edition Help Manual

Import Training Records

TRAIN TRACK® allows you to import training records from a template. When you import training records, only new training records will be imported. Existing training records will be updated with new information from the template. New training types will also be imported.

Import Training Records

To import training records, follow these steps

Step Illustration
1. From the navigation bar, select Import > Training. Import Training
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. Save As
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. Import Training Template
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 Training. The status of your import will be displayed along with any error messages.




Training Template Columns

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

Column Description Data Type Restriction Required Default Value
Training Title Training Title Alphanumeric   Yes  
Training Number Training number Alphanumeric Must be unique   A number will be assigned if left blank
Revision Current revision Alphanumeric     0
Release Date Date this revision was released Date Not imported for controlled documents   Current date for non-controlled documents
Retrain If this is a new revision, do employees need to be re-trained for the new revision? TRUE/FALSE "Yes" or "No", TRUE or FALSE   Yes/TRUE
Type Training type Alphanumeric      
Description Description of the training Alphanumeric      
Owner Last The owner or author. Enter last and first name, and/or Employee ID number Alphanumeric      
Owner First The owner or author. Enter last and first name, and/or Employee ID number Alphanumeric      
Owner ID The owner or author. Enter last and first name, and/or Employee ID number Alphanumeric      
Hours Hours required to complete the training Number      
Linked Document Link to a file or document. Employees will be able to view this file prior to taking the exam Alphanumeric Hyperlink or link to a network file    
Status Status of training Alphanumeric "Active", "Pending" or "Inactive". Controlled documents import as Pending"   Active (or Pending for controlled)
Grace Period Number of days before the training is due Number     User-defined default (see "Settings")
Expiration Period Does the training expire in "Days" or "Months"? Alphanumeric      
Expireation Length Number of days or months until the training expires. Leave this field blank if you do not want the training to expire. Number      
Training Document? Is this a Training Document? TRUE/FALSE "Yes" or "No", TRUE or FALSE   Yes/TRUE
Control Document? Is this a Controlled Document? If it is a controlled document, revisions will require electronic signatures TRUE/FALSE "Yes" or "No", TRUE or FALSE   No/FALSE
External ECO Number Change Order Number used in an external source Number      
Revision Reason Reason for the revision Alphanumeric      
Revision Description Description of the revision Alphanumeric      
Review Months The number of months until the document needs to be reviewed Number     User-defined default (see "Settings")