Administrators can create, edit, and delete training records via a bulk import process or by manually amending individual records. When a User’s training record is updated for a Lesson, the status of any Courses to which that Lesson is assigned will be updated accordingly.
We'll cover:
View the video below to see an overview of the process for importing history. In this example, we import Event history. Jump to the end of the article to download import templates for Events and eLearning.
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Import training records - key considerations and a detailed walkthrough
View Import training history for a detailed walkthrough of the process. We start by discussing the essential steps and considerations for getting your training history ready for import and then show the end-to-end steps for importing Event and eLearning history.
View Import training history in The Academy.
Save time with out top 'Event hacks'
Save time with key actions for setting up, managing, and reporting events, including how to use the Event history import function to mark attendance, and create a future schedule of events from a spreadsheet.
View Event hacks in The Academy.
Bulk book Users onto Events
In this short course, Dot Kelly from the Customer Success team, will explain how the Event history import function can be used to bulk book attendees onto an Event and trigger a booking confirmation email to the attendees.
View Bulk book Users into Events in The Academy.