Administrators can import historical training, including details of user's CPD contributions. Importing historical training retains records of previous training in your organisation, prior to using Access LMS Evo. This can be useful as having accurate historical training records can be important to meet regulatory or compliance obligations.
To learn how to import historical training records, watch the video or follow the steps below.
Access the historical training import wizard
Click Workforce, then click Organisation and Units.
Click the Users tab, then click the three dot menu.
Select Import Historical Training.
Complete the import template
Click Download CSV Template.
Complete the template.
The table below provides further detail on completing the import template.
Column | Mandatory or optional | Notes |
Username | Mandatory | Must match username in Access LMS Evo site. |
Optional | N/A | |
Course Name | Mandatory | N/A |
Date Completed | Mandatory | Must be in DD/MM/YYYY format. |
Time Spent | Optional | Must be in a decimal format. For example 0.5 = 30 minutes. |
Score | Optional | Range from 0 - 100 |
Upload the import template
Return to the import wizard then click Next.
Upload the saved template.
Click Next, then click Import.
Recommended limit for historical training imports
The maximum amount of rows in your file should be no more than 2000. If you are trying to upload a larger amount of data, we recommend splitting the original file into smaller ones and uploading them one by one.