Logging External Training

The External Training App, allows users them to view and manage their external training activity. They can do this via the My Acitivity section of the platform, or this can be input by an Admin.

Adding Training Activity Manually as an Admin

As the Admin, you can manually add external activities and check those reported by users. To do so, from the External Training section in the Admin Menu, press the Manage item. On this page, you will see action buttons at the top of the page as well as a list of all external training activity reported by both you and your users.

To add new external training activity, press the Report New Training Activity button. In the pop-up box, fill in all of the information, including who completed the activity in the Assign to field, the training institute, course name and type, date of the activity, score, and CEU credits. You can also upload a certificate related to the activity, or select a certification associated to the activity form the Certifications & Retraining dropdown menu. If you choose to associate a certification to the external training activity, the Completion Date specified in the external training report will be used for the Issue Date on the certification.

Please note: When you manually add a certificate, you can upload files with the following extensions: DOC, XLS, PPT, GIF, PNG, TXT, DOCX, PPTX, XLSX, PDF, FLV, ODS, ODP, CSV, MP4, JPG.

Press Confirm when finished. The external activity has now been added to the list on the main External Training management page. You can view, edit or delete it at any time using the corresponding buttons in the activity’s row

Uploading Training Activity as an Admin via CSV

If you have a considerable number of external activities to report in the platform, you can import them via CSV. Select the Import via CSV button in the action bar at the top of the External Training management page. The columns in your CSV file should include the following fields: username, course name, course type, training institute, start date (optional for e-learning courses), end date, score, and credits. Credits and training institute are optional fields.

On the next page, press the Upload File button, select the separator, specify if the first row is the header, and insert the file charset (UTF-8). You can also download a sample file to see how to format your own file, if necessary. Press Next to continue. Now, map the information included in the CSV file to the existing fields in the platform. Select the field you would like to associate to a column from the dropdown menu above each column. When finished, press Next to save the import. The activities have now been imported, and you can edit or delete them as needed.