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Import Training

Summary

 The Import Training feature allows administrators to import multiple training records for users in bulk. You can add up to 1,000 training records at once, streamlining the process of assigning training to users across the organisation.


In this article

  • Before you begin
  • Step 1:  Access the Import Training section
  • Step 2:  Download and fill the template
  •  Step 3: Upload the filled template
  • Step 4:  Handle validation errors
  •  Step 5: Verify the imported training records
  • Frequently Asked Questions (FAQ)

Before you begin

  • You must have admin permissions for the Import tab to access the Import Training feature.
  • Ensure that the email IDs used in the import belong to users already present on the platform.
  • You can import up to 1,000 training records at once.
  • Double-check that the training details are correct before uploading. The system will validate the data and highlight any errors that need to be fixed.

Step 1. Access the Import Training section

  1. Log into your Plumm admin account.
  2. Navigate to the Import tab on the main dashboard.
  3. Click on Import Staff from the drop-down menu.
  4. Select Import Training from the options.

Step 2. Download and fill the template

  1. In the Import Training section, click on Download Template.
  2. Open the downloaded Excel file.
  3. Insert the training information for each user, ensuring that the email IDs correspond to existing users.
  4. Add the relevant training details, such as training name, training date, and any other necessary fields.
  5. Ensure that the date format is correct (e.g., DD/MM/YYYY) and that all required fields are filled in.
  6. Save the filled template once all necessary data has been entered.

Step 3. Upload the filled template

  1. Return to the Import Training section in Plumm.
  2. Click on Upload Template.
  3. Select the updated Excel file from your device.
  4. Click Upload to begin the import process.

Step 4. Handle validation errors

  1. If there are any issues with the data (e.g., incorrect date formats or missing required fields), a validation error message will appear.
  2. Review the error message(s) provided by the system (e.g., "Date format not correct" or "This field is required").
  3. Correct the errors in the Excel file based on the provided error messages.
  4. Re-upload the corrected file.
  5. Once all errors are fixed, proceed with the import.

Step 5. Verify the imported training records

  1. Once the file has been successfully uploaded and errors have been resolved, the training records will be updated in the system.
  2. You can verify the updates by checking the affected users' profiles and confirming that the training records are correctly listed under their accounts.

Frequently Asked Questions (FAQ)

1. Can I import training records for new users?

 No, the training import process works only for users whose email IDs are already present in the system. You must ensure that the users are added to the platform before importing training records for them.

2. What happens if I upload a file with errors?

 If the uploaded file contains errors (e.g., incorrect date formats or missing required fields), the system will display error messages. You must correct these errors in the template and re-upload the file.

3. Can I import more than 1,000 training records at once?

No, the maximum number of training records that can be imported at once is 1,000. If you need to import more records, you should split them into multiple uploads.

4. What if the training information is incorrect?

If the training information is incorrect, you can update the training records directly within the platform after the import is complete. However, it is recommended to ensure accuracy in the template before importing.
 

5. How can I verify that the training records were successfully imported?

After importing, you can check the affected users' profiles to confirm that the training records are correctly displayed. You should also be able to view the training details associated with each user.