Accessing a Group Training Matrix

PERMISSION = "Can See Training Records for Whole Company"

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1. Log in to ZenQMS

2. Click on the Training Module on the lefthand side

3. Click on the drop down labeled "My Training Dashboard" and select "Training: Trainee Records"

4. From the drop-down on the left hand corner labeled "Just Showing Myself", select "Groups"

5. Next to the desired Trainee / Group Name, click the "Training Matrix" hyperlink

* There is a chance that your pop-up blocker may block the download; please make sure that you allow pop-ups/downloads from the ZenQMS application. 

* Please note that this file is a .csv file (comma-separated values) so it is un-formatted data. Before you can use this data in excel, you will need to important the data from the .csv file into an excel file.

6. Open a blank workbook in Excel

7. In the top toolbar, click "Data"

8. Select "From Text/CSV"

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9. Select the .csv file you would like to open

10. For the next pop-up, the key universal items that need to be selected are Delimiter/Delimited and Semicolon, then click Load

* If your version is different, you may need to select Delimited then click Next then select Semicolon from the radio buttons, then click Load/Finish

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