Note: Users will need the permission "Can See Training Records for Whole Company".


Log in to ZenQMS and click on the Training Module icon. Click on the drop down labeled My Training Dashboard and select Training: Trainee Records.


Using the drop-down on the left hand corner labeled Just Showing Myself, select Groups:


Next to the desired Trainee / Role Name, click the Training Matrix hyperlink. This action will download the matrix. 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 unformatted data.


Before you can use this data in excel, you will need to important the data from the .csv file into an excel file:



Importing Data From .csv to Excel

Open a blank workbook in Excel


In the top toolbar, click Data


Select From Text/CSV:


Select the .csv file you would like to open then click import


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


Note: 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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