Training Event Migration

Please follow the below instructions to complete the Training Event Migration template.

OJT Events

Training Event(s) Tab: On this tab, you will create the event. Please create one line item for each event.

• Training Event Topic: This is the training event's name/topic. This is a required field.

• Description: This is the description of the training event. This is a required field.

• Event Type: This is the type of event. For OJT events, please select "OJT". This is a required field.

• Organizer1/Trainer or Personal Event Trainee: This is the email address of the organizer/trainer of the event. Please fill out the user's email address. This is a required field.

• Retraining Interval: This is the internal in which assigned users would need to retrain on this event. This is a required field.

• Grace Period: This is how many calendar days the assigned user will have to complete the training from date of assignment. This is a required field.

File Attachment(s) Tab: On this tab, you will upload file attachments to your events (optional). Please create one line item for each file.

• Event Topic: This is the training event's name/topic. This must match an event topic on the Training Event(s) tab. This is a required field.

• File Attachment(s): This is the file name of the attachment. This column must match the file name exactly, including file type. This is a required field.

Training Record(s) Tab: On this tab, you will list historical training records (optional). Please create one line item for each record.

• Event Topic: This is the training event's name/topic. This must match an event topic on the Training Event(s) tab. This is a required field.

• Date Completed: This is the date the training was completed. Please format in DD-MMM-YYYY. This is a required field.

• Trainee (email ID): This is the email address of the trainee. This is a required field.

UserRole Assignments Tab: On this tab, you will assign users/roles to the training event (optional). Please create one line item for each role OR user assigned.

• Event Topic: This is the training event's name/topic. This must match an event topic on the Training Event(s) tab. This is a required field.

• Role Name: This is the role that you would like to assign to the event. This is optional if you are assigning a user directly to the event.
• User (email ID): This is the email address of the user you would like to assign to the event. This is optional if you are assigning a role directly to the event.

Group Events

Training Event(s) Tab: On this tab, you will create the event. Please create one line item for each event.

• Training Event Topic: This is the training event's name/topic. This is a required field.

• Description: This is the description of the training event. This is a required field.

• Event Type: This is the type of event. For Group events, please select "GROUP". This is a required field.

• Organizer1/Trainer or Personal Event Trainee: This is the email address of one of the organizer/trainer of the event. There can be up to three Organizer/Trainers. Please fill out the user's email address. This is a required field.

• Organizer2: This is the email address of one of the organizer/trainer of the event. There can be up to three Organizer/Trainers. Please fill out the user's email address. This is an optional field.

• Organizer2: This is the email address of one of the organizer/trainer of the event. There can be up to three Organizer/Trainers. Please fill out the user's email address. This is an optional field.

• Event Date: This is the date of the group training event. This is a required field.

• Time & Time Zone: This is the time and time zone that the event occurred. This is a required field.

• Event Category: This is the category of the event. This is an optional field.

• Continuing Education Credits: This is the education credits the trainees receive for completing this event. This is an optional field.

• Venue: This is the venue/location of the event. This is a required field.

• Instructor(s): This is the instructor of the event. This is a required field.

File Attachment(s) Tab: On this tab, you will upload file attachments to your events (optional). Please create one line item for each file.

• Event Topic: This is the training event's name/topic. This must match an event topic on the Training Event(s) tab. This is a required field.

• Event Date: If you have Training Events with the same Event Topic, please list the Event Date to differentiate between the events. This is an optional field.

• File Attachment(s): This is the file name of the attachment. This column must match the file name exactly, including file type. This is a required field.

Training Record(s) Tab: On this tab, you will list historical training records (optional). Please create one line item for each record.

• Event Topic: This is the training event's name/topic. This must match an event topic on the Training Event(s) tab. This is a required field.

• Date Completed: This is the date the training was completed. Please format in DD-MMM-YYYY. This is a required field.

• Trainee (email ID): This is the email address of the trainee. This is a required field.

UserRole Assignments Tab: On this tab, you will assign users/roles to the training event (optional). Please create one line item for each role OR user assigned.

• Event Topic: This is the training event's name/topic. This must match an event topic on the Training Event(s) tab. This is a required field.

• Event Date: If you have Training Events with the same Event Topic, please list the Event Date to differentiate between the events. This is an optional field.

• Role Name: This is the role that you would like to assign to the event. This is optional if you are assigning a user directly to the event.

• User (email ID): This is the email address of the user you would like to assign to the event. This is optional if you are assigning a role directly to the event.

Personal Events

Training Event(s) Tab: On this tab, you will create the event. Please create one line item for each event.

• Training Event Topic: This is the training event's name/topic. This is a required field.

• Description: This is the description of the training event. This is a required field.

• Event Type: This is the type of event. For Group events, please select "GROUP". This is a required field.

• Organizer1/Trainer or Personal Event Trainee: This is the email address of the trainee of the event. There can only be one trainee per event. Please fill out the user's email address. This is a required field.

• Event Date: This is the date of the group training event. This is a required field.

• Time & Time Zone: This is the time and time zone that the event occurred. This is a required field.

• Event Category: This is the category of the event. This is an optional field.

• Continuing Education Credits: This is the education credits the trainees receive for completing this event. This is an optional field.

• Venue: This is the venue/location of the event. This is a required field.

• Instructor(s): This is the instructor of the event. This is a required field.

File Attachment(s) Tab: On this tab, you will upload file attachments to your events (optional). Please create one line item for each file.

• Event Topic: This is the training event's name/topic. This must match an event topic on the Training Event(s) tab. This is a required field.

• Event Date: If you have Training Events with the same Event Topic, please list the Event Date to differentiate between the events. This is an optional field.

• Trainee (Email): If you have Training Events with the same Event Topic, please list the Trainee's email to differentiate between the events. This is an optional field.

• File Attachment(s): This is the file name of the attachment. This column must match the file name exactly, including file type. This is a required field.

Training Record(s) Tab: On this tab, you will list historical training records (optional). Please create one line item for each record.

• Event Topic: This is the training event's name/topic. This must match an event topic on the Training Event(s) tab. This is a required field.

• Date Completed: This is the date the training was completed. Please format in DD-MMM-YYYY. This is a required field.

• Trainee (email ID): This is the email address of the trainee. This is a required field.