Please follow the below instructions to complete the Training Event Migration template.
Training Event(s) Tab
OJT Events
Here's what you are building in the account:
Personal Events
Here's what you are building in the account.
Group Events
Here's what you are building in the account:
Here's how it is laid out on the template:
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 Attachments Tab
On this tab, you will upload file attachments to your events (optional). Please create one line item for each file.
OJT Events
Here's what you are building in the account:
Group Events
Personal Events
Here's how it is laid out on the template:
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 Records Tab
On this tab, you will list historical training records (optional). Please create one line item for each record.
Here's how its build on the template:
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.
OJT Events
Here's what you are building in the account:
Group Events
Here's how its build on the template:
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.
OJT-Course Template Tab
In this tab, you can add your OJT Events to training courses that are already in the account.
Here's what you are building in the account:
Here's how its build on the template:
Course Name: Add the training course name here.
Event Topic: Add the topic (the event name) here.