Off-site Events can be added at any time by LMS Administrators or User Managers. End-users can add their own external history if the Allow users to add history check box is selected on the Users page > three dot Options menu > Settings > History. If you have multiple records to add to various user records, see the Importing Bulk Learner History topic.

If you would like to add history on the user’s behalf:

1.Navigate to the Users page.

2.Locate the appropriate user, and then click the User ID of the user (or click in the row and then click Edit record .

3.Click the History tab.

4.Hover over the Internal History  icon to display the External History icon.

5.In the History Detail page, enter the appropriate details:

a.Type the Name of the Course attended.

b.Use the Open calendar popup and Open the time view popup icons to enter the start/stop Date(s) and Time(s) for the course.

c.When the Compliance Module is turned on AND users are allowed to add CLE history, if the Course being added meets compliance requirements for one or more Compliance Bodies, click the SHOW CPD BODY button to select the appropriate Body(ies).

If the Course applies to more than one Compliance Body to which you are assigned, click the Add Body icon immediately below the Body selection arrow to add the course to an additional Body.

d.Click the Accreditation Type arrow to select the appropriate option. Accreditation Types are limited to those that have been associated with the select Compliance Body.

e.In the Credit Amount field, enter the amount of credit time awarded to you (in hours) by the course.

f.Mark the correct History Status: Passed, Failed, Finished.

g.Define the Vendor and Delivery

h.Add any additional Notes, if applicable.

i.Add Supporting Documents as needed.

6.Click .

If you need to import External learning history for your users, perhaps from another system, or for courses they have attended outside the firm, you can use the Import User History option.

This does not allow you to import history for Courses that exist in the LMS. (Internal History)

The history can be imported using the templates provided by Intellek, below, alternatively you can use the API.

Using the API

If you’d like to use the API, please review the API documentation here or available at:  https://YourLMSURL/docs/api.html. You can use the API to import In Progress records for courses that exist in the LMS. We don't currently have an API endpoint for importing completed/finished Learning Records for courses that exist in the LMS library.

Using the Import Sheet

There are two versions, depending on whether you are looking to import standard history records or CLE/CPD history.

The templates can be downloaded by clicking the appropriate link below:

Import User History

Import Compliance (CLE/CPD) User History

Once you have completed your sheet, you can import the history from the LMS.

1.Navigate to the Users page.

2.Click the three dot Options menu, and then select Import User History.

3.Under Import Type, click the drop-down arrow to select the appropriate option.

4.Click and browse to the completed template.

5.Click Open.

6.Click .