Three versions of the Import User History template are available, depending on whether you need to import internal LMS course history, external training history or compliance CLE/CPD training history.

The templates can be downloaded by clicking the appropriate link below. Use the Tip below as a guide for working with the templates:

Import User History - Internal LMS Course History

Import User History - External History

Import Compliance (CLE/CPD) User History - (See Compliance) for details on working with Compliance records.

Administrators can utilize the Bulk Import History process to import User history for Courses available in the LMS.

1.Download and complete the details of the Import User History - Internal LMS Course History template as follows:

Import User History - Internal LMS Course History

a.Enter User ID in the ClientUserIdentifier column for each imported User history.

b.Enter the Course Identifier, Course Name and Course Type Code (see below) for each imported course history.  

c.Enter the Score, if applicable, and History Status for each imported course history. Enter a valid History Status, capitalizing each word with no spaces. For example, 'In Progress' is entered as 'InProgress'.

▪The following history statuses can be imported: Finished, In Progress, Failed or Passed. Failed or Passed statuses require a History Score.

2.Navigate to Users > 3 dot menu > Import User History.

3.Select the Import Type LMS Online.

4.Click Select to browse for the downloaded Import UserHistory - Internal LMS Course History template.  

5.Click Upload to complete the history import.

Administrators can utilize the Bulk Import History process to import external learning history for Users, such as from another platform or training completed outside of the LMS.

1.Download and complete the details of the Import User History - External History.

a.Enter User ID in the Client_User_Identifier column for each imported User history.

b.Enter the Login in the User_Identifier column for each imported User history.

c.Enter the remaining details on the template including FirstName, LastName, StartDate, StartTime, EndDate, EndTime, CourseName and CourseVendorName for each imported User history record.  

Note: The date and time format must be one that begins with an asterisk (*) that responds to changes in regional date and time settings that are specified for the operating system.

2.Navigate to Users > 3 dot menu > Import User History.

3.Select the Import Type External.

Import User History - External History Import Type

4.Click Select to browse for the downloaded Import User History - External History template.  

5.Click Upload to complete the history import.

Tip Understand where and how the columns in the templates relate to the LMS user accounts: Import User History - External History Template 1.Enter the User ID in the Client_User_Identifier column. 2.Enter Login credentials in the User_Identifier column where required.

Users can add external learning History if the setting is enabled (Users > Settings). However, as a Manager or an LMS Administrator, you have the ability to add history for Users.  

There are a few options available, depending on the amount of data you’re looking to add/import. This topic covers how to add individual instances of history and how to use the bulk Import User History process to add external learning history.

Adding External History on Behalf of a User

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 .