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Note: when there is no expiry populated, there will be no reminder task generated.
Customising Training Records
You are able to add additional form fields into the training record form to capture more details if required. e.g. training provider. Standard form fields should be retained and hidden if they are not required. Additional form fields will not reflect in the matrix display.
Importing Training Record Data
An import option is available in upvise to import training record data in BULK.
The import process does not generate Task reminders or allow for BULK image imports.
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| title | 1. Navigate to the Training Record Template |
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Navigate to the Training Record Template (Forms > Templates > Training Record) |
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| title | 2. Extract the import template |
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Click on the ellipsis Select “Import Forms”
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| title | 3. Prepare the Data Import File |
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You will have a blank Excel file with the below headings. Column Header | Details | Example |
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id | The forms ID. This can be the Same as the Name. | | Name | The Form Name you Want Displayed |  Image Added
| Date | Today’s Date |  Image Added
| Status | 1 = Submitted If you Import the forms in any other status they will need to be manually submitted. | | Owner | The owner of the submitted training record. see Users | | LinkedID | Workbench Person Id You can see this by exporting your contact list to excel in upvise or checking the ID in workbench | Contact>Export  Image Added
Workbench > Person  Image Added | LinkedRecord | Contact | | Employee | Employee’s Full name as it is in workbench | | Qualification Name | Qualification Name Note: this must be reflected in your qualification list defined in your template first. | | or Enter | | | Type | Type Note: this must be reflected in your qualification list defined in your template first. | | Assessment Date | Date the assessment occurred | | Expiry Date (If Applicable) | Date the record expires | | Attendees Signature | N/A cannot import images | | Verified by | Employee’s Full name as it is in workbench- this may be different to the employee the record is for | | Verification Signature | N/A cannot import images | | Notes | any notes if required | |
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| title | 4. Save Import file & Complete the import |
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Click on the ellipsis Select “Import Forms”
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Additional Support
Contact Workbench Support support@wbi.freshdesk.com or your Workbench Consultant to further discuss implementation or training of this function.
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