With Import of historical learning completion data you can either add completion to the modules that already exist on the platform or allow creating new modules with the import.
To initiate the import navigate to Admin > Learning and go to the Modules tab.
Update: Courses which are in Programs can be marked as Complete and this will automatically mark the Program as Complete
Click on the "burger-menu" button to the far right and click on "Import historical data".
Note: If that option is not activated on your platform, reach out to us via chat or support@eloomi.com and we will turn it on for you.
Clicking on the "burger-menu" will take you to the import screen. From here, you can upload a spreadsheet containing the data you'd like to have imported. We recommend that you download and work with the provided example file by clicking the link.
Importing Historical Learning Data for Online Modules
Adjust the row data in the example file to match your requirements. Make sure to include at least the following:
An identifier for the users for whom you'd want to have the data imported (that could be either email, employee ID or username).
The title of the completed module. Note: if you are connecting it to the existing module on the platform the module title needs to match exactly to the one on the platform. For existing modules it is recommended to use "course_id" instead. You can verify the existing module ID by hovering over the module in Admin/Learning. The module ID will appear in the bottom down corner (see the picture at the bottom of the page).
Setting the "course_progress" column to whatever completion percentage matches your use case. Note: Setting "course_progress" to "100" is equivalent to marking the module as complete.
Adding the "course_completed_at" to indicate the date when the module was completed
Tip! Importing historical learning data is a convenient way to manually marking modules as complete.
Importing Historical Learning Data for Onsite Modules and Webinars
To import historical learning data for onsite modules and webinars which do not exist on the platform, you need to add the following information to your import file:
Identifier of the employee
Course_name
Course_progress set to 100
Course_timespent in seconds
Course_started_at
Course_completed_at
Schedule_date
Schedule_date_start_time - this refers to the hour that the training started at, should be added to the excel in the text format, e.g.: 09.00.00
Schedule_date_end_time - this refers to the hour that the training ended at, should be added to the excel in the text format, e.g.: 17.00.00
Course_type set to 'onsite' or 'webinar' (regardless of custom translations)
Schedule_location - this should include the location, e.g.: name of the meeting room or name of the city where the training took place
Schedule_name - Often training with the same title happens multiple times, make sure that your schedule names are unique, so the schedule will be connected to the right module
Date formats that are mandatory in the import
Date format for Course started and completed at
2. Date format for schedule date
Important: The column format should be "TEXT" format and the rule of thumb is: YYYY-MM-DD HH:MM
Finalizing the import
When you have a file ready, click "Import Learning"
Make sure all the fields are mapped correctly. At the bottom of the page you will be able to select if the import should allow creating new modules and new schedules or if it should connect with the existing ones. Set both options to 'Yes' to allow for it.
Important: Once historical data is imported, it cannot be deleted.
Note:
The import of historical data will not trigger any points, skills, or certificates that are attached to the module.
Adding module completions will not trigger the completion of connected programs.
When you import historical learning data, this data will overwrite the 'Completed At' date- and time stamp in the reports.
Additionally, when you add an assignment with renewal, after you uploaded historical learning data, the expiration date of the renewal needs to be after the uploaded completion date. If not, the platform will skip this renewal and add the next renewal as expiration date.
If your onsite module or webinar runs over several days, you would need to create several schedule days in your upload file. As this could mean you have to create a very complex file with many data entries, we recommend to use only the last day of the schedule and add the time spent for the other (not imported / shown) schedule days via the 'Course_timespent in seconds' column.