The Batch Upload Form

A

Course

*Required*

The title of the learning resource or the resource ID of the course. When provided with a title, the system will try to match the title with one on file. When provided the resource ID, the system will use this value as the unique identifier for the course.

Best Practice Tip: Use the resource ID. There is much less room for error using this numerical code than trying to perfectly match up a course title.

B

Employee ID

*Required*

Participant’s employee number.

The username can also be used by placing the ! symbol before the username in this field.

C

Last Name

Participant's last name.

Optional - this data is not used by the LMS.

D

First Name

Participant's first name.

Optional - this data is not used by the LMS.

E

Date

*Required*

Effective date of the completion in MM/DD/YYYY format.

The batch upload function is globalized, so if the Administrator’s culture is set for a culture that typically uses the date format of DD/MM/YYYY, then this date format can also be used.

If this upload is being used to create an enrollment, a date still must be entered into this field as a placeholder. The date will not show up anywhere in the LMS.

F

Transaction Type/ Status

*Required*

Enter a single letter code as follows to indicate the desired action:

(blank default) or C = "Complete"

W = "Waive"

E = “Exempt”

X = “Enroll”

D = "Drop"

For outside learning events only, you may use the following codes:

I = “Incomplete”

S = “Started”

NS = “Not Started”

Note: This field is NOT case sensitive

G

Time

The amount of time, in minutes, that will be granted for participation.

Optional - If left blank or zero, the system will default to the amount of time that’s specified for the learning resource on the Overview panel of Maintain Learning Resources.

H

Score

Optional - The assessment score, if any, associated

I

Enroll Date

Optional

Effective date of enrollment. If this is a date in the future, the enrollment will not appear on the person's development plan until the specified date.

If this field is left blank for an enrollment transaction, the enrollment date will be the date that you uploaded the file.

J

Required

Optional

Enter a “Y” (for yes) if this is for an enrollment that you would like to appear in the Required section of the user’s Learning Plan. If this field is left blank, the enrollment will be listed in the Elective section.

Note: When using this option, the LMS will visibly place the enrollment into the required learning portion of the user’s learning plan. It will not act as a required resource, therefore neither required course notifications will generate, nor will the user’s enrollment appear on a required learning report.

This is only available as a backwards compatibility option on some of LearnShare’s older systems.

Note: This field is NOT case sensitive

K

Due Date

Optional

Due Date/Completion Deadline in MM/DD/YYYY format. Any valid date can be used, or leave blank if no date is needed.

L

Comments

Optional – Not Available in all systems

Free form text box that can be used to enter any comments about this transaction. The entered comments can be viewed on the Manage Credit and Enrollment screen.

M

Development Goal

Optional - Not Available in all systems

This is a free form text box that can be used to enter the Development Goal for an outside learning entry.

N

Type of Action

Optional - Not Available in all systems

This is a free form text box that can be used to enter the type of action for an outside learning entry.

O

Development Action

Optional - Not Available in all systems

This is a free form text box that can be used to enter the Development action for an outside learning entry.

P

Target Completion Date

Optional - Not Available in all systems

Enter the target completion date for an outside learning entry using the MM/DD/YYYY format.

Q

Date Started

Optional - Not Available in all systems

Enter the start date for an outside learning entry using the MM/DD/YYYY format.