Bulk Import Qualifications & Certifications

When you have a lot of qualifications or Certifications to upload, you can use the Bulk Import to do this and save time.

Go to Qualifications in the main Navigation Menu and select Bulk Import and from the dropdown choose Bulk Import Qualifications.

If this is the first time bulk importing qualifications, you will need to download the CSV template by clicking on Download Template.

Once downloaded you will need to enter the correct information into the fields. Using the guide on the upload page for guidance.

You can see an example of how to enter data on the Bulk Import Page.

Label - This will be the name of the qualification i.e. Manual Handling, First Aid, Calibration etc.

Recognises - This is who the qualification recognises, either Employees, Vehicles or Equipment.

Providers - The name of the training company, this is optional.

Renewable - If the qualification is renewable, enter yes, if non-renewable enter no.

Years - If the qualification is renewable, enter the number of years until it renews.

Months - If the qualification is renewable, enter the number of months until it renews.

Days - If the qualification is renewable, enter the number of days.

If the qualification is not renewable you can enter 0 in all three cells.

Threshold - If the qualification is renewable, this is the number of days a qualification or certification will be At Risk before turning to Attention.

Watchers - Add one or more watchers using a persons username separated by a comma who will be notified of any user with the qualification or certification as validation stages change.

Description - You can add any relevant notes relating to a qualification or certification.

Remember if you are uploading Certifications follow the Certification Guide

If you get a red error message it means that something is incorrect in the CSV file and the error message will tell you where to check.

Check the CSV file for any errors and reupload.