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Importing Learning Records

Many hospitals and healthcare organizations that implement the Dual Code learning environment need to migrate learning records from their legacy LMS or in some cases, from spreadsheets that they've manually managed. The learning records can easily be imported into the Dual Code learning environment by uploading a CSV (comma separated value) file.

Step-by-step Guide

To upload learning records:

  1. Create a CSV (see Creating a CSV File for Importing Learning Records for more details)
  2. Go to Site Administration > Courses > Upload learning records
  3. Either drag and drop the CSV file or click the 'Choose a file' button and select the file in the file picker

  4. Select appropriate import options carefully, then click the preview button.

  5. If you are happy with the results of the preview, you can proceed by clicking on the "Upload Learning Records" button. Otherwise, you may click on the "Cancel" button and adjust your CSV file accordingly.

It's important to understand that the user accounts and courses must exist prior to importing the learning records. If you need to import users or courses, please read Uploading Users and Importing Course Shells first.

Voiding Learning Records

You can void learning records in bulk by following the procedure above if you have added a "voided" column with a value of "1" to your CSV file. In addition, you can un-void learning records by adding a "voided" column with a value of 0.  More details can be found in the Creating a CSV File for Importing Learning Records article.

When voiding / unvoiding learning records, ensure you select 'Update the void status only' for the 'Upload mode' on the upload screen. 

While it is possible to generate your file by hand, we recommend that you go to the Learning Records (System Level) report, find the records you want to void, and export them in a CSV file. Then, simply add the "voided" column to that exact same spreadsheet with a value of 1 for each record, and re-upload it as per the steps above.

Please note that if you want to void all learning records for a single course, we recommend following this procedure, which is much easier.

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