About the Competency Expiry Data Loader
Applicable Product:
PeopleFluent Learning
Applicable Release:
All Versions
Summary:
You can use the Competency Expiry Data Loader to update in bulk the expiry date of competencies dependent on course completion.
To get started, you can download a CSV file template and populate the required fields offline in a spreadsheet application or text editor. The LMS provides information to help you fill in the CSV template, such as the expected values for each field. For more information, see Competency Expiry Data Loader Field Reference.
All fields in the Competency Expiry Data Loader CSV file are mandatory.
Administrators with unrestricted access to the Competency Expiry Data Loader feature in System Roles (Manage Features > Competency Manager Features) can import competencies.
To import competencies, go to Manage Center > Talent > Competency Expiry Data Loader.
Preparing CSV Files for Import
To prepare a user CSV file for import, you can download a template CSV file from the Competency Expiry Data Loader page and populate the fields as required. Alternatively, you can run report R135 – Competency Expiry Export in CSV Loader Format (by Organization) or R136 – Competency Expiry Export in CSV Loader Format (by User) to export existing competency expiry data for editing outside of the LMS.
Note that CSV files are likely to be opened by Microsoft Excel if it is installed on your system. If you encounter any problems with importing a CSV file into the LMS, it could be caused by Microsoft Excel applying extra formatting to the file. Alternatively, you can edit CSV files in a text editor instead of Microsoft Excel. The data should conform to the formatting required by the template as specified in the corresponding CSV Formatting Help.
If the values for text area fields include punctuation, these fields must be enclosed in double quotation marks (" "). Do not include commas or semicolons in other fields as they could be interpreted as a field delimiter (depending on your choice of delimiter at import).