Data Transfer

Export or import training records and certificates for personnel transfers

How It Works

Transfer training data between employers

Exporting (Personnel Leaving)

When a staff member is leaving, select their name and export their training records and certificates to a CSV file. This file can be provided to their new employer for import into their system.

Importing (Personnel Joining)

When a new staff member joins from another employer, first create their personnel record. Then select them and upload the CSV file from their previous employer to import their training history.

Important

The imported data will be added to the selected personnel member's record. Ensure you have selected the correct person before importing.

Select Personnel

Choose the staff member for data transfer

Personnel Member

Export Training Records

Download training records and certificates as CSV

This will export all training records, competencies, and certificate information for the selected personnel member. Certificate files themselves are not included in the CSV - only their metadata and references.

Import Training Records

Upload CSV file to import training data

Upload CSV File

Select a personnel member first, then upload their training records CSV file

CSV Format Information

Understanding the data structure

Training Records

Includes course titles, completion dates, instructors, scores, and training types

Competencies

Includes standard codes, competency levels, completion dates, and revalidation dates

Certificates