To import learning resources into CompetencyCore (such as training courses, books, or on-the-job activities) you need to create a file that CompetencyCore can read. A separate import file is needed for each type of resource. If competency and level names don't match the names in CompetencyCore, the import will fail.
Step 1. Open a new excel file
Enter 'Competency' in Column A as the header. Enter 'Level' in Column B as the header and leave the rest of the column blank. You only need to fill this column out if you're importing resources mapped to all proficiency levels, which we'll explain in step 3.
Step 2. Add headers
Change the remaining field headers to your desired names such as Duration, Format, and Link. These fields do not need to already exist in CompetencyCore. They will appear in order from left to right, so the first field should be 'Name', followed by the others. The content you enter in these fields appears in PDF feedback reports. The more fields and content you add, the more space they'll take up in the reports.
For on the job activities, enter 'Description' in Column C as the header. Enter the activities in column C as plain text. You can format the text and add hyperlinks after the import.
Step 3. Map to specific competencies
Contact your Client Success Specialist at HRSG to turn on the hidden setting so you can map to specific levels.
- To map a resource to one proficiency level, enter the name of the level in column B.
- To map a resource to multiple levels, enter the name of each level in column B, separating each with a forward slash (Level 1/Level 2/Level 3).
Step 4. Embed hyperlinks before the import
Instead of including a field for "Link", paste this HTML code in the name field for every single resource. Substitute the pound sign for the hyperlink and the NAME for the actual name you wish to appear.
In the example below, the first resource will have a name (KPMG) and a clickable link (http://www.kpmg.com). The second resource will show the name KPMG. Clicking the name will open the webpage, but the link itself won't display.
Step 5. Go to import from excel
In CompetencyCore, click the menu icon on the top left of your screen. Click the expand icon beside Learning Resources in the main menu and choose Import from Excel.
Step 6. Select the file
Click Choose File, select the Excel file, and click the Import button.
Step 7. Enter details
Select the category where you'll put this resource type. Enter a name and description for this group of resources. The name will appear in reports as the header for the resources presented.
Step 8. Select field types
A list of the created fields appears. You can select the field type for each field. You can select the field type for each field. To use embedded hyperlinks or any text formatting, select a text area type field. For plain text in small amounts, select a text box type field.
Step 9. Embed hyperlinks
To embed hyperlinks after importing, open a learning resource in edit mode. In the text editor, select the part of the text you want hyperlinked and click the link icon . In the new window, select a link type like email and fill in the related fields like email address, message subject, or message body and click OK. Back on the underlying page, click Save.