Load Competency Bank Data - Step 3 - Upload
If you are uploading new data to the system, first select a template by clicking the Template link in the lower-left corner. This ensures the proper data is included and that it is in the proper format. In the template, columns that are red are required. See Load Data - Select Data Load Template.
The Data Load Wizard can only update a competency if the competency is not associated with a locked role or task. As a result, only version 1 of a competency can be updated.
The template for competency bank data varies depending on the type of data that is being loaded:
- Competency General Information - See Competency Bank Template - General Information.
- Competency Items and Behaviors - See Competency Bank Template - Items and Behaviors.
- Competency Training, Feedback and Development Actions - See Competency Bank Template - Training/Feedback/Development Actions.
As you are updating and formatting your data, prior to uploading the file click the Helpful Hints link in the lower-left corner. This document provides you with all of the proper formatting information for the data as well as necessary information for uploading a data file. When formatting the file of data, each column must have a title or header, which will be associated with a data field in the system.
To upload a file of data
- Click the
button and locate the file.
- You can only upload the following file types: .xls, .xlsx, .csv, .txt.
- Once the file is selected, click the
- Excel File (.xls, .xlsx). Select Worksheet (Excel files only) - Only one worksheet can be uploaded at a time, so if the Excel file has multiple worksheets, you must select the worksheet that you are uploading.
button. An Upload File pop-up appears with different options depending on the type of file that is uploaded.
- Text, Comma, or Pipe Separated File (.txt, .csv). Select Delimiter (Tab, Comma, or Pipe Separated files only) - Select what delimiter (e.g., tab, comma, pipe) is used to separate records within the file. This enables the system to properly extract the data from the file.
- Select Template - If you used a template to create the file, select the appropriate template. If no template is used, select the "No template used" option. If you have used the Data Load Wizard in the past and saved a template for this file type, that template is available here.
- My File has titles/headers - Data files should have titles or headers for each column of data. If the file you uploaded does not have titles or headers, deselect this option. Deselecting this option modifies the next step in the review process.
- After selecting the appropriate options, click . The file is uploaded and listed on the page.
If this is the wrong file or the wrong worksheet within the file, you can delete it by clicking the Remove icon to the left of the file title and upload another file. Alternatively, you can browse and upload a new file. When the correct file is uploaded, click to proceed to the Review step. See Load Competency Bank Data - Step 4 - Review.