Data Load Wizard - Loading Completed Recurring Training

Learning Loads Deprecation: Ability to perform learning data loads using Data Load Wizard will be deprecated with and end-of-life in the February '21 Release. Edge Import replaces this functionality. For more information on learning loads deprecation, See Learning Data Load Overview. For information about Edge Import, See Edge Import Homepage.

When loading transcript data using the Data Load Wizard, there are additional requirements when loading a recurring instance of a learning object (LO) for a user compared to loading an initial instance of a LO for a user.

When loading transcript data and loading an initial instance of a LO for a user, administrators can mark the LO as Completed, and the Current Registration Number value is not required. When loading a recurring instance of a LO for a user, the Current Registration Number is required and the LO must be loaded into a Registered status prior to being loaded into a Completed status.

Common Errors

The following are common errors that are made when loading a LO to a user's transcript with recurrence:

  • The Completion Date already exists in the system for the UserID/LOID combination, and this cannot be updated.
  • The Request Date already exists in the system for the UserID/LOID combination, and this cannot be updated.
  • The Registration Date already exists in the system for the UserID/LOID combination, and this cannot be updated.
  • Recurrence must be enabled for the LO in the Course Catalog before loading a recurring instance of a LO.
  • When loading transcript data using the Data Load Wizard, select the Add a reassignment of the training if the training allows for recurrence processing option.

Data Load Requirements

When loading a recurring instance of a LO, the LO must be loaded with a status of Registered prior to being loaded with a status of Completed. This requires two load files:

  • In the first data load file, the user is marked as Registered for the recurring instance.
  • In the second data load file, the user is marked as Completed for the recurring instance.

First Data Load File Requirements

In the first data load file, the following should be set for the recurring instance of the LO:

  • Transcript Status is Registered
  • Request Date/Time and Registered Date/Time
  • Current Registration Number - If this is the second time the user is completing the training, this should be set to 2.
  • Note: A Completion Date/Time should not be included.

After loading this file, the user will be in a Registered status for the recurring instance of the LO.

Second Data Load File Requirements

In the second data load file, the following should be set for the recurring instance of the LO:

  • Transcript Status is Completed
  • Request Date/Time and Registered Date/Time - This must match the dates and times provided in the first data load file.
  • Completion Date/Time
  • Current Registration Number - This must match the registration number provided in the first data load file.

The second data load file contains essentially the same information, but the second data load file changes the Transcript Status to Completed and includes a Completion Date/Time. After loading this file, this user will be in a Completed status for the recurring instance of the LO.