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External Training Certification

  • Jan 14, 2025 5:38 PM UTC
  • 5 replies
  • 246 views
EmilyW_Tacoma
Helper I
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We have thousands of external training “events” where an employee has taken a course outside of our organization but we need to maintain records for certification. For example, taking First Aid CPR with the Red Cross. Is there a way for me to bulk update their external historical records to add it to the First Aid CPR certification to tell them it expires in 2 years? This is one of many examples. I can figure out which external training goes to which certification. I understand it would have been better to have had them/us check the box when entering the new activity, but now I have literally thousands of records to update and I’m looking for a solution.

Thanks.

    5 replies

    EmilyW_Tacoma
    Helper I
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    I just looked through the “manage external courses” and that doesn’t have an option to assign to a certification. That would have been the perfect solution. 

      lrnlab
      Hero III
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      • lrnlab
      • Hero III
      • Jan 14, 2025 7:45 PM UTC

      tested the CSV import and I see what you’re saying...there is no option to link the records to a certification booo!

      Is asking your users to track it themselves via My activities an option? If yes, they can choose the certification from that point..not sure if that might be too confusing especially ion you have many different cert types.

      clstraining
      Novice I
      • clstraining
      • Novice I
      • Jan 28, 2026 2:13 PM UTC

      Hi ​@EmilyW_Tacoma - I am needing to do the exact same thing. Did you ever find a solution? 

      ZohairKhan
      Novice II
      • ZohairKhan
      • Novice II
      • Jan 28, 2026 4:34 PM UTC

      I would recommend managing this through the Certification & Retraining app rather than the External Training app. Create a new certification (for example, First Aid CPR – Red Cross) with a 2-year validity period, then use the certification CSV import to bulk assign users with their respective completion dates. This approach backfills historical completions and provides a way to track expiration and compliance for large volumes of external training/ certifications.

      https://www.zohairkhan.com
        Novice II

        I WOULD LOVE THIS FEATURE AS WELL!

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