Click on the Course that you want to manage. Navigate to the Learners tab, click on the button beside Enroll Users and select the Bulk CSV Update option.
From there, click on Download CSV Template.
Open the CSV file that was just downloaded. You can change course enrollment and completion dates by editing them using Excel or another similar program.
The Expiration Date refers to the date that the user will be re-enrolled in the course via the Validity Length setting. The Next Reenrollment Date should not be edited — the column is read-only and shows the actual date of reenrollment based off the validity length and early reenrollment window.
**NOTE: YOU MUST USE THE YYYY-MM-DD DATE FORMAT.**
You can also enroll users directly into the course by entering their email in the email column and entering a 1 in the enrolled column. Do NOT enter anything into this column if users are already enrolled.
If updating the progress of users that are already enrolled, you must include their respective course_progress_id in the CSV file.
The status column can be filled with either passed, failed, in-progress, or not-applicable. Using the not-applicable option will remove the course from a user's enrolled courses without requiring a pass or fail. This is useful for unenrolling users who were enrolled via a Group.
All Custom Course Properties that you've enabled will be added as columns in the downloaded CSV. Fill these in to add or change the text associated with each property.
To clear or remove a date, enter a hyphen (-) in the cell.
Save your changes then click on Choose File in the same SkyPrep window you download the template from, select the file you just saved, then hit Upload.
Importing Records for Recurring Training
If your course is recurring, make sure you set the expiration_date column accordingly on the most recent completion. This is the date that the course is set to expire, and will be the date that a user is re-enrolled into the course, assuming there is no Early Reenrollment Window set in the course settings. If there is an Early Reenrollment Window, the actual reenrollment date will calculated based off the date you set in the expiration_date column, minus the window set.
Importing Multiple New Records for Users
The requirements change slightly if you want to upload multiple records for each user, such as if you need to import several years' worth of records for the same course and user.
User Without Existing Records
If the user has not previously taken the course within SkyPrep, you will need to add each record as a new line and:
each record will need to have either passed or failed in the status column
at least one line will need to have a 1 in the enrolled column
each line needs to have new in the course_progress column
User With an Existing Record
If the user has previously taken the course within SkyPrep, you will need to add each record as a new line and:
Do not modify the existing course_progress_id column for the user
each new record will need to have either passed or failed in the status column
each line needs to have new in the course_progress column
