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The data migration services described below generally require a one-time professional services fee. For more information, please contact us.

Many hospitals and healthcare organizations that implement the Dual Code learning environment need to migrate learning records from their legacy LMS or in some cases, from spreadsheets that they've manually managed. The learning records can easily be imported into the Dual Code learning environment by uploading a CSV (comma separated value) file.

Assumptions

There are a few rules that need to be respected in order for the data migration to work:

  • The encoding of the CSV file must be in UTF-8
  • The first row in the CSV file must contain the name of the columns to be imported, These are:
    • actor
    • verb
    • object
    • timestamp
  • The next rows in the CSV file will contain the learning record information that needs to be imported in the learning environment (one row per learning record)
  • The actor must be the user's username as it exists in the learning environment
  • The verb must be "completed" 
  • The object must be the shortname of the course as it exists in the learning environment
  • The timestamp must be in the following ISO 8601 format: 2016-06-28T15:19:21+00:00, where:
    • 2016-06-27 is the date in YYYY-MM-DD format (based on the Gregorian calendar)
    • 15:19:21 is the time in hh:mm:ss format (based on the 24-hour clock system)
    • +00:00 is the time offset from the UTC (Coordinated Universal Time). For example, an organization located in Ottawa or Toronto would write -04:00

Sample File

Here is an example of a valid file:

actor,verb,object,timestamp
jdoe,completed,WHMIS,2016-06-28T15:19:21-04:00
jsmith,completed,WHMIS,2015-04-21T10:00:00-04:00
jsmith,completed,Accessibility, 2015-04-21T13:00:00-04:00

...

Step-by-step Guide

To upload learning records:

  1. Create a CSV (see Creating a CSV File for Importing Learning Records for more details)
  2. Go to Site Administration > Courses > Upload learning records
  3. Either drag and drop the CSV file or click the 'Choose a file' button and select the file in the file picker

  4. Select appropriate import options carefully, then click the preview button.

  5. If you are happy with the results of the preview, you can proceed by clicking on the "Upload Learning Records" button. Otherwise, you may click on the "Cancel" button and adjust your CSV file accordingly.

It's important to understand that the user accounts and courses must exist prior to importing the learning records. If you need to import users or courses, please read Uploading Users and Importing Course Shells first.

Voiding Learning Records

You can void learning records in bulk by following the procedure above if you have added a "voided" column with a value of "1" to your CSV file. In addition, you can un-void learning records by adding a "voided" column with a value of 0.  More details can be found in the Creating a CSV File for Importing Learning Records article.

When voiding / unvoiding learning records, ensure you select 'Update the void status only' for the 'Upload mode' on the upload screen. 

While it is possible to generate your file by hand, we recommend that you go to the Learning Records (System Level) report, find the records you want to void, and export them in a CSV file. Then, simply add the "voided" column to that exact same spreadsheet with a value of 1 for each record, and re-upload it as per the steps above.

Please note that if you want to void all learning records for a single course, we recommend following this procedure, which is much easier.