Generic import- Training update

Posted on: Wednesday, 22 February 2017

Vision can now be used to import and display training information for existing and new drivers regardless of whether they have analysis carried out by FTA or not

The information is added by the company to a pre- defined template and uploaded to Vision where the information is displayed on a DCPC overview page and on the driver profile under the training tab

Uploading the data

To use the Training Record import feature first contact to have the correct role activated.
Go to the import page by either selecting the Import tile on the Home page or by selecting the import icon on the left hand side of the screen.

Select import
Click on the drop down box and select training records.

Select DCPC 

Download a copy of the CSV template shown below

Download template
The file downloaded includes a “read me” document. This shows you the format required for each column as well as highlighting which of the fields are mandatory:

Read me
Open the template document and complete the relevant fields and then save. The document must be saved in a CSV format.

 Completed template

Click next, then click “choose files” and select the completed template, and then select “send files to FTA”

Send files to FTA
As the files are uploaded then you will be taken to the “File Import Results” page to view the progress.

If the import is successful the job status will be displayed as “Import Complete”

 Import sucessful

If there is a problem the job status will be “File rejected” and you will see the an option to “View rejection Reasons” Clicking this will explain what has been rejected so that you can update the template and re import it

 View rejection reasons

If a location has been added incorrectly you will be able to update this on the import page by clicking “correct errors” and updating the template

 Select location

When the data has been uploaded successfully the drivers and their records will be updated in Vision and will be available to view through the driver profile and the DCPC overview both available in the Manage my drivers screen:

DCPC overview