SkillsTx Management Console Help
2.9.4 Upload Predefined Actions (Upload Bulk)
Predefined Actions are able to be Uploaded in bulk using a Template.
Note: To make your own predefined actions available for selection, you will need to ensure you have selected your Organisation as either Yes or Preferred under the Select Training Providers task under Setup / Management Tasks.
Step-by-step guide
You will first need to either:
Download a copy of the Bulk Template - Select the Download Bulk Template button
Save the downloaded template (Excel Workbook) on your own system/PC
Populate the template as described in Row 2 of the template. Each row can contain an action. (See the column details on the right) ---->
Ensure the template retains the Header row, but remove the original example/instructions row 2
Save the populated template on your System/PC
Use an Exported Template - as per 2.9.3 Export Predefined Actions
To upload the template select the Select Files button
Use the resultant Dialogue to select your newly populated template
Press the Perform Upload button that appears once a file has been selected:
For Uploaded Action using the the downloaded Template copy, by Default Uploaded actions have the IsActive parameter set to FALSE as a precaution. Once you have uploaded the actions you will need to Edit them to update any of the other fields and make them available for usage. (2.9.2 Edit Predefined Action )
When using Upload Bulk, actions already present are NOT updated in-situ. It will duplicate previous actions if they are the same. If you want to change the content of a previous Predefined Actions via Export/Upload you will need to:
Export the Predefined Actions
Delete the Predefined Actions you want to make changes to
Or you may wish to delete all of them, and upload the full set again
Refer - Delete Predefined Action
Change the Exported template data as required. (e.g. Add new action, change previous ones & delete any you do not wish to duplicate)
Upload the changed Predefined Actions using the changed template
Column | Description |
|---|---|
Name | The name of the Predefined Action. It would be prudent to ensure names are unique and able to be related to the action. |
Type | Select from: |
Description | A description of the action |
Duration (Days) | The expected number of days the action takes |
Website | (Optional) A link to an intranet or website which reference the action or for booking an attendance |
Published On | The date the action is considered published |
Retire On | (Optional) The date the action is considered to be retired |
Reviewed On | (Optional) The date the actions is targeted for review |
Version | A version number |
LoR addressed | Blank or the LORs addressed by the action if any. add a comma between LORs. The format of the LoR is a 4 character Code as per below, followed by the LoR Level:
x = level number from 1 to 7 e.g. BSKL6,INFL6 |
Skills Addressed | Blank or the Skills addressed by the action if any. add a comma between Skills. The format of the Skill is the SFIA Skill code followed by the LoR Level. e.g. ADEVx, where x = the suitable Skill level number ADEV3, BPRE2 |
SfiaVersion | The version/s of SFIA being addressed |
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