Certification records upload settings

Default evidence type

Any certifications which can't be matched to an existing item can be added as evidence to a user's Record of Learning. Here, if you want evidence to be created, you can specify the default evidence type you wish to use.

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CSV date format

The format for dates in the CSV file, for example: dd/mm/yyyy.

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CSV values separated by

The separator used to separate values in the file.

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CSV text delimited with

The delimiter used for text values.

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CSV file encoding

The type of encoding used for the file.

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Import action

Choose from the following:

• Save to history
  • The imported records will be added to history.
  • The certification status of users will remain unchanged.

• Certify uncertified users
  • If a user is already certified, the imported record is added to history.
  • If a user is not currently certified, the imported record will be used to mark them certified. If appropriate, the certification window may open and/or expire when cron next runs, causing the completion to be moved to history.
• Certify if more recent
  • If a user is already certified and the import completion date is more recent than the current completion date, then the current completion will be moved to history and the user will be marked certified on the imported completion date.
  • If a user is already certified and the import completion date is further in the past than the current completion date, then the imported record will be added to history.
  • If a user is not currently certified, the imported record will be used to mark them certified. If appropriate, the certification window may open and/or expire when cron next runs, causing the completion to be moved to history.

If a record is imported for a user who is not assigned to the certification, an individual user assignment will be created for them, causing them to be assigned. Assignment (or reassignment as the case may be) occurs first, then the imported record is processed, regardless of the chosen action or outcome.

If a user is marked certified during import and the recertification window opening date is in the past, when cron runs it will open the recertification window and reset current course progress. If this is not the desired outcome then Save to history should probably be selected.

Case insensitive shortnames

When enabled, certification short names will be matched case insensitively.

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