The Team Import feature allows Teams to be quickly created in your LMS.
Why are Teams used? Teams are used to organize various learners into logically segmented groups. Teams may represent different company departments or different company locations.
If you want to create a full Team hierarchy or add multiple Teams, you have an efficient option of using the Team Import feature.
Should you desire to create individual Teams, while using the LMS Admin tab, click on Teams. For documentation to help create new Teams, click here; http://help.accordlms.com/m/11168/l/127072-teams-introduction.
Please follow steps below to quickly Import Teams into your Accord LMS.
What is Needed to Import Teams?
The Team Import process begins by setting up any Teams desired for import in a (.csv) file which can then be readily uploaded into your Accord LMS portal.
A sample (.csv) file, which can be edited through Microsoft Excel or similar software, may be downloaded from https://www.accordlms.com/resources/documentation.
Important Comments Regarding (.csv) Files Used for Import
The (.csv) file is processed from the top down. Parent Teams must either already exist in the system or be listed in the (.csv) file before the Child Team which references them.
Duplicate Team Names will not Import.
Errors will result if the same Team Name already exists within the LMS or if duplicated within the (.csv) file being imported.
The Teams Tab
Just below is an image displaying what a new Accord LMS portal may look like while in the LMS Admin Teams tab.
Initially the Teams tab may only contain the parent, or top, All Members team.
Prepare for Team Import
Once you have any Teams desired for import setup and saved in a (.csv) file;
- Ensure the proper Active Team is selected; should there be more than one Active Team.
- Wave over the LMS Admin tab .
- Click on the Configuration tab.
- Once in Configuration, click on Import Data.
- Once the Legacy Import Data panel opens, click on Team Import header to open section if necessary.
Note: Please use the proper (.csv) format (Folder Import, Learning Element Import or Team Import), otherwise files will fail to import.
- Next to Select CSV File, click Choose File
- Once you have selected the chosen Team (.csv) file from your computer system, click Import.
After Import, a record will display showing how many Teams were successfully created during the process. The number of Teams represented on this record will reflect any integrated Child Teams which may have been situated under a Parent Team.
Error Reports: The LMS will provide an error report if any rows in the (.csv) file were unable to import. Such error reports will itemize the specific line in the (.csv) file which failed to import as well as the general reason behind failure.
In the image below you will see the new Teams created within the LMS portal during the Import Team process. In this particular example, the top new Team created under the All Members Team, is a Team titled A New Hierarchy, having Child Teams of Accounting and Support.
When noting the Teams Import record associated above, a total of 7 teams were imported, meaning 4 additional Child Teams were created during this same import process which will exist under the Accounting or Support Teams and can be accessed by clicking their arrows.