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The Export Summarized Learning Records functionality is intended to facilitate the transfer of information from TRACCESS to other enterprise systems (SAP/ PeopleSoft/ BAAN / JD Edwards)
These systems will primarily be either and ERP or HRIS systems:
ERP - Enterprise Resource Planner
HRIS - Human Resource Information System
Learning records within TRACCESS are held at a Task level that is not required in an ERP. That information can be summarized and exported for import into the ERP system.
Records are summarized based on "Export Categories”. All of the Tasks within the Export Category must be complete to display the Category as complete. If even a single Task is incomplete, the Category will be incomplete.
The export is a flat text file with the relevant information that has changed since the last export.
This text file will act as the log for the export.
In order to export summarized learning records, a few steps must be carried out:
Create Task Export Categories
To export summarized Learning Records, Tasks must be organized into categories. Categories can be as large or as small as desired. For example, you may wish to sort all Sub Processes into Categories, or you may wish to sort all Processes into Categories. Keep in mind that the Export returns only two states: Complete and Incomplete.
Create an Export Report
Once Task Export Categories have been created, the export report simply involves selecting which employees and export categories to report on.
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