Who is this article for?
- Users with access to Ausmed's Learning Management and Policy Management Systems.
- Users with organisation manager permissions.
In this article:
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What is bulk upload for training plans?
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How to bulk upload training plan shells
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CSV fields for training plan uploads
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How to bulk upload item schedules
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CSV fields for item schedules
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Formatting rules and examples
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Error handling and validation
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Tips for successful uploads
What is bulk upload for training plans?
Bulk upload allows you to:
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Create multiple training plan shells at once
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Add multiple training items to a plan in one upload
This reduces manual work and speeds up large-scale plan creation.
How to bulk upload training plan shells
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Go to Learning > Training Plans
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On the Training Plan overview page, click the ⋮ (three dots) menu
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Click Create plans via CSV
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Download the CSV template
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Complete the template
Title: the title of your Training Plan
Description: add description for your training plan (optional)
Is it Mandatory: is this training plan mandatory - input Y for yes or N for no
Does it contribute to Compliance: should this training plan contribute to compliance - input Y for yes or N for no
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Upload the file
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Click Confirm
Once uploaded, training plans will appear in the Drafts section.
CSV fields for training plan uploads
You only need to complete four fields:
| Field | Description |
|---|---|
| Title | Name of the training plan |
| Description | Short summary of the plan |
| Is Mandatory | Y / N |
| Contributes to Compliance | Y / N |
Important rule:
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If Is Mandatory = No, then Contributes to Compliance must also be No
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If not, the system will automatically correct it or flag an error
How to bulk upload item schedules
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Open a training plan (Draft)
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Click Add Item > ⋮ (three dots)
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Select Bulk Add Items
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Download the CSV template
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Complete the template
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Upload the file
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Review validation results
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Click Confirm
CSV fields for item schedules
| Field | Description |
|---|---|
| Item Name / Item ID | Use one or both to identify the item |
| Job Roles | Must match system job roles (comma-separated for multiple) |
| How Often Do You Require Staff to Complete This Item? |
Inputs: [Number]+[Period] 1Y = one year |
| When Do You Require Users to Complete This Item? |
enrolment-date = based on enrolment date |
| How Long Would You Like to Give Users to Complete This Item? |
Inputs: [Number]+[Period] 1Y = one year |
| Would You Like to Give Users an Automatic Extension? (Y/N) | Y / N |
| Extension Days |
Required if extension = Y Inputs: [Number]+[Period] 1Y = one year |
| Early Recognition | Y / N |
| Early Recognition Period |
Required if Early Recognition = No Inputs: [Number]+[Period] 1Y = one year |
Formatting rules and examples
Time formats
Use shorthand values:
| Unit | Format |
|---|---|
| Days | 30D |
| Weeks | 2W |
| Months | 6M |
| Years | 1Y |
Examples:
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1Y→ yearly -
6M→ every 6 months
Key logic rules
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If When Due = Last Completion, frequency must be Yearly
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If Once Only, do not combine with recurring logic
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If Automatic Extension = Yes, you must enter extension days
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If Early Recognition = No, you must enter a recognition period
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Job roles must match exactly (not case sensitive)
Error handling and validation
When you upload your CSV:
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The system runs a validation check
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Errors are shown with:
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Row number
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Description of the issue
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Example error:
“Row 4: When due date is specified, frequency must be yearly”
How to fix:
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Open your CSV
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Locate the row
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Update the incorrect field
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Save and re-upload
Repeat until no errors remain.
Tips for successful uploads
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Start with a small test file before large uploads
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Use Item ID where possible to avoid mismatches
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Copy job roles directly from the platform to ensure accuracy
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Keep formatting consistent (especially time values)
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Fix errors one at a time and re-upload
Note: Bulk uploads create draft training plans, which you can review and edit before publishing.