External Training Records

You can manage and import external training records. This is done through the “External Record Imports” and “External Record Reports.” Both options can be found in the left-hand navigation bar.

Importing External Training Records

Clicking the “External Record Import” button gives you the ability to upload records from any class attended outside of the CareerCert platform (external training record or ETR). Uploading these external records will add the completion to the user’s certificates feature in their account. By attaching a certificate to the ETR, the user will also be able to print the certificate using the certificates feature. Keep in mind that this feature is designed for bulk records. Personnel who want to upload individual training records can do so under the certificates feature.

You can upload a certificate, a roster, a certification card, etc. You can also include information about the course. 

Enter the CE credit for the activity, include the CE number that is your agency’s fire or EMS CE provider number. You can add the awarded hours by category. 

Use the “Assign Users” button to add employees from your group to this training record. You can use filters to narrow the list and assign specific employees. Once you’ve selected all the relevant employees, click “Assign Users.” Once the external training record has been successfully entered, click “Save.”

Any imports you create will be shown in a list. To review the imports, click the title.

External Record Reporting

By clicking the “External Record Report” button, you will be brought to this screen. From here, you can enter filters to narrow your results to a specific import and run a “Report of User(s).”

This report also allows you to see what your employees, training officers, educators, and administrators have put into the platform as external training records. Clicking on a record allows you to review information about the external record.

You can email these reports to yourself. These reports will show on your Admin Dashboard under Notifications and will be emailed to the email address you use to login to the platform.

If you need additional assistance, contact your Client Manager or call us at 1-877-458-9498