Bulk modification of your readiness programme

With WeTrack you have the ability to bulk-import or bulk-edit your Activities, Capabilities, and Evaluations.

The Imports & Exports section, available to admin users, is found in the general Settings area. Click on your avatar in the bottom left-hand corner of any WeTrack page, and navigate to Settings > Imports and Exports.

Choose whether you want to Import New Items or Export & Update existing items, and then select between Activities, Capabilities or Evaluations from the drop-down menu. A full set of instructions will appear depending on the type of import you select. Download a template to begin.

First, list your capabilities in a template. The mandatory fields here are Title and Capability Type, but there is other valuable information you can input, such as responsible owners and departments, and a description.

Once you have done this, return to the Import page, upload the file and follow the instructions to complete the import.

Next, use the relevant template to list the activities at which you will be evaluating these capabilities. Again, the mandatory fields are Title and Capability Type, but there is other valuable information to input, such as Date, and responsible owner in charge of the activity.

Once you have done this, return to the Import page, upload the file and follow the instructions to complete the import.

The final step in creating the foundations of your readiness programme is to map your capabilities to the activities at which they will be evaluated. This again can be done in an import.

Using ref codes, list capabilities for every time they will be evaluated at an activity. So, if a capability is to be tested at ten different activities, you should create 10 different rows in the template. You can fill in further information, such as the time at which the evaluation should take place, or the owner in charge of carrying out the evaluation.

Once you have done this, return to the Import page, upload the file and follow the instructions to complete the import.

Once a message appears saying that your Import has been sent to WeTrack, your data should appear in the Readiness module within 15 minutes.

The same workflow applies if you need to make bulk changes to your capabilities, activities or evaluations. Simply go into Export & Update rather than Import New Items when arriving in Settings > Imports & Exports. Then, download the relevant template - which this time will contain all of the pre-existing information - make any changes, and return to the page to upload it.