How to Import On-the-Job Plans | Apprentix Help Center

Please Do NOT add any additional rows above the headers.

Please Do NOT change the column headers.

Please DO use CSV format instead of XLSX.

Please Do NOT use double quotes

Please DO use single quotes

Bulk Add On-The-Job Plans

From the Manage Portal

Open Apprenticeship Details
Go to On-the-Job Plan
Click on Import
1. Step 1: Download the template: competencies_template
2. Step 2: Fill out the template
3. Step 3: Upload the completed template below
Select whether you would like to
1. Delete existing data
2. Add to existing data
Click Import

Filling out the Template

Delete the content in rows 2 to 6
Do not modify the headers
Do not delete or add headers
You must fill out at least the following columns in order for the upload to succeed.
1. Job Function - Enter a few descriptive words
2. Competency Description - Enter a few descriptive words
3. Type - Enter either Technical / Behavioral / Technology
  1. Technical = hours required
  2. Behavioral = evaluation required (not time)
  3. Technology = (not applicable)
4. Core - Enter either Yes / No The other columns are optional
Category - optional
Hours Required - Enter a number
Related Materials (Subtopics) - Enter a sentence or two.
Save the file (it should save as CSV by default, do not use XLSX)

Manage Functions & Competencies

Reorder: Add a leading number to the name of a function or competency to specify its desired position (higher numbers appear higher on the list).
Edit: Hover over the three dots to the right of the Job Function and click on Edit.
Delete: Clicking on Delete will permanently delete the Job Function and all the competencies associated with it.
Click Save & continue

Note

Hours Required = Only applies to Technical competencies. When you enter the hours required, this is the minimum hours required. When the apprentice tracks their time, they will be able to track time against only the competencies that have a time requirement. If there is no time requirement, select Behavioral and leave the hours required field blank. This means an apprentice will not submit time against that competency, but instead can request to be evaluated.