Purging Learner Training Records

Year-End Procedure

1. Make a back-up copy of your Database files

Use Windows Explorer to copy the learner data files to diskettes or zip cartridge for backup. Your learner records are contained in eight files in the directory you specified in the Learner Data folder of Training Manager (example: c:\video\record).

Learner Record File Names
Lesson Detail History Summary Master Files Assignments
slf.dbf shf.dbf smf.dbf reg0.dbf
slf.mdx shf.mdx smf.mdx reg0.mdx

2. Create an on-line archive copy

  1. Use Windows Explorer to create a folder to contain the archive copies of the learner database records. (example: c:\video\record\2004).
  2. Go into Training Manager, Learner Data folder, choose Learner Data Utilities.
  3. Now choose Backup learner database files.
  4. This will bring up the browse box to choose the destination of your backup files.
  5. Select the drive and path you have created for your archived data. When you click "OK" all learner database files will be copied to the archive directory. If you maintain an archive folder for each year on your system, you can easily create reports against the archived years by opening them with STARS.

3. Purge last year's History and Lesson data from the new year's database

  1. Go into Training Manager, Learner Data folder.
  2. Choose Learner Data Utilities. CAUTION: Make certain the "Drive and Path for Learner Data" displays the location of your current year's learner data files.
  3. Then click on "Year-end database" purge and "OK". This will prompt you to be sure you have a backup. Then to enter a cut-off date for the records you wish to purge.
  4. Enter the date for the first day of the year just begun. If you are using Training Requirements, answer "NO" to this next dialog. If you are not using Training Requirements, answer "YES".

Printing reports from archived years

If you need to work with old records that have been archived, simply select the archive directory in the STARS "Welcome" folder using a double-click on the folder.,