Training IQAs in Access

Two iMIS IQAs have been redesigned in Access so they can be used with new iMIS. The ‘CBO Credits Search by Requirements’ and the ‘Training Totals’ IQAs are both accessible via an Access File located on the N Drive in IMISReports/Training folder. This page will provide instructions on making sure the data for the queries is up to date.

Update CBO credit data in Access

Right now, the CBO credit data in the Access file is from 10/24/2023. In order to update the data to include everything after that, follow the directions below. If you run into any issues please email it@boroughs.org and we will assist ASAP.

Exporting the Data from iMIS

1. Log into iMIS: https://myaccount.boroughs.org/staff
2. Go to PSAB → Custom IQA → Training
3. Open the IQA: CBO Credits by Individual – Applied (2023)
4. Run it with no filters
5. Export the results as a CSV (Located in the top right)
6. Save the exported CSV as N:\Private\Training\IMIS Access Reports\CBO Credits by Individual - Applied (2023).csv
7. Next open the IQA: CBO Credits by Individual – Pending (2023)
8. Run it with no filters
9. Export the results as a CSV (Located in the top right)
10. Save the exported CSV as N:\Private\Training\IMIS Access Reports\CBO Credits by Individual - Pending (2023).csv

Importing the Data into Access

1. Open N:\Private\Training\IMIS Access Reports\iMIS Training IQA.accdb
2. Click the Update Credit Data button (Click OK through all of the prompts)

Update Training Classes data in Access

Right now, the training classes data in the Access file is from 10/24/2023. In order to update the data to include everything after that, follow the directions below. If you run into any issues please email it@boroughs.org and we will assist ASAP.

Exporting the Data from iMIS

1. Log into iMIS: https://myaccount.boroughs.org/staff
2. Go to PSAB → Custom IQA → Training
3. Open the IQA: Training Classes Totals
4. Run it with the date range 1/1/2023 to 12/31/2023
5. Export the results as a CSV (Located in the top right)
6. Save the exported CSV as N:\Private\Training\IMIS Access Reports\Training Classes Totals.csv
7. Next open the IQA: Training Webinars Totals
8. Run it with the date range 1/1/2023 to 12/31/2023
9. Export the results as a CSV (Located in the top right)
10. Save the exported CSV as N:\Private\Training\IMIS Access Reports\Training Webinars Totals.csv

Importing the Data into Access

1. Open N:\Private\Training\IMIS Access Reports\iMIS Training IQA.accdb
2. Click the Update Class Data button (Click OK through all of the prompts)