Adding / Importing a Program
Who this is for
Agency administrators creating a new training program from a DORWORKS template, setup ZIP, or an existing program in your agency.
Trainee and FTO guides live in the separate user manual collection.
When to use which method
| Method | Best for |
|---|---|
| Import setup → DORWORKS templates | New agency using a curated starter program |
| Import setup → Upload ZIP | Setup package from an export (yours or shared) |
| Duplicate program | Second program in the same agency |
| Add program (blank) | Building from scratch |
Each method uses one program slot (first program included; buy more on Billing unless annual contract).
Import from a DORWORKS template
- Admin → Training programs → Import setup
- Tab DORWORKS templates
- Choose a Template
- Enter Program name (required) and optional Program code
- Import template
You land in the Program hub for the new program. If no templates are listed, use Upload ZIP or contact support.
Import from Upload ZIP
Use a ZIP from Program → Export → Download setup package.
- Import setup → Upload ZIP
- Select the ZIP file
- Enter program name and optional code
- Import ZIP
Included: program settings, phases, rating scale, workflows, phase rules, event options, alert rules (when enabled), plus any optional sections checked at export time (forms, objectives, checklists, etc.).
Not included: trainees, DORs, submissions, resource library files, attachments.
Duplicate program (same agency)
- Training programs → Duplicate program
- Choose source program, new name, optional code
- Confirm
Copies full setup and program resource files within your agency. Does not copy trainees, DORs, or staff assignments.
After import
- Review Program hub tabs
- Manage Users — assign FTO / supervisor / program admin roles
- Program → Staff if needed
- Trainees → Enroll when ready (credits on pay-as-you-go)
Export a setup package
Program hub → Export → Export program setup — choose optional sections → Download setup package.
CSV export on the same tab is operational data backup, not a setup import package.
Common issues
| Problem | Check |
|---|---|
| Import disabled | No program slots — Billing or support |
| Invalid package | Must be setup ZIP, not CSV export |
| Staff locked out | Assign roles on Manage Users |
Need help?
support@dorworks.com — agency name and import type (template, ZIP, duplicate).