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

  1. Admin → Training programs → Import setup
  2. Tab DORWORKS templates
  3. Choose a Template
  4. Enter Program name (required) and optional Program code
  5. 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.

  1. Import setup → Upload ZIP
  2. Select the ZIP file
  3. Enter program name and optional code
  4. 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)

  1. Training programs → Duplicate program
  2. Choose source program, new name, optional code
  3. Confirm

Copies full setup and program resource files within your agency. Does not copy trainees, DORs, or staff assignments.

After import

  1. Review Program hub tabs
  2. Manage Users — assign FTO / supervisor / program admin roles
  3. Program → Staff if needed
  4. 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).

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