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Transcript: Transcript Overview

 

 

 

 

 

 

 

Transcript February 2020

Table of Contents

Transcript Overview 1

Transcript Preferences Overview 2

Define Fiscal Year 3

Training Completion Page Preferences 4

Approval Workflow Preferences Overview 7

Default Approval Requirements by Division 8

Default Approval Workflow Templates 21

Universal Profile - Transcript Overview 27

Transcript - Curriculum Subscriptions 54

Transcript - Events and Sessions 55

External Training - Add Overview 60

External Training Request - Mark Complete 80

Library - Manage 81

Network Player Transcript Options 82

Observation Attempts History 84

Transcript - Print Transcript Pop-up 87

Transcript (Universal Profile) - Status and Options 89

Transcript - Training Category Statuses 108

Training Completion Page 111

Training Details - View 117

Training - Archive 174

Training - Remove from Transcript 175

Training - Restore to Transcript 181

Transcript - Download Offline Learning 183

Transcript - On the Job Training 185

Training - Open Overview 188

New Online Course Version Available - Notifications 192

Training - Register from Transcript 194

Transcript Lockdown - Administrator Overview 195

Transcript - Transcript Report 200

Course Troubleshooting Guide 206

Curriculum Player Overview 208

Curriculum Player - Sections 211

Curriculum Player - Curriculum/Section Details 213

Curriculum Player - Progress Display 216

Assign Training 226

Assign Training to Users from Inventory 236

Training Enrollments - View 240

Browse/Search/Request Training Overview 241

Browse for Training Overview 242

Search for Training 262

Events Calendar 265

Request Training 269

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Transcript: Transcript Overview

 

 

 

 

 

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Transcript Overview

Transcript Preferences Overview

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Transcript: Transcript Overview

 

 

 

 

 

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Define Fiscal Year

The Modify Aggregate Training Hours allow administrators to display aggregate training hours on the user's transcript in the system. This information can be customized to select the month and date the hours should be calculated for the fiscal year end.

To define the fiscal year, go to Admin > Tools > Learning > Learning Preferences > Define Fiscal Year.

Permissions

PERMISSION NAME

PERMISSION DESCRIPTION

CATEGORY

Define Fiscal Year

Grants ability to set the fiscal year for aggregating annual training hours completed by users for display on the transcript page. This is an administrator permission.

Core Administration

1. Fiscal year ends - Determine the ending date for the fiscal year for which the aggregate training hours will reflect

2. Display aggregate training hours information on transcript - Check to enable users to view their aggregate training hours for the year on their transcript page.

· Aggregate total hours is the total of all Completed hours for any activity that has training hours associated with it (online class, quick class, session, external training, etc.) and the dollar amount based on one year as determined by the end date.

· The fiscal year is automatically calculated as follows; 12 months + 1 day = Fiscal Year Start Date. Example: Current Year is 2008. Fiscal Year ends 12/31, and then the start date is 1/1/2008.

· If a fiscal year is selected that is less than the current date, then the fiscal end date will be for the following year and not the current year.

3. Click the Submit button.

Training Completion Page Preferences

Administrators have the ability to enable a Completion page, which will be available for a user once they have completed the training.

The Training Completion Page Preferences page enables administrators to configure the default behavior for training completion pages, including whether a completion page is enabled by default for each learning object (LO) type and the default completion message that appears on the Training Completion page.

To manage Training Completion Page Preferences, go to Admin > Tools > Learning > Learning Preferences > Training Completion Page.

Permissions

PERMISSION NAME

PERMISSION DESCRIPTION

CATEGORY

Training Completion Page Preferences - Manage

Grants ability to access and edit the Training Completion Page Preferences where the administrator can configure the default behavior for training completion pages, including whether a completion page is enabled by default for each learning object (LO) type and the default completion message that appears on the Training Completion page. This permission cannot be constrained. This is an administrator permission.

Learning - Administration

Settings by Learning Object Type

This section enables administrators to set the default behaviors for each LO type that can be configured in the Course Catalog. See Course Catalog - General.

The following options can be set for each available LO type:

· Enable Training Completion Page - A Training Completion page is a page that is available for a user when they complete the training. Depending on the configuration of the training and the portal, the Training Completion page may display any points or badges that were awarded, the opportunity to rate and review the training, and the option to view their certificate of completion. When this option is selected, the Training Completion page is enabled by default for the corresponding training type. Administrators can choose to enable or disable the Training Completion page for each individual LO via the Course Catalog. This setting only determines the default configuration.

Course Recommendations

This section allows you to specify whether training recommendations should display to users at the bottom of their Training Completion page, when available. If the Display Course Recommendations option is selected, the Training Completion page displays training that is recommended to the user based on what other users with similar course histories have completed. For example, if there is a user who has completed similar training, then the system will recommend other training that the similar user has completed.

To disable course recommendations on the Training Completion page, uncheck the Display Course Recommendations option.

Completion Message

This section enables administrators to configure the default completion message that is displayed to users on the Training Completion page when they complete a LO. When editing a LO via the Course Catalog, administrators can choose to utilize the default completion message or they can create a custom completion message for the LO. This setting only determines the default completion message. See Course Catalog - General.

To view a list of all of the tags that can be used in the default completion message, click the List of Available Tags link. To use one of the tags, copy the tag from the pop-up and paste it into the custom message editor. Be sure to copy the brackets on both sides of the tag name.

To edit the default completion message, click the Gear icon in the upper-right corner of the Preview panel. This opens an HTML editor, in which a custom message can be configured using HTML. See HTML Whitelist.

The Preview panel displays a preview of the message as it is currently configured. If tags are used in the message, then the tag is displayed with brackets in the preview.

Overwrite Custom Completion Page Settings

Choose whether or not to overwrite custom training completion page settings for all LOs. If you choose to overwrite custom settings for all LOs, the selected settings are applied to both new and existing LOs. Any previously customized LOs are updated with the selected settings.

If this option is unselected, then only the LOs that do not have customized settings will be updated, as well as any LOs that are created in the future.

A LO that has not been customized always inherits from the default settings, regardless of whether this option is selected.

A LO is considered customized if its settings have been changed via the Course Catalog.

Save/Cancel

Click Save to commit any unsaved changes, or click Cancel to discard any unsaved changes.

Approval Workflow Preferences Overview

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Default Approval Requirements by Division

The Default Approval Preferences by Division page allows administrators to set the default learning object approval preferences by division. The preferences set here apply to the Division of the user who is assigned the training. These preferences allow you to determine by learning object if the training is pre-approved and/or if the training is registered upon approval by default. For external training and Connect postings, you can set the default number of approvals required for each. These settings can be changed at the Learning Object level.

When determining the approval requirements for a learning object, the system first checks the User Record - Required Training Approvals field, then the Learning Object setting, and finally the Approval Requirement for the Traini

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