Transcript Enhancements - Actions

Prior to this enhancement, when a user clicked the title of a training item on their learning transcript, they were redirected to the Transcript Details page for that training. It was not possible to launch the training from the Transcript Details page, so users would need to return to the previous page, click the Actions drop-down next to the training, and then launch the training.

With this enhancement, when a user clicks the title of a training item on their transcript, they are navigated to an actionable page. In most cases, this is the Learning Details page if the Learning Details page is enabled in the portal, or the Training Details page if the Learning Details page is NOT enabled in the portal, where the user is allowed to launch and take other action on the training. See below for the different actionable pages to which the user may be directed, depending on the training type:

With Learning Details Page Enabled

If the Learning Details page is enabled, the user is redirected to the following locations when they click the title of the training:

  • Learning Details - The user will be directed to the Learning Details page if the Learning Details page is enabled for the specific training type when they click the title of any of the following training types from their transcript:
    • Material
    • Online course
    • Test
    • Video
    • Posting
    • Event
    • Curriculum
    • Cohort
  • Event Learning Details - The user will be directed to the Event Learning Details page with the Session flyout expanded if they click the title of a session from their transcript.
  • External Content - The external content will launch when the user clicks the title of an external training item from their transcript.
  • Transcript Details - The user will still be directed to the Transcript Details page if they click the title of any of the following training types from their transcript:
    • External training
    • Certification

Note: If the redesigned Learning Details page is not available in the system or for a training type, the user is directed to the Training Details page INSTEAD of the Transcript Details page when they click a training title.

Without Learning Details Page Enabled

If the Learning Details page is NOT enabled, the user is redirected to the following locations when they click the title of the training:

  • Training Details - The user will be directed to the Training Details page if the Learning Details page is NOT enabled for the specific training type when they click the title of any of the following training types from their transcript:
    • Material
    • Online course
    • Test
    • Video
    • Posting
    • Event
    • Curriculum
    • Cohort
  • Session Details - The user will be directed to the Session Details page if they click the title of a session from their transcript.
  • External Content - The external content will launch when the user clicks the title of an external training item from their transcript.
  • Transcript Details - The user will still be directed to the Transcript Details page if they click the title of any of the following training types from their transcript:
    • External training
    • Certification

Note: Previously, if the user clicked a training title from their transcript, they were navigated to the Transcript Details page.

Transcript Actions

Additional options are also now available in the Actions drop-down for training items on the transcript. Users can now access the following actions by clicking the drop-down menu next to a training item:

  • Request Exemption - The Request Exemption option is available in the Actions drop-down for training items, if applicable to both the training item and the user. If a user clicks this option, the Request Exemption pop-up appears. Using this pop-up, the user must select a reason for the exemption request and enter a comment. The user can click Confirm to complete the request or click Cancel to cancel the request.
  • Mark Exempt - The Mark Exempt option is available to administrators in the Actions drop-down for training items, if applicable to both the training item and the user. If an administrator clicks this option, the Mark Exempt pop-up appears. Using this pop-up, the administrator must select a reason for the exemption and enter a comment. The administrator can click Confirm to complete the exemption or click Cancel to cancel the exemption.

  • Move to Archived Transcript - The Move to Archived Transcript option is available in the Actions drop-down for training items, if applicable to both the training item and the user. If selected, the Move to Archived Transcript confirmation pop up appears. Once the user confirms, the training item moves to the Archived tab of the transcript.
  • Restore from Archived Transcript - The Restore to Archived Transcript option is available in the Actions drop-down, if applicable to both the training item and the user. The training item will be moved from the Archived tab of the transcript to the Active tab or the Completed tab, depending on the training item's status.