Edge Import - Additional Fields for Event and Session Loads

With this enhancement, additional fields are available for Event and Session Loads in Edge Import.

The following optional fields are added to Edge Import:

Field Name Description Type Impacted Loads
Request Form Provide the name of an existing request form within the portal. This must be an exact match of a valid request form in the portal. This is the form that users can complete at the time they request the session from the portal. This field is optional. Text ILT Sessions
Training Contact Provide the User ID of the contact person for the training. The User ID must already exist in the system. This field is optional. If no value is set for the session, then the event's training contact is used for the session. For event loads, if no value is provided, the event training contact is set to the user who is performing the load. Text ILT Sessions
Required Training Approvals Provide the number of training approvals that are required for users who request the session. This field is optional. If no value is provided, this field defaults to the number of required training approvals on the User Record. Numeric ILT Sessions
Required Completion Approvals Provide the number of completion approvals that are required for users who complete the session. Upon completion, the user's status will proceed to Pending Completion Approval before moving to Completed. This field is optional. If no value is provided, the session does not require completion approvals. Numeric ILT Sessions
Training Units Specify the relationship between the training unit price and the monetary price. The acceptable values are Allow Conversion Rate by Monetary Value, Disassociate Pricing, or Do Not Allow Payment. This field is optional. If the existing event has training unit pricing set to historical or future, no updates to this field are supported. Text ILT Events, ILT Sessions
Default Training Unit Price

Provide the default price in training units.

This is required if Training Units is set to Disassociate Pricing. The value provided is ignored if Training Units is set to Allow Conversion Rate by Monetary Value or Do Not Allow Payment.

When this is set, the Training Unit Pricing is set to Active Pricing.

Edge Import does not support historical or future pricing for training units. When updating a session that has training unit pricing set to historical or future, Edge Import does not update the type of pricing.

Numeric ILT Events, ILT Sessions
Restrict Withdraw from Session

When this option is enabled, users who are registered for the session are unable to withdraw from the session. This option is disabled by default, allowing users to withdraw.

For events, this setting applies to all new sessions within the event by default.

For sessions, this setting is applied to all sessions in the load.

For ILT transcript loads, if the user transcript status that is provided in the data load is "Withdraw" and the session has this option enabled, then an error message is displayed when the load is processed.

Boolean ILT Events, ILT Sessions, ILT Transcript
No-show Penalty - Monetary Provide the additional monetary penalty for not attending the session and not withdrawing from the session. This is optional. Numeric ILT Events, ILT Sessions
No-show Penalty - Training Units Provide the additional training unit penalty for not attending the session and not withdrawing from the session. This is optional. Numeric ILT Events, ILT Sessions
Registration Deadline Provide the registration deadline in hours. For example, a value of 24 will result in a registration deadline that is 24 hours (one day) before or after the session, depending on what is set in the Registration Deadline - Before/After field. This field is required if the Registration Deadline - Before/After field is provided. Numeric ILT Events, ILT Sessions
Registration Deadline - Before/After This determines whether the Registration Deadline is before or after the session start. This must be set to either Before or After. This is required if the Registration Deadline field is provided. Text ILT Events, ILT Sessions
Refund Type This is the type of refund for the refund amount. This must be either Training Unit or Monetary. When importing refund settings, Refund Type, Refund Amount, Refund Percentage, and Number of Days Prior to Start Date must all be provided. Text ILT Events, ILT Sessions

The following fields are enhanced to allow updating:

Field Name Description Impacted Loads
Currency Code This value indicates the currency associated with the following price related fields: Price per Session, Penalty for Withdrawal Amount, Refund Amount, and No Show Penalty - Money. ILT Events, ILT Sessions

How Does this Enhancement Benefit My Organization?

Event and Session load fields available in Data Load Wizard and previously missing from Edge Import have been added to Edge Import.

Starter Guide

Click here to download the Edge Import - Historical LMS Starter Guide.

Considerations

Saved configurations are not impacted by this enhancement.

Implementation

This functionality is automatically enabled for all organizations using the ILT Event and ILT Sessions data loads in Edge Import. Template Guides are available in Edge Import to assist with load setup. New training unit fields are available in portals where training units are enabled.

Permissions

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Access LMS - Events Load Grants access to the Events data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - Sessions Load Grants access to the Sessions data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import