Enhancements to the Manager Ability to Remove Directly Assigned Training

During the October '21 release, the ability for managers to remove training they assigned to a user from the user's transcript was made available. However, if the training the manager had assigned was versioned between when they assigned it and when they attempted to remove the training, it was not possible for the manager to remove the training from the user's transcript.

With the May '22 release, managers can remove training they assigned to a user from the user's transcript even if the training was versioned after the manager assigned it, or even if the training has multiple registration numbers since its initial assignment, if all registrations were from the training being directly-assigned or self-requested. If previous registrations were from the Learning Assignment Tool or an administrator assignment, managers will not be able to remove the training. This functionality was made available with some limitations in Stage with the February '22 release, and it will be available in both Stage and Production with the May '22 release.

Considerations

  • Training CAN be removed from the transcript by a manager even after the training has been versioned. This behavior applies to training versioned with Replace versioning and to training versioned with Append versioning.
  • Training CAN be removed by a manager even after having multiple version numbers. If a training item's version number is incremented, this does not prevent the user from self-removing the training.

Implementation

This functionality is automatically available in portals using the Learning module. Access to the ability to remove directly-assigned training is controlled by the Remove Training - Directly Assigned permission.

Permissions

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Bio About - View

Enables user to view the Bio page for users within their permission constraints. This permission must be enabled to view the Transcript page within Universal Profile. If a user does not have this permission and they click a person's name or user photo within the Universal Profile, then the Bio page will not open.

On the Learner Home page, this permission also allows end users to view the Completions & Hours field, the training sidebar, and the Continue Learning carousel.

This permission can be constrained by Employee Relationship, OU, User's OU, User's Direct Reports, User Self and Subordinates, and User. Note: For security purposes, this permission is constrained to User Self and Subordinates by default. However, the permission constraints can be modified to allow users to view the Bio About page for other users.

Universal Profile
Remove Training - Directly Assigned

Allows a manager to remove directly-assigned training from their employee's transcript. This permission can be constrained by the following criteria:

  • User's Direct Subordinates
  • User's Direct Reports
  • User's Self
  • Employee Relationship
  • User's Subordinates
  • User Self and Subordinates
  • User's Defined OUs
Learning
View Transcript Item Grants ability to view details of learning objects that appear on the transcript (training record), by clicking on the name of the learning object. Users must also have the Bio About - View permission in order to access the transcript within Universal Profile. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, or User's Self. This is an end user permission. Learning - Administration