Certification Enrollment and Removal History Enhancements

Prior to this enhancement, the administrators had to check or uncheck proxy enrollment settings by visiting different pages to configure or enroll users in certifications. Failing to update a setting resulted in over-enrollment or under-enrollment of certifications.

With this enhancement, the following new functionalities and user interface are added to the Proxy Enrollment for Certification page:

  • Dynamic Re-enrollment and Dynamic Removal Toggles - The administrators can now choose dynamic removal and enrollment options when creating a dynamic certification proxy without visiting the enrollment page to change the option.
  • Include Subordinate - When creating a new certification proxy enrollment, an administrator no longer needs to uncheck Include Subordinate as the checkbox is unchecked by default to prevent over-enrollment of certifications.
  • Proxy Enrollment page with new Certification UI - The Proxy Enrollment for Certification page has a new user interface.

  • Export Removal History - Export removal history to Excel in the certification management removal history section by clicking the EXPORT TO EXCEL. To access Export to Excel, go to CERTIFICATION MANAGEMENT > MANAGE CERTIFICATIONS > VIEW USERS (under Options), select View Details for a user, and then view the removal history section. The Export to Excel for the Removal History can also be accessed from the user transcript by clicking on Manage for the certification and then viewing the Removal History section.

How Does this Enhancement Benefit My Organization?

  • This enhancement saves time and reduces the likelihood of errors by configuring preferences during proxy creation.
  • Allows viewing the most recent removal history and exporting the previous history to Excel.
  • Reduces the number of clicks and improves administrator productivity.

Considerations

  • The dynamic re-enrollment and dynamic removal settings only appear for dynamic proxy creation.
  • Though this enhancement allows for these options to be selected during the dynamic proxy process, the dynamic re-enrollment and dynamic removal toggles can still be configured after a proxy is created.
  • The Include Subordinate setting applies to all proxy creation for standard, certified, and dynamic proxies.
  • The removal history table displays 10 recent records. The following text is added, "The most recent 10 rows are displayed.”

Implementation

This functionality is automatically enabled for all organizations using the Learning module.

Permissions

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Certification - Enroll Certified Grants administrator ability to enroll certified users into a certification. This is an administrator permission. Learning - Administration
Proxy Enrollment for Certification - Create Dynamic Grants administrator ability to create dynamic proxy enrollments for certifications. This is an administrator permission. Learning - Administration
Proxy Enrollment for Certification - Create Standard Grants administrator ability to create standard proxy enrollments for certifications. This is an administrator permission. Learning - Administration
Proxy Enrollment for Certification - Dynamic Re-enrollment Grants access to view and update the Dynamic Re-enroll toggle for certifications on the Proxy Enrollment page. This permission cannot be constrained. This is an administrator permission. Learning - Administration
Proxy Enrollment for Certification – Remove Dynamic Grants administrator ability to create a proxy enrollment for certifications in which users are dynamically removed. This is an administrator permission. Learning - Administration
Proxy Enrollment/Assignment Schedule Time - Manage Grants ability to configure a Processing Start Time when creating a Proxy Enrollment/Assignment for Training and/or for Certifications. The Processing Start Time is the time of day that the Proxy Enrollment/Assignment will start to process users. This is an administrator permission. Learning - Administration
Assignment Tool - Dynamic Reassignment Grants ability to enable/disable Dynamic Re-assignment for an assignment after submission. When Dynamic Re-assignment is enabled, users that meet the User Criteria again (after previously being dynamically removed) are re-assigned. This permission is dependent on the Assignment - Standard, Dynamic - Standard and Dynamic, and Dynamic Assignment - Standard and Dynamic - Recurrence permissions. This permission cannot be constrained. This is an administrator permission. Learning - Administration
Assignment Tool - Dynamic Removal

Grants ability to enable/disable Dynamic Removal from within the Learning Assignment create workflow and/or the Assignment Summary page. When Dynamic Removal is enabled, users that no longer meet the User Criteria are removed from the Learning Assignment. This permission is dependent on the Assignment Tool - Standard, Assignment Tool - Standard and Dynamic and Assignment Tool - Standard and Dynamic - Recurrence permissions. This permission cannot be constrained. This is an administrator permission.

 Learning - Administration