Upgrade Excel Format of Exports in ILT

Prior to this enhancement, the Excel download options offered in Cornerstone were HTML with an Excel extension or older versions of Excel. This would often result in a warning message when opening the file, “The file format and extension of … don’t match. The file could be corrupted or unsafe. Unless you trust its source, don’t open it. Do you want to open it anyway?”.

With this enhancement, Excel download options available in ILT have been upgraded with the .xlsx extension to make downloads easier and safer to use for administrators and instructors. The XLSX extension has replaced the XLS extension for the following reasons:

  • The XLSX is more robust than the binary format-based XLS.​
  • The openness of the Office XML Format (.xlsx) translates to more secure and transparent files.​
  • The XLSX are of smaller file size when compared to XLS.

The enhancement impacts the Export to Excel functionality in the following areas:

  • Download 'Bulk add user template' (ILT > Roster > Parent roster). The file format update is for both the ‘Download Bulk Add Users’ template and the error file. For more information about the Bulk Add user template, See Session Roster - Bulk Add Users.

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  • Export list of sessions (ILT > Manage Events and Sessions or Sessions tab). For more information about the Manage Events and Sessions export formats, See Manage Events and Sessions. The content of the export remains identical.

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  • Download Interest tracking (ILT > Manage Events and Sessions > Interest Tracking). There are two types of exports:
    • Export to Excel for all Events​
    • Export to Excel for one Event

The content of the export remains identical. For more information about the Interest Tracking export formats, See Interest Tracking.

  • Export current user requests (ILT > Manage Events and Sessions > Exception requests > Current requests).

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  • Export past user requests (ILT > Manage Events and Sessions > Exception requests > Past requests)

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  • Current by User (ILT > Manage Events and Sessions > Waitlists > Waitlisted users > Current by User)​
  • Current by Session (ILT > Manage Events and Sessions > Waitlists > Waitlisted users > Current by Session)​
  • Past Requests (ILT > Manage Events and Sessions > Waitlists > Waitlisted users > Current by Session)

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How Does this Enhancement Benefit My Organization?

The XLSX extension is easier and safer to use.

Implementation

This functionality is automatically enabled in both Stage and Production portals for all organizations using the Learning module.

Permissions

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Events - Create Grants ability to create new instructor led training events. This permission works in conjunction with Events - View permission. This permission can be constrained by OU, User's OU, ILT Provider, and User's ILT Provider. This is an administrator permission. Learning - Administration
Events - Edit Grants ability to edit/update existing instructor led training events. This permission works in conjunction with Events - View permission. This permission can be constrained by OU, User's OU, ILT Provider, and User's ILT Provider. This is an administrator permission. Learning - Administration
Events - View Grants view-only access to instructor led training events, enabling the user to view all details/options that were selected when the event was created. This permission can be constrained by OU, User's OU, User's ILT Provider, and ILT Provider. This is an administrator permission. Learning - Administration
Roster - Manage Grants ability to manage instructor led training session rosters, including updating attendance, and marking the ILT session complete to update student transcripts. A variety of other features are available depending upon additional roster permissions. This permission works in conjunction with Events - View, Sessions - View, and Roster - View permissions. This permission can be constrained by Instructor, User as Instructor, ILT Provider, and User's ILT Provider. This is an administrator permission. Learning - Administration
Roster - View Grants view-only access to instructor led training session rosters. This permission works in conjunction with Events - View and Sessions - View permissions. This permission can be constrained by Instructor, ILT Provider, User's ILT Provider, and User as Instructor. This is an administrator permission. Learning - Administration
Sessions - Edit Grants ability to edit/update existing instructor led training sessions. This permission works in conjunction with Events - View and Sessions - View permissions. Administrators can only edit sessions for which they have the availability to view and edit. When adding users to a session in which the session roster is full, this permission grants the ability to increase the session's available seats. This permission can be constrained by OU, User's OU, Instructor, User as Instructor, Facility, Facilities Owned by User, ILT Provider, User's ILT Provider, User, and User Self and Subordinates. This is an administrator permission. Learning - Administration
Interest Tracking - Manage Grants ability to manage Interest Lists for instructor led training events, including adding and removing users from interest lists. This permission works in conjunction with Events - View, and Interest Tracking - View permissions. This is an administrator permission. Learning - Administration
Interest Tracking - View Grants view-only access to instructor led training Interest Lists, via the ILT Events and Sessions screen, enabling the user to view the Interest Lists for various ILT events. This permission works in conjunction with the Events - View permission. This is an administrator permission. Learning - Administration