Getting Started with Required Training Tagging

As the Required Training Tagging is released as an Early Adopter with the March ‘24 release, it is not activated by default. We expect this feature to be generally adopted by March 2025.

The Required Training Tagging requires activation via Feature Activation Preferences. To do this, go to ADMIN > TOOLS > LEARNING > LEARNING PREFERENCES > FEATURE ACTIVATION PREFERENCES. In the Activate Required Training Tagging section, click ACTIVATE.

Note: It is advised to test this first in stage or pilot before activating this in the production environment, as this action cannot be undone. If you have custom inbound data feeds bringing in transcript registration and completions, please connect with your account team, as these feeds need to be updated on the Cornerstone side.

The Required Training Tagging provides additional features as part of the Learning product suite. Activating the Required Training Tagging brings in a new type of administrative justification called “Requirement.” Requirements will be used in the Learning Assignment System (LAT) and visible on the user's transcript and reporting.

Activating the Required Training Tagging introduces the following new features under the Learning Preferences page:

  • Activate Requirements for Required Training Assignments
  • Manage Training Requirements

The starting point is to build your “Requirements” catalog. Your business case will dictate requirements. You can create categories, which makes it easier to organize, manage, and report on requirements. We have heard from several customers that requirements could represent a particular task (for example, working with a specific machine, repairing a device, manning a station on the production line) or a higher level role, what a person does, where he works (for example, first aid, warehouse 51, production line 2, etc.). A category could represent a location or a business area; it is up to you to determine their best use. The objective is constantly identifying and monitoring.

It is recommended to have the categories in place before creating large numbers of requirements. An admin can always move a requirement from one category to another if needed. There is only 1 level of categories; sub-categories are not supported.

What are Requirements and what do they represent

  • A requirement is typically something you want to track to understand if the learner has fulfilled the requirement. The requirement identifies training assigned for a particular purpose, job, or activity. For example, being qualified to sell insurance, perform first aid, or work on a specific manufacturing line.
  • The requirement will be visible on the learner’s transcript. The Learner will have direct links to a filtered view of the transcript from Learner Home, and a widget will be available for the welcome page. The learner can filter on required training in general and one or more requirements via additional filter options on his transcript.
  • These same filters are available to anyone looking at the learner's transcript. All of this will also be available in Reporting 2.0, allowing administrators to easily track assigned training by requirement easily and to see which assignments cover which requirement.