Administrator Topic

Training Purpose Administration

To manage Training Purpose, go to Admin > Catalog Management > Training Purpose Administration. From this page, you can:

  • Create a new purpose.
  • Navigate to the Manage Categories page.
  • View existing and inactive purposes and the criteria set for those purposes. The default order displays the most recently created purpose first.
  • Sort columns by Name or Created By.
  • Activate or inactivate a purpose.
  • Edit all fields of a purpose, even if the purpose has been selected by a user.
  • View the modification history of a purpose.
  • Delete a purpose that has never been selected by a user.

Feature Description
1 New Purpose - Click this link to create a training purpose. See Training Purpose - Create.
2 Manage Categories - Click this link to manage training purpose categories. See Training Purpose - Manage Categories.
3 Include Inactive - Select this option to display inactive purposes in the results table. The page refreshes automatically. The box is unchecked by default.
4

Order - This column enables administrators to define the priority order of training purposes. The training purpose priority is used on the transcript when the transcript items are sorted by training purpose. For example, when the transcript is sorted by training purpose, then the training items with the highest priority (1) appear at the top of the transcript.

This field accepts only positive integers, and the character limit for this field is three. If a training purpose is inactive, then the Order field cannot be edited. Note: Changes to the Order field are not saved until the Save button is clicked.

5

The following information is displayed for each training purpose in the Training Purposes table:

  • Name - This displays the name of the training purpose. The column can be sorted alphabetically, ascending or descending.
  • Created By - This displays the name of the user who created the training purpose. The column can be sorted alphabetically, ascending or descending.
  • Include Category - This column indicates with Yes or No whether or not the administrator selected to include the category when creating or editing the purpose.
  • Conditional Approvals - This column indicates the number of additional approvals required when the purpose is selected. Edits to this field do not interrupt an in progress approval workflow. Note: A learning object's (LO) approval setting overrides the value in the Conditional Approvals field.
6 Active - This checkbox is checked by default. Uncheck the checkbox to make the purpose inactive. When inactive, the purpose does not display as an option on the General Step in Course Catalog or in the Training Purpose drop-down on the training details popup. Making a purpose inactive only affects future incidents of editing, assigning, or requesting an LO.
7

The following options are available in the Options column:

  • Edit - Purposes can be edited even if the purpose has been selected by a user. When changing the name of a purpose that has been previously selected by a user, the name changes for the user and displays on the Training Details page of the LO.
  • History - View the modification history of a purpose.
  • Delete - Purposes can only be deleted if the purpose has never been selected by a user. Once a purpose has been selected by a user, it can no longer be deleted but can be inactivated.
8 Save - Click this button to commit any changes made to the active status of a purpose.

 

Last Published: 9/10/2021 If you have feedback or suggestions for an Online Help article, please select this link. © 2021, Cornerstone OnDemand