Training Update - Create

Up to 2,000 users can be uploaded at once, but it is advised that smaller batches of about 1000 be used.

To create a training update, go to Admin > Tools > Learning > Training Tools > Training Update Tool. Then, click the Training Update link at the top of the page. This opens the Create New Training Update Request page.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Training Update Tool Grants access to the Training Update Tool. This tool enables administrators to mark multiple user transcripts complete for a single online course, quick course, test, or video via the upload of a csv file that includes user IDs, completion status, score and completion date. This is an administrator permission. Learning - Administration

Create Training Update Request

  1. Using the search filters and criteria, search for the appropriate training and click Search. Note: Only online course, online content, quick course, test, and video training types can be updated. The Training Update Tool cannot be used to remove users from a training item.
    • Only Online Course, Online Content, Quick Course, Test, and Video training types can be updated.
    • The training must be on the users transcript to be updated. Users who do not have the training on their transcript will display as 'Skipped' on the Training Progress Summary page.
    • The Training Update Tool cannot be used to remove users from a training item.
  2. In the search results, you can also click the training title to view the details of the training if necessary. Click the plus icon in the Add column to add the training from the search results.
  3. On the Upload Users, Statuses, and Scores page, click the Browse button to locate and select the file.
  4. After selecting the file, click Add to add the file. If the file contains errors, click the View Errors link to view the error details. The file must be in comma delimited format (.csv) with a maximum file name length of 100 including the file extension. Multiple files can be uploaded. The maximum number of records that can be included in a file is 2000, but files of 1000 or less are recommended. The file should have four columns of information in the following format:
    1. Column 1: User IDs, usernames, or email addresses.
    2. Column 2: The training score (0-100). If a score is not fed in for the user, the Score field is not affected.
    3. Column 3: Completion indication (Y = Complete, N = Status Unchanged).
    4. Column 4: Action Date (mm/dd/yyyy). If a date is not provided, the current date is used. The Action Date displays in the history if scores are being updated. If a course status is being updated to Complete, then the Action Date is used as the Completion Date and appears in the history.
      • When updating the Transcript Status to Completed, all other completion requirements (e.g., required evaluation or completion approval) are bypassed and the transcript status immediately changes to Completed.
  5. Review the information and click Submit to submit the updates. The request is in Queued status until processed. The users' transcripts are updated when the training update request is processed. This may trigger the Transcript Status Edited email if the trigger is active.

Manage Training Updates

To search for an existing training update, use the search fields and filters on the Training Update Tool page to refine your search. Click the Search button to execute the search. Note: Only training updates that are available to be viewed by the administrator as determined by the permission constraints are displayed.

  • Training Title - Enter the title of the learning object to search for a training update associated with training titles that match the search criteria.
  • Created By - Enter the first or last name of a user to search for a training update that was created by users that match the search criteria.
  • Date Range Drop-down - Select a specific time period to display training updates that were created within the specified time period.
  • From and To - Using the calendar tool, select a From date and To date to display training updates that were created within the specified date range. The From field should be before the To field.

The Training Updates table displays the following information for each training update. Note: Only training updates that are available to be viewed by the administrator as determined by the permission constraints are displayed.

  • Training - The training title associated with the training update. Click the training title to view the details of the LO.
  • Create Date - The date on which the training update was created.
  • Created By - The name of the user that created the training update.
  • Status - The status of the training update.

Options

The following options are available in the Options column:

  • View Settings - Displays the settings of the training update.
  • Training Progress Summary - Displays the training progress of the training update.To create a training update:
    1. Click the Add Training Update link at the top of the page. This opens the Create New Training Update Request page.
    2. Using the search filters and criteria, search for the appropriate training and click Search. Note: Only Online Class, Quick Course, Test, and Video LOs can be updated.
    3. In the search results, you can also click the training title to view the details of the training if necessary. Click the plus icon in the Add column to add the training from the search results.
    4. On the Upload Users, Statuses, and Scores page, click the Browse button to locate and select the file.
    5. After selecting the file, click Add to add the file. If the file contains errors, click the View Errors link to view the error details. The file must be in comma delimited format (.csv) with a maximum file name length of 100 including the file extension. Multiple files can be uploaded. The maximum number of records that can be included in a file is 2000, but files of 1000 or less are recommended. The file should have four columns of information in the following format:
      1. Column 1: User IDs, usernames, or email addresses
      2. Column 2: The training score (0-100). If a score is not fed in for the user, the Score field is not affected.
      3. Column 3: Completion indication (Y = Complete, N = Status Unchanged).
      4. Column 4: Action Date (mm/dd/yyyy). If a date is not provided, the current date is used. The Action Date displays in the history if scores are being updated. If a course status is being updated to Complete, then the Action Date is used as the Completion Date and appears in the history.
    6. Review the information and click Submit to submit the updates. The request is in Queued status until processed. The users' transcripts are updated when the training update request is processed. This may trigger the Transcript Status Edited email if the trigger is active.
  • To search for an existing training update, use the search filters to define your search. Click Search to execute the search. Note: Only training updates that are available to be viewed by the administrator as determined by the permission constraints are displayed.
    • Training Title - Enter the title of the learning object to search for a training update associated with training titles that match the search criteria.
    • Created By - Enter the first or last name of a user to search for a training update that was created by users that match the search criteria.
    • Date Range Drop-down - Select a specific time period to display training updates that were created within the specified time period.
    • From and To - Using the calendar tool, select a From date and To date to display training updates that were created within the specified date range. The From field should be before the To field.
  • The Training Updates table displays the following information for each training update. Note: Only training updates that are available to be viewed by the administrator as determined by the permission constraints are displayed.
    • Training - The training title associated with the training update. Click the training title to view the details of the LO.
    • Create Date - The date on which the training update was created.
    • Created By - The name of the user that created the training update.
    • Status - The status of the training update.
  • The following options are available in the Options column:
    • View Settings - Displays the settings of the training update.
    • Training Progress Summary - Displays the training progress of the training update.