Compliance - Curriculum Reassignment

With this enhancement, two curriculum due date options have been renamed, and when a curriculum is versioned or reassigned, the correct due date is calculated based on the most recent assignment date.

Use Cases

Use Case #1: Initial Assignment Date (Formerly "Assigned Date of Training Item")

Stanley, an employee at ACME Photography in the Europe division, is assigned the curriculum "Introduction to Photojournalism," on November 5th via a dynamic learning assignment, with Dynamic Removal enabled. The curriculum contains a material called, "What is Photojournalism?" In the curriculum structure, the material is set to have relative due date of ten days from the initial assignment date, giving it a due date of November 15th.

Stanley leaves the Europe division after being assigned this training, and the curriculum and material are removed from his transcript. On February 1st of the following year, Stanley returns to the Europe division and is reassigned the curriculum, "Introduction to Photojournalism," containing the material called, "What is Photojournalism?" The due date of November 15th is maintained because the Initial Assignment Date option is selected as the Due Date criteria for the curriculum.

Use Case #2: Most Recent Assignment Date (Formerly "Most Recent Version Date")

Veronica, an employee at ACME Photography in the South America division, is assigned the curriculum, "Introduction to Photojournalism" on November 5th via a dynamic learning assignment, with Dynamic Removal enabled. The curriculum contains a material called, "What is Photojournalism?" In the curriculum structure, the material is set to have relative due date of ten days from the most recent assignment date, giving it a due date of November 15th.

Veronica leaves the South America division after being assigned the training, and the curriculum and material are removed from her transcript. On March 1st of the following year, Veronica returns to the South America division and is reassigned the curriculum, "Introduction to Photojournalism," containing the material called, "What is Photojournalism?" A new due of March 6th is recalculated, as the Most Recent Assignment Date option is selected as the date criteria for the curriculum.

Edit Child Training - Due Date

When a curriculum is reversioned, the child training contained within a curriculum recalculates its due date based on its Due Date settings in the curriculum structure.

To view or modify the Due Date settings for child training in a curriculum, go to ADMIN > TOOLS > LEARNING > CATALOG MANAGEMENT > CURRICULA. Advance to the Structure page of the curriculum, and then click the Edit icon next to a child training item contained in the curriculum structure.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Curricula Admin - Manage

Grants ability to create new and edit/update existing curricula. This permission can be constrained by OU, User's OU, Provider, and User's LO Availability. This is an administrator permission.

Adding an OU constraint and a provider constraint to this permission results in an "AND" statement.

Tip: Do not constrain this permission to your entire corporation; it can cause long page load times and timeout errors. Applying this constraint is functionally the same as leaving the permission unconstrained, but omitting this constraint does not cause the system to do the unnecessary constraint checks as in the former scenario.

Learning - Administration
Curriculum Admin - View

Grants view only access to curriculum details via Curriculum Administration screen. Does not include ability to view details of users enrolled in curricula. This permission can be constrained by Provider, OU, User's OU, and User's LO Availability.

Adding an OU constraint and a provider constraint to this permission results in an "AND" statement.

Tip: Do not constrain this permission to your entire corporation; it can cause long page load times and timeout errors. Applying this constraint is functionally the same as leaving the permission unconstrained, but omitting this constraint does not cause the system to do the unnecessary constraint checks as in the former scenario.

Learning - Administration

Due Date

When a curriculum is reversioned, the due dates of the child training item recalculate based on the selection made by the curriculum creator in the Due Date section. The following Due Date options have been updated:

  • Initial Assignment Date - This option has been renamed. Previously, the Initial Assignment Date option was called, "Assigned Date of Training Item." When a curriculum is reversioned, any child training with a relative due date set by the Initial Assignment Date option will continue to display a relative due date based on the first time the user received the curriculum. When this option is selected, the training is due a certain number of days after the training was first assigned to the user. This allows the relative due date to be maintained, based on the date the curriculum was originally assigned to the user, even if the curriculum is reversioned. The assigned date does not change, and the due date remains the same.

Example: Curriculum XYZ includes Material A, and the curriculum structure is configured with a relative due date of five days after the Initial Assignment Date. The curriculum is assigned via dynamic learning assignment, and dynamic removal is enabled.

Sequence of Actions Material Due Date
The user is assigned the curriculum on Jan 1 2019, via the dynamic learning assignment. The material is due five days after the assignment (Jan 5 2019).
The user switches departments and is no longer included in the assignment. Because dynamic removal is enabled for the assignment, the curriculum and its child material are removed from the user's transcript. The material is removed from the user's transcript and is no longer due.
On July 1, the user returns to their original department and is included in the learning assignment criteria again. They are reassigned the curriculum, including the curriculum's child material. The original relative due date for the child material is sustained, and the due date is listed as Jan 5 2019.
  • Most Recent Assignment Date - This option has been renamed. Previously, the Most Recent Assignment Date option was called, "Most Recent Version Date." When a curriculum is reversioned, any child training with a relative due date set by the Most Recent Assignment Date will recalculate a new due date based on the most recent time the user received the curriculum. The assignment of a new version is also considered a new assignment and triggers a recalculation of due dates, meaning the due dates will update for all child training items that are configured with a relative due date.

Example: Curriculum XYZ contains Material A, and the curriculum structure is configured with a relative due date of five days from the Most Recent Assignment Date. The curriculum is assigned via dynamic learning assignment, and dynamic removal enabled.

Sequence of Actions Material Due Date
The user is assigned the curriculum on Jan 1 2019, via dynamic learning assignment. The material is due five days after the assignment (Jan 5 2019).
The user switches departments and is no longer included in the assignment. Because dynamic removal is enabled for the assignment, the curriculum and its child material are removed from the user's transcript. The material is removed from the user's transcript and is no longer due.
On July 1, the user returns to their original department and is included in the learning assignment criteria again. They are reassigned the curriculum, including the curriculum's child material. The material is due five days after the new assignment date (July 5 2019).

The other relative Due Date options have not been modified, but when a curriculum is reversioned, the due dates for the child training are recalculated based on whichever relative Due Date option has been selected.