Persist Settings During Versioning - Material, Online Course, Curriculum, Test

With this enhancement, more settings automatically persist from the old version to the new version when an administrator reversions a curriculum, material, online course, or test.

Also included with the May ’19 Release, a change has been made to the Start Date field, which appears during material creation and versioning. Previously, the Start Date field displayed during material creation and material replacement versioning workflows. However, the field was not functional in these workflows, which created some confusion. With the May ’19 Release, the Start Date field no longer appears during material creation and material replacement versioning workflows. However, the Start Date field still applies during the material append versioning workflow. The Append option must be selected in this case.

Curricula - Persisted Settings

With this enhancement, the following additional settings persist to the new version when a curriculum is reversioned:

  • Approval Workflows
  • Badges
  • Competencies
  • Custom OU Pricing
  • Enable Default Completion Message
  • Evaluations
  • Exclude from Course Recommendations
  • Points
  • Recommended courses
  • Recurrence
  • Required Electronic Signature
  • Signature Message
  • Skills
  • Thumbnail Image
  • Training Units

Materials - Persisted Settings

With this enhancement, the following additional settings persist to the new version when a material is reversioned, either using Simplified Versioning or Versioning with Append:

  • Approval Workflow
  • Badges
  • Competencies
  • Custom OU pricing
  • Enable Default Completion Message
  • Exclude from Recommendations
  • Is Mobile? checkbox
  • Points
  • Recommended courses
  • Recurrence
  • Signature Message
  • Skills
  • Thumbnail image
  • Training Units

Considerations

For versioned materials, the following are NOT supported:

  • Language equivalencies
  • Training Equivalencies

Online Courses - Persisted Settings

With this enhancement, the following additional settings persist to the new version when an online course is versioned, either using Replace Versioning or Versioning with Append:

  • Approval Workflow
  • Attempts allowed
  • Badges
  • Competencies
  • Custom OU pricing
  • Enable Default Completion Message
  • Exclude from Recommendations
  • Is Mobile? checkbox
  • Points
  • Recommended courses
  • Recurrence
  • Signature Message
  • Skills
  • Training Purpose
  • Thumbnail Image
  • Training Units

Considerations

Online courses versioned using Course Publisher are not in scope.

For versioned online courses, the following are NOT supported:

  • Language equivalencies
  • Training Equivalencies

The following considerations apply when a training purpose is persisted to a new version of a curriculum, material, or online course:

  • Inactive training purposes do not appear for training in the Course Catalog, but inactive training purposes are still copied for new versions of materials and curricula, and will appear in the Course Catalog for a new curriculum, material, or online course version when the training purpose is activated again.
  • Inactive training purposes still display on users' transcripts and are copied during versioning for curricula, materials, and online courses. Approvals are bypassed.

Test - Persisted Settings

With this enhancement, the following additional settings persist to the new version when a test is versioned.

  • Approval Workflow
  • Badges
  • Competencies
  • Enable Default Completion Message
  • Exclude from Course Recommendations
  • Points
  • Recommended courses
  • Signature Message
  • Skills
  • Thumbnail Image

Recommended Tests

It is recommended that you perform the following tests with this new functionality in your portal:

  • All settings copied over should be tested with all Training Types
  • Test scenario based on your portal configuration should be performed on:
    • Recurrence
    • Approval workflows
    • Custom OU pricing (if using training plans or pricing in the Course Catalog)