Recent Updates to Learning Compliance

New curricula versions can be applied to dynamic and dynamic recurring learning assignments during the curriculum reversioning process, and a new filter and column have been added to the Assignments table to identify the assignment type.

The following compliance enhancements have been made to the Learning Assignment Tool:

• The Enable Assign New Occurrence setting will be updated to push the assignment training EVERY time users enter the assignment criteria for a dynamic learning assignment.
• A new Maintain Transcript Progress option will allow users to maintain their training progress when they are included in the availability for an assignment of the same version of a training item on their transcript.

• Curriculum reassignment will provide users with the latest version of all child training contained within the curriculum.

Following this enhancement, administrators can use the Training Removal Tool to remove sessions the following transcript statuses:

• Incomplete
• Cancelled
• No Show
• Not Started
• Pending OJT Completion

With this enhancement, a Maintain Progress toggle switch is available on the Assignment Summary page for standard learning assignments and active dynamic learning assignments.

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.

With this enhancement, it is now possible to track which equivalent training item caused a user to receive a Completed Equivalent status. All equivalencies are visible and reportable. This enhancement applies to both Custom Reporting and Reporting 2.0.

In addition to reporting, the following enhancements are also supported:

• The training that triggered the Completed Equivalent status is also visible when viewing the Transcript History of the Completed Equivalent training inside a user’s transcript.
• The completion date logic of a training with a Completed Equivalent status has been updated to match the completion date of the training that triggered Completed Equivalent status.
  • Due to the sensitive nature these records, the historical completion dates will not be retroactively updated for the February 2019 release. This means that the logic for Completion Dates of trainings with ‘Completed Equivalent’ status prior to February 8, 2019 will be different than the logic after the release. Please refer to the Considerations section for more details.

If Transcript Lockdown is enabled for a portal, the Completion Date will NOT be updated with this new behavior for past data. However, this updated Completed Equivalent behavior applies to all new completion equivalencies.

With this enhancement, administrators have access to a new report field which shows the transcript delivery method of training. This enhancement applies to both Custom Reporting and Reporting 2.0.

With this enhancement, the list of users who receive with latest version of training during the versioning process is accurate. Only users who actually received a previous version of the training via dynamic learning assignment are included in the list generated during the versioning process of users who will receive the new version when the administrator specifies that the new version should be pushed to users who received the training via dynamic assignment.

With the May 2019 release, several enhancements have been made to the Learning Assignment Tool Assignment Summary page to help facilitate learning compliance. The following updates have been made to the Assignment Summary page:

• Administrators can view which users in the assignment availability were assigned training and which users were NOT assigned training, using new Assigned and Not Assigned tabs on the Assignment Summary page.
• A Modification History section is available in the Assignment Summary.
• Administrators can view the current training version assigned via the Assignment Summary.
• The Assigned Users calculation for dynamic assignments on the Assignment Summary only includes users who were successfully assigned the training.

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.

The issue of transcript statuses populating incorrectly for materials or online courses as a result of the following scenario has been fixed: the material or online course is versioned and set as "Version Equivalent" to the prior version. After getting the new version in a Completed Equivalent status, the user re-requests or is re-assigned a new registration of the material or online course by a manager. With this enhancement, the training status will be correctly populated as Registered (NOT as Completed Equivalent).

With this enhancement, the Last Transcript Status Change Date field has been fixed and generates data reliably.Note: The visibility of this field is controlled by a backend setting.

Note: This field is not automatically available in all portals. You may need to request its enablement.

With this enhancement, the method by which training was delivered to a user's transcript displays in the Assignment History section of their transcript. The Assignment History section is dynamically renamed to the Assignment and Version History section if the training has been reversioned. This section also indicates which training is the latest active registration.

The following enhancements have been made to the Learning Assignment Tool:

• Training assigned by a learning assignment can be easily removed from user's transcripts after the assignment is made inactive
• Administrators can force standard learning assignments to stop processing

With this enhancement, the Apply Previous Version Due Date option has been updated to Apply Previous Version Due Date Criteria. If the Apply Previous Version Due Date Criteria option is selected, the new version considers whether the previous material version was assigned via the Learning Assignment Tool with a due date relative to the date assigned. If the previous material version was assigned with a due date that was relative to the date the material was assigned, that relative due date is applied to the new version if the administrator selects this option during the material versioning process.

With this enhancement, the Pending Prior Training and Not Activated statuses are included in the Not Started training status group, which means users with materials or online courses in these statuses will be included in the User List when the materials or online courses are reversioned. Selecting these users in the User List allows them to receive the latest version of the training after the versioning process is complete.

With this enhancement, the following enhancements have been made to the Training Removal Tool:

• Completion propagation to removed curricula is fixed.
• Training in a Completed status can now be removed using the Training Removal Tool (a new permission is needed for this ability). The following consideration applies to this enhancement:
  • If the training selected within the Training Removal Tool is a curriculum, any child training items that exist within that curriculum in Completed, Completed Equivalent, or Exempt status is not removed. These child training items continue to persist as standalone trainings on the users’ active transcripts in the Completed tab.
    • This behavior occurs regardless of whether the Remove child items option is selected.
    • Once the child items become standalone, they can also be removed as long as the user has the new Training Removal - Remove Completed permission.

With this enhancement, even when an online course, video or material training item is in a Completed Equivalent status on the user's transcript, the user can launch the training from their transcript and the following other locations:

• Curriculum Player page
• Curriculum Details page
• Certification Details page
• Training Details page
• Transcript Details page
• Cohort Details page
• Cohort Player page
• Learner Home

With this enhancement, ALL the following custom field types can be audited:

• Short Text Box
• Date
• Radio Button
• Dropdown
• Checkbox
• Multiple Checkbox
• Numeric
• Scrolling text
• Conditional Numeric (new)
• Branched Dropdown (new)
• Hierarchy (new)

With the February 2020 release, the following enhancements have been made to improve the curriculum versioning workflow:

• New auditing capabilities
  • A new Structure History page accessible from the Course Console for curricula captures versioning and structural updates
  • A new Structure History page accessible from the transcript displays user-specific curriculum updates
• Due date recalculation logic - Due dates are only recalculated for curriculum child training items that are versioned or added to the curriculum structure (this logic is applied when the Due X Days After Most Recent Assignment Date option is selected for the child training in the curriculum structure
• Expired appended training enhancement - Expired appended materials are hidden from the curriculum structure instead of remaining unactionable
• If a newer version of child training exists, the user will be upgraded to the new version instead of retaining the progress from a prior version, regardless of the child training item's sequence.