Assignment Summary Page

The Assignment Summary page provides administrators a central location for tracking and managing learning assignments. This page presents a high level view of the assignment, including the assignment configurations, how many users were assigned training, and a Transcript History section which includes:

  • An audit view of how and when training was delivered to users (via a new assignment, an old assignment, direct assignment from a manager, or via direct request from the user)
  • A detailed view of the training status and completion date
  • A flyout for viewing the history of any different occurrences of training for each user

To access the Assignment Summary page for a learning assignment, go to Admin > Tools > Learning > Learning Assignment Tool and click on the title of the learning assignment for which you want to view the Assignment Summary page.

General Information

In the top section of the Assignment Summary page, basic information about the creation and configuration of the assignment displays. The following general information is available:

  • Assignment Title - The title given to the learning assignment.
  • Active/Inactive - This toggle switch is only available for dynamic learning assignments. When toggled to the Active position, the assignment is active and continues to process at the frequency specified by the creator of the assignment. When toggled to the Off position, the assignment no longer processes, and no new users who meet the assignment's criteria are assigned the training.
    • Note: When the the Active/Inactive switch is toggled mid-dynamic assignment, the assignment stops processing. All users in the availability that were processed before toggling to "Off" will receive the assignment. For these users, use the Training Removal Tool to remove any assignments made in error.
    • Note: There may be up to a ten minute delay between inactivation and the termination of the assignment process.

  • Assignment Description - The description provided for the learning assignment.
  • Assignment ID - A unique, auto-generated ID code associated with the learning assignment.
  • Created Date - The date the learning assignment was submitted.
  • Created By - The system user who created the assignment.
  • Training - This field displays how many training items were selected in the learning assignment.
  • Assigned Users - This field displays how many users from the user criteria selected in the learning assignment meet the assignment's criteria.
  • Type - This field displays the learning assignment type (standard or dynamic).
  • Recurrence - This field only displays for dynamic learning assignments, and indicates whether recurrence is turned off or on for the learning assignment.
  • Status - This field only displays for standard learning assignments, and it displays the learning assignment's current status (i.e. Processed, Queued, or Cancelled). If the assignment is in a Queued status, a Stop Processing option is available. See the Stop Processing section in this help topic for more information.
  • Remove from Transcript - This option allows you to remove the training from the assignment from users' transcripts. See the section below for more information about this option.

Force Removal from Standard Assignments

For standard assignments, a Remove from Transcript button is available in the Processed section of the Assignment Summary page. Click the Remove from Transcript button to remove the training from the assignment from users' transcripts.

A pop-up appears, warning the administrator that this action cannot be undone. If the administrator clicks the Remove from Transcript button in the pop-up, the training will be removed from users' transcripts and the assignment can no longer be activated again. If the administrator decides not to remove the training, they can click the Cancel button to return to the Assignment Summary page.

When the administrator clicks the Remove from transcript button, the process to remove the assignment's training from users' transcripts begins. This process may take several hours to complete, depending on how many users were included in the assignment.

The time and date on which the Remove from transcript button was clicked is recorded in the Modification History section of the Assignment Summary page.

Remove from Transcript Considerations

The following considerations apply to this functionality:

  • If learners were assigned or requested the training separately, the training may not be removed from their transcript until that learner meets the removal criteria of all assignments.
  • This option applies to all learners in the assignment. Individual learners cannot be included or excluded.

Stop Processing

When a standard learning assignment is submitted by an administrator, the assignment queues and processes. It may take several minutes for the assignment's training to be assigned to all the users selected for the assignment. During this time, it is possible to stop the assignment from processing, if required. When processing is stopped, the assignment immediately stops assigning the training to any users who have not yet received the training.

To stop a standard learning assignment from processing:

  1. Click the title of the processing assignment from the Manage Assignments page. You will be navigated to the Assignment Summary page.
  2. In the Queued widget, click the Stop Processing link. This link is only available if the assignment is currently processing. A Stop Processing pop-up appears.
  3. Confirm that you want to stop the processing by clicking the Stop button. Processing will be immediately stopped, and no more users will receive the training. If you do not wish to stop the processing, you can click the Cancel button in the pop-up instead.

Note: The Stop Processing option is only available for standard learning assignments.

Training Progress

In the Training Progress section, status information about the training assigned via the learning assignment displays.

  • Training Progress drop-down menu - From this drop-down menu, you can choose a specific training item or all training items, for which graphical progress data will display. Note: Training types that support versioning will have the Version Number appended to the training title in the drop-down. Sessions will have the Locator Number appended to the training title in the drop-down. This list of training correlates to the training listed in the Transcript History. It represents that training that was assigned to the user.
  • Training Progress chart - This chart displays a breakdown of how much training is in each possible training status (Not Started, In Progress, Completed, Other). Refer to the Training Progress key to see which colors represent which training status. The total number of transcript records for the selected training title(s) displays in the center of the chart.
  • Training Progress key - This color-coded key provides a numeric breakdown of how many transcript records selected training item(s) are in each status. The colors correlate with the Training Progress chart colors.

Removal Settings

Administrators can turn Dynamic Removal on and off in the Removal Settings section, along with Dynamic Removal sub options. The following options are available in the Removal Settings section of the Assignment Summary page:

Dynamic Removal - This field only is only editable if the dynamic learning assignment is active. It displays whether dynamic removal is currently turned on or off for the assignment. You can toggle the switch to the on or off position to enable or disable dynamic removal for the assignment.

Remove In Progress Training - Toggling this option to the On position enables the removal of in-progress training from users' transcripts if the users are removed from the assignment via dynamic removal. If users who have been assigned the training no longer meet the assignment criteria, the training in this assignment will be removed from their transcripts whether it is not started or in progress (or equivalent statuses).

Remove Child LOs - Toggling this option to the On position allows child LOs of an assigned curriculum to also be removed from a user's transcript if the curriculum is removed from the user's transcript via dynamic removal. If there is no curriculum selected for an assignment, this option is not visible.

Force Removal from Assignment/Transcript - A Remove button is visible under the Force Removal from Assignment/Transcript field to users with the appropriate permission. If the assignment is dynamic, the Remove button is grayed out and is not clickable if the dynamic assignment is currently active. To use the Remove button, deactivate the assignment by toggling the Active switch in the upper-right corner of the Assignment Summary page to the Inactive position. This step is not necessary for standard assignments.

When the assignment is inactive, the Remove button is clickable. To remove the training from the assignment from users' transcripts, click the Remove button.

A pop-up appears, warning the administrator that this action cannot be undone. If the administrator clicks the Remove button in the pop-up, the training will be removed from users' transcripts and the assignment can no longer be activated again. If the administrator decides not to remove the training, they can click the Cancel button to return to the Assignment Summary page.

When the administrator clicks the Remove button, the process to remove the assignment's training from users' transcripts begins. This process may take several hours to complete, depending on how many users were included in the assignment.

The time and date on which the Remove button was clicked is recorded in the Modification History section of the Assignment Summary page.

Note: If the administrator accessing the Assignment Summary page does not have permission to manage dynamic removal settings, these fields are read-only.

Remove from Transcript Considerations

The following considerations apply to this functionality:

  • If learners were assigned or requested the training separately, the training may not be removed from their transcript until that learner meets the removal criteria of all assignments.
  • This option applies to all learners in the assignment. Individual learners cannot be included or excluded.
  • Dynamic assignments cannot be reactivated again after training has been removed.

Re-assignment Settings

The following configurable fields in the Re-assignment Settings widget only display for dynamic learning assignments:

Dynamic Re-assignment - This field is only editable if the dynamic learning assignment is active. It displays whether dynamic reassignment is currently turned On or Off for the assignment. You can toggle the switch to the On or Off position to enable or disable dynamic reassignment for the assignment. See Dynamic Reassignment - Assignment Summary Page.

Re-assign Latest Version - This field is only editable if the dynamic assignment is active and Dynamic Re-assignment is On. It displays whether or not users will be upgraded to the latest version of training upon reassignment. You can toggle the switch to the on or off position to enable or disable upgrading users to latest version upon reassignment for the assignment.

Assignment Settings

The learning assignment settings configured within the create workflow display in expandable tiles beneath the Training Progress. Each tile provides a basic overview of its corresponding section's settings. To expand a tile and show more settings details, click the drop-down arrow on the right-hand side of the tile. To collapse the panel, click the drop-down arrow again.

Setup

Before expanding, the Setup tile displays the number of learning objects (LOs) which have been added to the learning assignment. After expanding, each LO displays in its own tile with details about the training. The information that displays for each LO includes:

  • LO Type icon - This icon visually represents the LO type, such as online course, material, test, etc.
  • Title - The title of each LO is clickable and opens the Training Details page for the LO in a new tab when clicked.
  • Provider - The provider set for the LO.
  • Version - The version of the LO.
  • Training Hours - The number of training hours associated with the LO.
  • Price - The price associated with the LO, if applicable.
  • Course Code - The unique course code generated for the LO. This field will be hidden if Course Codes are not enabled in your portal.
  • Email Settings - The email configurations set at the LO level for the training item. This will only appear if you have selected the Training Specific Emails setting on the Options page.

If you provided a comment when adding to the training or selected a training purpose, they will display under the selected training in the Setup section.

Options

Before expanding, the Options tile displays an overview of the assignment type, the selected transcript status, and email settings configured for the learning assignment. After expanding, the following information displays:

  • Type - The learning assignment type that was selected for the assignment (standard or dynamic).
  • Dynamic Removal - Whether Dynamic Removal is On or Off displays. This setting will update as it is turned on or off from the top of the summary page.
  • Remove in progress training - This field displays whether the option to Remove in progress training is on or off. This will never change once set.
  • Remove training within Curricula - This field displays whether the option to Remove training within Curricula is on or off. This will never change once set.
  • Training Assignment Workflow - This field displays how the training will be assigned to users.
  • Enforce Prerequisites - This field displays whether or not users are required to complete any related prerequisite training before accessing the training included in the assignment.
  • Email Settings - The email settings selection you made when configuring emails for the assignment. Depending on your selection, additional details about your selections may also appear in this section.

Schedule

Before expanding, the Schedule tile displays an overview of the assignment's scheduling selections, including the processing date, training start date, and due date. After expanding, the following read-only information displays:

  • Processing - This section displays the start date and frequency configured for the assignment, if applicable.
  • Training - This section displays the start date (if applicable) and due date for the training.
  • Recurrence - This section displays the start setting and the end setting for the assignment's recurrence configurations, if applicable.

Users

Before expanding, the Users tile displays the number of users who will be assigned the training contained in the learning assignment. After expanding, details about the user criteria you selected display, and you can view whether or not you opted to include subordinates of the selected criteria. You can also view whether the Assign New Occurrence option was turned on or off.

A Maintain Progress toggle switch is available on the Assignment Summary page for active dynamic learning assignments. To allow users who receive new occurrences of the assignment to maintain their version progress, toggle the Maintain Progress option to the On (green) position. If this option is not enabled, users who receive new occurrences of training via the learning assignment will NOT retain their progress.

Transcript History

The Transcript History section allows you to search for and view individual users, as well as their individual progress made on their assigned training. The entire transcript history for the learning assignment can be exported by clicking the drop-down arrow in the upper-right corner of the Transcript History section and clicking the Export link. A maximum of 2000 users can be exported.

Search

To search for a specific user, you can enter their first name, last name, or User ID into the search field and click the Search icon. Clicking the Filter button allows you to filter your results by assigned training item or transcript status group. Note: These filters will apply to the Export option.

User Cards

Each user tile that displays in the Transcript History section provides the following information about the user:

  • Name
  • Profile Photo
  • User ID
  • Organizational Units - The organizational unit listed on the user's user record.
  • Removed from Assignment - This tag displays on the User Card when the user has been dynamically removed from the learning assignment. Note: This tag only displays for dynamic learning assignments with dynamic removal.

If a user no longer meets the criteria of an assignment in which they were previously included, the Removed from Assignment tag appears to the right of their name in the Transcript History section. If one of the training items they were assigned by the learning assignment was removed from their transcript, the Removed from Transcript tag appears to the right of the training item itself.

Training Cards

All training items assigned to the user via the learning assignment display in the training cards nested beneath the User Card. Training items can be hidden or made visible by clicking the expand/collapse drop-down arrow in the right corner of each User Card. The following information displays for each training item:

  • Training Title - This field is clickable and navigates you to the Training Details page on the user's transcript.
  • Version - The version of the training that was assigned to the user. Note: This field only displays for training that supports versioning.
  • Locator Number - The locator number of the session that was assigned to the user. Note: This field only displays for sessions.
  • Removed from Transcript - This tag displays on the Training Card when the training has been removed from the user’s transcript. Note: This tag can display for both dynamic and standard learning assignments. It will display for all removal methods (via training removal tool, dynamic removal, or manually via the transcript)
  • Status - The current status of the training on the user's transcript, including the new status group and actual transcript status.
  • Assigned By - The user or tool that assigned the training to the user. Note: This field displays as Requested By if the training was requested by the user.
    • Learning Assignment Tool (Assignment ID) - Indicates that the training was assigned by a new learning assignment and includes the ID of the learning assignment.
    • Learning Assignment Tool (User Name) - Indicates that the training was assigned by an old learning assignment (i.e. proxy enrollment) and includes the name of the user that created the old learning assignment.
    • Assigned By: User Name (User ID) - Indicates that the training was assigned by a user via manager assignment, and includes the name and ID of the user.
    • Requested By: User Name (User ID) - Indicates that the training was requested by the user.
  • Associated Date - The date the training was assigned to the user. Note: This field displays as Requested Date if the training was requested by the user.
  • Completed Date - The date the user completed the training item (N/A displays if the item has not yet been completed).
  • Occurrence - The number of times the user has taken the training. Note: This field is clickable and opens the Occurrence Flyout.

Occurrence Flyout

The occurrence flyout displays a history of the different occurrences of training for the user. This includes all previous occurrences regardless of whether or not the occurrence was assigned by the specific learning assignment. The following information displays:

  • Training Title
  • Name
  • Profile Photo
  • Occurrence Number
  • Assigned By - The user or tool that assigned the training to the user. Note: This field displays as ‘Requested By’ if the training was requested by the User.
    • Learning Assignment Tool (Assignment ID) - Indicates that the training was assigned by a new learning assignment, and includes the ID of the learning assignment.
    • Learning Assignment Tool (User Name) - Indicates that the training was assigned by an old learning assignment (i.e. proxy enrollment) and includes the name of the user that created the old learning assignment.
    • Assigned By: User Name (User ID) - Indicates that the training was assigned by a user via manager assignment and includes the name and ID of the user.
    • Requested By: User Name (User ID) - Indicates that the training was requested by the user.
  • Associated Date - The date the training was associated with the user's transcript.
  • Status - The current status of the training on the user's transcript including the new status group and actual transcript status.
  • Completed Date - The date the user completed the training item (N/A displays if the item has not yet been completed).

If the learner was assigned the same training by another learning assignment, and the learner was removed from that other assignment, the Removed from Assignment tag appears in the Occurrence flyout and displays at the occurrence level.